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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
926
$729K
927
$726K
928
$725K
929
$725K
930
$719K
931
$719K
932
$716K
933
$710K
934
$709K
935
$699K
936
$698K
937
$698K
938
$697K
939
$697K
940
$695K
941
$683K
942
$681K
943
$680K
944
$673K
945
$673K
946
$669K
947
$667K
948
$667K
949
$665K
950
$658K