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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
1401
$36K
1402
$35K
1403
$35K
1404
$34K
1405
$32K
1406
$32K
1407
$32K
1408
$30K
1409
$29K
1410
$29K
1411
$28K
1412
$27K
1413
$26K
1414
$26K
1415
$25K
1416
$25K
1417
$25K
1418
$24K
1419
$24K
1420
$24K
1421
$23K
1422
$23K
1423
$23K
1424
$21K
1425
$21K