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SCHW.PRC

The Charles Schwab Corporation
SCHW.PRC

Delisted

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

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1 hedge funds and large institutions have $2.65M invested in The Charles Schwab Corporation in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $2.72M → $2.65M (-$67.9K)

Holders
1
Holders Change
–
Holders Change %
0%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
SAM Advisors
California
+$17.6K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1
SAM Advisors
California
$2.65M +$17.6K +320 +0.7%

SCHW.PRC Hedge Fund Activity: Q3 2023 in Review

1 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in The Charles Schwab Corporation (SCHW.PRC) for Q3 2023, worth a combined $2.65M — down 2.5% from $2.72M a quarter earlier.

Fund positioning in SCHW.PRC was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was SAM Advisors, adding an estimated $17.6K.

  • 1 institutional investor held The Charles Schwab Corporation (SCHW.PRC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.65M of The Charles Schwab Corporation stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 0 funds opened new The Charles Schwab Corporation positions in Q3 2023 and 0 closed out.
  • The largest The Charles Schwab Corporation buyer in Q3 2023 was SAM Advisors, an estimated $17.6K added.

Based on aggregated 13F filings for Q3 2023.