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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
401
$7.87M
402
$7.85M
403
$7.82M
404
$7.79M
405
$7.77M
406
$7.73M
407
$7.71M
408
$7.68M
409
$7.61M
410
$7.59M
411
$7.59M
412
$7.54M
413
$7.53M
414
$7.51M
415
$7.45M
416
$7.43M
417
$7.41M
418
$7.37M
419
$7.34M
420
$7.3M
421
$7.23M
422
$7.22M
423
$7.18M
424
$7.17M
425
$7.15M