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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
1076
$408K
1077
$405K
1078
$403K
1079
$403K
1080
$402K
1081
$402K
1082
$402K
1083
$401K
1084
$398K
1085
$397K
1086
$396K
1087
$396K
1088
$395K
1089
$395K
1090
$395K
1091
$393K
1092
$392K
1093
$392K
1094
$392K
1095
$391K
1096
$389K
1097
$389K
1098
$387K
1099
$385K
1100
$385K