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SCHW.PRC

The Charles Schwab Corporation

Delisted

SCHW.PRC was delisted on the 28th of May, 2021.

2 hedge funds and large institutions have $909K invested in The Charles Schwab Corporation in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $707K → $909K (+$202K)

33% less funds holding

Funds holding: 32 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
MCM
Maryland Capital Management
Maryland
+$261K

Top Sellers

Rank Fund Capital Flow
1
RWM
Raffa Wealth Management
District of Columbia
-$65.3K

SCHW.PRC Hedge Fund Activity: Q3 2019 in Review

2 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in The Charles Schwab Corporation (SCHW.PRC) for Q3 2019, worth a combined $909K — up 29% from $707K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SCHW.PRC and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Maryland Capital Management, adding an estimated $261K. The largest seller was Raffa Wealth Management, exiting entirely with an estimated $65.3K sold.

  • 2 institutional investors held The Charles Schwab Corporation (SCHW.PRC) as of Q3 2019, down from 3 in Q2 2019.
  • Funds reported $909K of The Charles Schwab Corporation stock for Q3 2019, up 29% quarter-over-quarter.
  • 0 funds opened new The Charles Schwab Corporation positions in Q3 2019 and 1 closed out, a net change of -1 holder.
  • The largest The Charles Schwab Corporation buyer in Q3 2019 was Maryland Capital Management, an estimated $261K added.
  • The largest The Charles Schwab Corporation seller in Q3 2019 was Raffa Wealth Management, an estimated $65.3K sold.

Based on aggregated 13F filings for Q3 2019.