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Charles Schwab

1,512 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, 646 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: 1,4831,512 (+29)

1.75% more ownership

Funds ownership: 73.31%75.06% (+1.8%)

Holders
1,512
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
501
$4.44M
502
$4.44M
503
$4.42M
504
$4.42M
505
$4.41M
506
$4.35M
507
$4.32M
508
$4.29M
509
$4.21M
510
$4.17M
511
$4.14M
512
$4.12M
513
$4.08M
514
$4.06M
515
$4.04M
516
$4.01M
517
$3.98M
518
$3.98M
519
$3.93M
520
$3.93M
521
$3.93M
522
$3.88M
523
$3.88M
524
$3.86M
525
$3.85M