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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
1851
$4.42K
1852
$4.35K
1853
$3.83K
1854
$3.82K
1855
$3.76K
1856
$3.76K
1857
$3.76K
1858
$3.75K
1859
$3.69K
1860
$3.69K
1861
$3.54K
1862
$3.46K
1863
$3.39K
1864
$3.3K
1865
$3K
1866
$2.87K
1867
$2.77K
1868
$2.68K
1869
$2.21K
1870
$2.13K
1871
$2K
1872
$1.84K
1873
$1.83K
1874
$1.4K
1875
$1.34K