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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
1326
$148K
1327
$139K
1328
$138K
1329
$138K
1330
$137K
1331
$134K
1332
$131K
1333
$129K
1334
$127K
1335
$127K
1336
$123K
1337
$120K
1338
$120K
1339
$118K
1340
$118K
1341
$116K
1342
$115K
1343
$110K
1344
$109K
1345
$108K
1346
$105K
1347
$105K
1348
$97K
1349
$96K
1350
$91K