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