We are live on ! Find out more
SCHW icon

Charles Schwab

1,035 hedge funds and large institutions have $57.5B invested in Charles Schwab in 2018 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 360 increasing their positions, 417 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $55.8B → $57.5B (+$1.66B)

0.65% more ownership

Funds ownership: 81.13%81.78% (+0.65%)

14% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 417

Holders
1,035
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$244M
Puts
$188M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
926
$64K
927
$64K
928
$63K
929
$62K
930
$61K
931
$60K
932
$58K
933
$56K
934
$56K
935
$54K
936
$52K
937
$52K
938
$50K
939
$49K
940
$47K
941
$46K
942
$46K
943
$42K
944
$42K
945
$39K
946
$39K
947
$37K
948
$37K
949
$36K
950
$36K