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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
1576
$234K
1577
$234K
1578
$234K
1579
$234K
1580
$234K
1581
$233K
1582
$233K
1583
$233K
1584
$232K
1585
$231K
1586
$230K
1587
$229K
1588
$229K
1589
$229K
1590
$227K
1591
$227K
1592
$227K
1593
$225K
1594
$225K
1595
$224K
1596
$224K
1597
$223K
1598
$223K
1599
$222K
1600
$222K