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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
676
$1.91M
677
$1.9M
678
$1.89M
679
$1.89M
680
$1.88M
681
$1.88M
682
$1.88M
683
$1.87M
684
$1.85M
685
$1.84M
686
$1.82M
687
$1.8M
688
$1.8M
689
$1.8M
690
$1.8M
691
$1.8M
692
$1.8M
693
$1.79M
694
$1.78M
695
$1.78M
696
$1.77M
697
$1.77M
698
$1.77M
699
$1.77M
700
$1.76M