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Charles Schwab

1,514 hedge funds and large institutions have $97.9B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 646 increasing their positions, 487 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

11% more call options, than puts

Call options by funds: $923M | Put options by funds: $829M

2% more funds holding

Funds holding: 1,4851,514 (+29)

1.75% more ownership

Funds ownership: 73.35%75.1% (+1.8%)

Holders
1,514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$923M
Puts
$829M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
376
$9.92M
377
$9.86M
378
$9.84M
379
$9.41M
380
$9.31M
381
$9.26M
382
$9.2M
383
$9.13M
384
$9M
385
$8.98M
386
$8.8M
387
$8.64M
388
$8.59M
389
$8.48M
390
$8.45M
391
$8.41M
392
$8.35M
393
$8.28M
394
$8.17M
395
$8.15M
396
$8.06M
397
$8.02M
398
$7.93M
399
$7.91M
400
$7.91M