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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
1126
$354K
1127
$348K
1128
$347K
1129
$346K
1130
$344K
1131
$342K
1132
$340K
1133
$337K
1134
$336K
1135
$336K
1136
$336K
1137
$335K
1138
$333K
1139
$333K
1140
$332K
1141
$332K
1142
$332K
1143
$329K
1144
$328K
1145
$327K
1146
$327K
1147
$326K
1148
$326K
1149
$325K
1150
$325K