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Charles Schwab

1,511 hedge funds and large institutions have $97.8B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 645 increasing their positions, 486 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: 1,4821,511 (+29)

1.75% more ownership

Funds ownership: 73.3%75.06% (+1.8%)

Holders
1,511
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
110
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
26
$837M
27
$806M
28
$768M
29
$747M
30
$740M
31
$739M
32
$673M
33
$627M
34
$620M
35
$582M
36
$573M
37
$559M
38
$551M
39
$540M
40
$531M
41
$518M
42
$484M
43
$474M
44
$439M
45
$431M
46
$407M
47
$405M
48
$398M
49
$378M
50
$377M