We are live on ! Find out more
SCHW.PRC

The Charles Schwab Corporation
SCHW.PRC

Delisted

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

Back to rankings

1 hedge funds and large institutions have $3.34M invested in The Charles Schwab Corporation in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $2.65M → $3.34M (+$684K)

0% more funds holding

Funds holding: 1 → 1 (0)

Holders
1
Holders Change
–
Holders Change %
0%
% of All Funds
0.01%
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
+$12K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1
SAM Advisors
California
$3.34M +$12K +175 +0.4%

SCHW.PRC Hedge Fund Activity: Q4 2023 in Review

1 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in The Charles Schwab Corporation (SCHW.PRC) for Q4 2023, worth a combined $3.34M — up 26% from $2.65M a quarter earlier.

Fund positioning in SCHW.PRC was balanced in Q4 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 $12K.

  • 1 institutional investor held The Charles Schwab Corporation (SCHW.PRC) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $3.34M of The Charles Schwab Corporation stock for Q4 2023, up 26% quarter-over-quarter.
  • 0 funds opened new The Charles Schwab Corporation positions in Q4 2023 and 0 closed out.
  • The largest The Charles Schwab Corporation buyer in Q4 2023 was SAM Advisors, an estimated $12K added.

Based on aggregated 13F filings for Q4 2023.