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Charles Schwab

1,498 hedge funds and large institutions have $111B invested in Charles Schwab in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 563 increasing their positions, 486 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

12% more funds holding

Funds holding: 1,3411,498 (+157)

1.21% more ownership

Funds ownership: 72.3%73.5% (+1.2%)

5% less call options, than puts

Call options by funds: $977M | Put options by funds: $1.02B

Holders
1,498
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$977M
Puts
$1.02B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$9.82B
2
$8.86B
3
$7.01B
4
$6.88B
5
$6.19B
6
$5.86B
7
$3.05B
8
$2.86B
9
$2.38B
10
$2.04B
11
$1.65B
12
$1.43B
13
$1.43B
14
$1.37B
15
$1.37B
16
$1.22B
17
$1.13B
18
$1.13B
19
$1.05B
20
$1.03B
21
$1B
22
$901M
23
$866M
24
$857M
25
$840M