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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
1301
$211K
1302
$210K
1303
$209K
1304
$209K
1305
$209K
1306
$209K
1307
$207K
1308
$206K
1309
$206K
1310
$206K
1311
$206K
1312
$206K
1313
$204K
1314
$203K
1315
$202K
1316
$202K
1317
$201K
1318
$194K
1319
$193K
1320
$182K
1321
$173K
1322
$165K
1323
$165K
1324
$163K
1325
$159K