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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
526
$3.84M
527
$3.82M
528
$3.81M
529
$3.8M
530
$3.8M
531
$3.77M
532
$3.74M
533
$3.73M
534
$3.73M
535
$3.72M
536
$3.71M
537
$3.71M
538
$3.7M
539
$3.69M
540
$3.69M
541
$3.69M
542
$3.68M
543
$3.67M
544
$3.66M
545
$3.65M
546
$3.61M
547
$3.6M
548
$3.59M
549
$3.59M
550
$3.59M