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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
601
$2.87M
602
$2.85M
603
$2.85M
604
$2.82M
605
$2.81M
606
$2.81M
607
$2.8M
608
$2.79M
609
$2.79M
610
$2.76M
611
$2.75M
612
$2.75M
613
$2.73M
614
$2.71M
615
$2.68M
616
$2.67M
617
$2.67M
618
$2.66M
619
$2.65M
620
$2.55M
621
$2.54M
622
$2.52M
623
$2.5M
624
$2.5M
625
$2.47M