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Charles Schwab

1,834 hedge funds and large institutions have $94.8B invested in Charles Schwab in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 731 increasing their positions, 737 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,834
Holders Change
-44
Holders Change %
-2.34%
% of All Funds
26.53%
Holding in Top 10
53
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-32.05%
% of All Funds
0.77%
New
146
Increased
731
Reduced
737
Closed
168
Calls
$1.31B
Puts
$1.72B
Net Calls
-$408M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Shares
Change %
BONH
2001
Bank of New Hampshire
New Hampshire
-$1.11K -15 Closed
DWA
2002
Delos Wealth Advisors
Texas
-$1.03K -14 Closed
HH
2003
HWG Holdings
Texas
-$516 -7 Closed