Charles Schwab
SCHW
1,893 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, 693 increasing their positions, 790 reducing their positions, and 111 closing their positions.
40% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 111
2% more capital invested
Capital invested by funds: $108B → $110B (+$2.24B)
1% more funds holding
Funds holding: 1,877 → 1,893 (+16)
0% more funds holding in top 10
Funds holding in top 10: 80 → 80 (0)
0.02% less ownership
Funds ownership: 84.38% → 84.36% (-0.02%)
12% less repeat investments, than reductions
Existing positions increased: 693 | Existing positions reduced: 790
25% less call options, than puts
Call options by funds: $1.53B | Put options by funds: $2.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$977M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$952M |
| 3 |
JP Morgan Chase
New York
|
+$233M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$200M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$187M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$280M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$240M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
-$214M |
| 4 |
VanEck Associates
New York
|
-$213M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$148M |
SCHW Hedge Fund Activity: Q2 2024 in Review
1,893 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2024, worth a combined $110B — up 2.1% from $108B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new SCHW positions and 111 closed out — a net gain of 44 holders — while 693 added to existing stakes and 790 trimmed.
The largest buyer was DZ Bank, adding an estimated $977M. The largest seller was Massachusetts Financial Services, cutting an estimated $280M.
- 1,893 institutional investors held Charles Schwab (SCHW) as of Q2 2024, up from 1,877 in Q1 2024.
- Funds reported $110B of Charles Schwab stock for Q2 2024, up 2.1% quarter-over-quarter.
- 155 funds opened new Charles Schwab positions in Q2 2024 and 111 closed out, a net change of +44 holders.
- The largest Charles Schwab buyer in Q2 2024 was DZ Bank, an estimated $977M added.
- The largest Charles Schwab seller in Q2 2024 was Massachusetts Financial Services, an estimated $280M sold.
Based on aggregated 13F filings for Q2 2024.