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Charles Schwab

1,885 hedge funds and large institutions have $110B invested in Charles Schwab in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 687 increasing their positions, 790 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.02% less ownership

Funds ownership: 84.26%84.23% (-0.02%)

13% less repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 790

25% less call options, than puts

Call options by funds: $1.53B | Put options by funds: $2.05B

Holders
1,885
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53B
Puts
$2.05B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1501
$274K
1502
$274K
1503
$273K
1504
$272K
1505
$271K
1506
$270K
1507
$270K
1508
$270K
1509
$270K
1510
$269K
1511
$268K
1512
$268K
1513
$267K
1514
$265K
1515
$265K
1516
$265K
1517
$265K
1518
$265K
1519
$264K
1520
$263K
1521
$263K
1522
$260K
1523
$260K
1524
$258K
1525
$258K