Charles Schwab
HIVE

Charles Schwab’s HIVE Digital Technologies HIVE Stock Holding History

Charles Schwab’s Portfolio HIVE Stock Details HIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.98M Buy
5,250,957
+63,594
+1% +$157K ﹤0.01% 2095
2025
Q4 		$13.4M Buy
5,187,363
+1,193,991
+30% +$5.05M ﹤0.01% 1981
2025
Q3 		$16.1M Buy
3,993,372
+2,570,371
+181% +$6.92M ﹤0.01% 1867
2025
Q2 		$2.56M Buy
1,423,001
+39,555
+3% +$69.7K ﹤0.01% 2596
2025
Q1 		$2.01M Buy
1,383,446
+647,159
+88% +$1.59M ﹤0.01% 2618
2024
Q4 		$2.1M Buy
736,287
+411,071
+126% +$1.54M ﹤0.01% 2662
2024
Q3 		$1.02M Buy
325,216
+106,103
+48% +$346K ﹤0.01% 2909
2024
Q2 		$675K Buy
219,113
+24,758
+13% +$69.5K ﹤0.01% 3071
2024
Q1 		$655K Buy
+194,355
New +$693K ﹤0.01% 2924
2022
Q4 		– Sell
-35,262
Closed -$133K – 3552
2022
Q3 		$133K Buy
+35,262
New +$160K ﹤0.01% 3201

Other funds holding HIVE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return