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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
1001
$529K
1002
$528K
1003
$527K
1004
$525K
1005
$521K
1006
$519K
1007
$516K
1008
$510K
1009
$507K
1010
$506K
1011
$504K
1012
$500K
1013
$497K
1014
$496K
1015
$494K
1016
$493K
1017
$491K
1018
$487K
1019
$486K
1020
$484K
1021
$484K
1022
$484K
1023
$479K
1024
$478K
1025
$478K