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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
651
$2.16M
652
$2.14M
653
$2.14M
654
$2.12M
655
$2.12M
656
$2.11M
657
$2.11M
658
$2.08M
659
$2.07M
660
$2.06M
661
$2.05M
662
$2.01M
663
$1.98M
664
$1.98M
665
$1.98M
666
$1.96M
667
$1.94M
668
$1.93M
669
$1.92M
670
$1.92M
671
$1.92M
672
$1.91M
673
$1.91M
674
$1.91M
675
$1.91M