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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
501
$4.45M
502
$4.44M
503
$4.44M
504
$4.42M
505
$4.42M
506
$4.41M
507
$4.35M
508
$4.32M
509
$4.29M
510
$4.21M
511
$4.17M
512
$4.14M
513
$4.12M
514
$4.08M
515
$4.06M
516
$4.04M
517
$4.01M
518
$3.98M
519
$3.98M
520
$3.93M
521
$3.93M
522
$3.93M
523
$3.88M
524
$3.88M
525
$3.86M