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Charles Schwab

779 hedge funds and large institutions have $32.4B invested in Charles Schwab in 2016 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 289 increasing their positions, 283 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 761779 (+18)

1.05% more ownership

Funds ownership: 76.89%77.94% (+1.1%)

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 283

Holders
779
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$352M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
551
$484K
552
$478K
553
$477K
554
$475K
555
$473K
556
$465K
557
$455K
558
$447K
559
$441K
560
$440K
561
$420K
562
$416K
563
$414K
564
$413K
565
$404K
566
$404K
567
$401K
568
$397K
569
$397K
570
$394K
571
$387K
572
$387K
573
$385K
574
$382K
575
$382K