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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
451
$6.06M
452
$6.04M
453
$6.03M
454
$6.01M
455
$5.99M
456
$5.98M
457
$5.98M
458
$5.87M
459
$5.86M
460
$5.8M
461
$5.79M
462
$5.77M
463
$5.76M
464
$5.76M
465
$5.54M
466
$5.54M
467
$5.53M
468
$5.46M
469
$5.42M
470
$5.4M
471
$5.38M
472
$5.35M
473
$5.32M
474
$5.32M
475
$5.29M