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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
751
$1.43M
752
$1.42M
753
$1.42M
754
$1.42M
755
$1.4M
756
$1.39M
757
$1.39M
758
$1.37M
759
$1.37M
760
$1.36M
761
$1.36M
762
$1.36M
763
$1.36M
764
$1.35M
765
$1.35M
766
$1.34M
767
$1.34M
768
$1.34M
769
$1.34M
770
$1.34M
771
$1.33M
772
$1.33M
773
$1.33M
774
$1.32M
775
$1.3M