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Charles Schwab

1,511 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, 645 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: 1,4821,511 (+29)

1.75% more ownership

Funds ownership: 73.3%75.06% (+1.8%)

Holders
1,511
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
101
$122M
102
$122M
103
$122M
104
$121M
105
$115M
106
$113M
107
$112M
108
$112M
109
$110M
110
$109M
111
$109M
112
$108M
113
$106M
114
$103M
115
$102M
116
$102M
117
$100M
118
$96.5M
119
$93.7M
120
$93.1M
121
$92.8M
122
$92.6M
123
$91.4M
124
$88.3M
125
$87.8M