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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
576
$3.21M
577
$3.16M
578
$3.15M
579
$3.15M
580
$3.15M
581
$3.13M
582
$3.13M
583
$3.11M
584
$3.1M
585
$3.1M
586
$3.08M
587
$3.07M
588
$3.03M
589
$3.02M
590
$3M
591
$2.99M
592
$2.99M
593
$2.99M
594
$2.97M
595
$2.97M
596
$2.96M
597
$2.96M
598
$2.94M
599
$2.94M
600
$2.89M