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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
601
$2.88M
602
$2.87M
603
$2.85M
604
$2.85M
605
$2.82M
606
$2.81M
607
$2.81M
608
$2.8M
609
$2.79M
610
$2.79M
611
$2.76M
612
$2.75M
613
$2.75M
614
$2.73M
615
$2.71M
616
$2.68M
617
$2.67M
618
$2.67M
619
$2.66M
620
$2.65M
621
$2.55M
622
$2.54M
623
$2.52M
624
$2.5M
625
$2.5M