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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
801
$1.21M
802
$1.19M
803
$1.19M
804
$1.18M
805
$1.18M
806
$1.17M
807
$1.16M
808
$1.16M
809
$1.16M
810
$1.15M
811
$1.15M
812
$1.14M
813
$1.14M
814
$1.13M
815
$1.13M
816
$1.13M
817
$1.13M
818
$1.13M
819
$1.13M
820
$1.12M
821
$1.12M
822
$1.12M
823
$1.12M
824
$1.1M
825
$1.1M