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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
776
$1.3M
777
$1.3M
778
$1.29M
779
$1.27M
780
$1.27M
781
$1.26M
782
$1.26M
783
$1.25M
784
$1.25M
785
$1.25M
786
$1.24M
787
$1.24M
788
$1.24M
789
$1.23M
790
$1.23M
791
$1.23M
792
$1.23M
793
$1.23M
794
$1.23M
795
$1.22M
796
$1.22M
797
$1.22M
798
$1.22M
799
$1.21M
800
$1.21M