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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
701
$1.75M
702
$1.73M
703
$1.72M
704
$1.69M
705
$1.69M
706
$1.69M
707
$1.69M
708
$1.68M
709
$1.67M
710
$1.66M
711
$1.63M
712
$1.61M
713
$1.61M
714
$1.61M
715
$1.6M
716
$1.59M
717
$1.59M
718
$1.59M
719
$1.59M
720
$1.58M
721
$1.57M
722
$1.57M
723
$1.57M
724
$1.55M
725
$1.55M