Charles Schwab
SCHW
SCHW
1,726 hedge funds and large institutions have $80.4B invested in Charles Schwab in 2023 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 742 increasing their positions, 629 reducing their positions, and 157 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
-37
Holders Change %
-2.1%
% of All Funds
27.52%
Holding in Top 10
57
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.93%
% of All Funds
0.91%
New
144
Increased
742
Reduced
629
Closed
157
Calls
$1.71B
Puts
$1.86B
Net Calls
-$151M
Net Calls Change
+$96.5M
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
$2.85B |
| 2 |
JPMorgan Chase & Co
New York
|
$1.92B |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
$1.63B |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
$390M |
| 5 |
VanEck Associates
New York
|
$291M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
$565M |
| 2 |
Two Sigma Advisers
New York
|
$61.4M |
| 3 |
Jane Street
New York
|
$21.7M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
$95.7M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
$501M |
