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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
1626
$207K
1627
$207K
1628
$206K
1629
$206K
1630
$206K
1631
$204K
1632
$204K
1633
$202K
1634
$194K
1635
$194K
1636
$191K
1637
$189K
1638
$188K
1639
$181K
1640
$176K
1641
$175K
1642
$173K
1643
$168K
1644
$167K
1645
$166K
1646
$165K
1647
$155K
1648
$152K
1649
$152K
1650
$152K