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Charles Schwab
SCHW

Overview Fund Activity

1,863 hedge funds and large institutions have $105B invested in Charles Schwab in 2023 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 758 increasing their positions, 638 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
+137
Holders Change %
+7.94%
% of All Funds
27.31%
Holding in Top 10
87
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+52.63%
% of All Funds
1.28%
New
283
Increased
758
Reduced
638
Closed
120
Calls
$2.42B
Puts
$2.26B
Net Calls
+$159M
Net Calls Change
+$311M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.43B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.77B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.01B
4
Dodge & Cox
Dodge & Cox
California
$5.95B
5
Boston Partners
Boston Partners
Massachusetts
$305M

Top Sellers

1
Millennium Management
Millennium Management
New York
$58.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.25B
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Norges Bank
Norges Bank
Norway
$950M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$590M -$38.2M -554,785 -6%
Legal & General Group
27
Legal & General Group
United Kingdom
$586M -$2.33M -33,808 -0.4%
AIM
28
Allen Investment Management
New York
$584M -$3.08M -44,773 -0.5%
RCG
29
Ruane, Cunniff & Goldfarb
New York
$583M -$14.5M -210,679 -2%
Ameriprise
30
Ameriprise
Minnesota
$571M +$81.8M +1,188,960 +17%
BAMCO Inc
31
BAMCO Inc
New York
$559M +$1.72M +25,063 +0.3%
GIM
32
Generation Investment Management
United Kingdom
$549M -$86.6M -1,258,334 -14%
UBS AM
33
UBS AM
Illinois
$547M +$82.9M +1,204,325 +18%
Deutsche Bank
34
Deutsche Bank
Germany
$519M +$25.3M +367,394 +5%
Charles Schwab
35
Charles Schwab
California
$517M +$13.6M +197,504 +3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$478M +$73.5M +1,069,024 +18%
Baillie Gifford & Co
37
Baillie Gifford & Co
United Kingdom
$477M -$24.2M -351,729 -5%
Ninety One (UK)
38
Ninety One (UK)
United Kingdom
$467M -$19.8M -287,863 -4%
Lazard Asset Management
39
Lazard Asset Management
New York
$462M -$37.1M -538,874 -7%
YAM
40
Yacktman Asset Management
Texas
$435M -$2.73M -39,752 -0.6%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$402M +$117M +1,706,569 +41%
Principal Financial Group
42
Principal Financial Group
Iowa
$400M +$1.83M +26,589 +0.5%
TP
43
Theleme Partners
United Kingdom
$387M -$81.9M -1,190,000 -17%
LCOV
44
London Company of Virginia
Virginia
$385M -$23.6M -342,706 -6%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$381M +$4.21M +61,234 +1%
Amundi
46
Amundi
France
$379M +$92.8M +1,390,182 +32%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$374M +$9.8M +142,446 +3%
VanEck Associates
48
VanEck Associates
New York
$371M +$6.01M +87,395 +2%
FMI
49
Fiduciary Management Inc
Wisconsin
$355M +$18.8M +273,319 +6%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$330M +$29.1M +422,408 +10%
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