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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
551
$3.59M
552
$3.54M
553
$3.54M
554
$3.52M
555
$3.51M
556
$3.5M
557
$3.49M
558
$3.45M
559
$3.45M
560
$3.4M
561
$3.39M
562
$3.38M
563
$3.35M
564
$3.34M
565
$3.32M
566
$3.32M
567
$3.31M
568
$3.3M
569
$3.28M
570
$3.25M
571
$3.23M
572
$3.23M
573
$3.23M
574
$3.23M
575
$3.22M