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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
1226
$263K
1227
$263K
1228
$263K
1229
$262K
1230
$262K
1231
$262K
1232
$261K
1233
$260K
1234
$259K
1235
$259K
1236
$257K
1237
$257K
1238
$257K
1239
$257K
1240
$256K
1241
$256K
1242
$256K
1243
$255K
1244
$253K
1245
$252K
1246
$250K
1247
$250K
1248
$249K
1249
$245K
1250
$245K