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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
+$1.87B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.19B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$605M
4
Dodge & Cox
Dodge & Cox
California
+$563M
5
Boston Partners
Boston Partners
Massachusetts
+$247M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$285M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$227M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$219M
4
Renaissance Technologies
Renaissance Technologies
New York
-$184M
5
Norges Bank
Norges Bank
Norway
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1526
Triumph Capital Management
Colorado
$241K -$160K -2,328 -40%
SIM
1527
Studio Investment Management
Illinois
$239K -$48.8K -709 -17%
FC
1528
Forte Capital
New York
$239K -$41.1K -597 -15%
CWP
1529
Concord Wealth Partners
Virginia
$239K -$90.8K -1,320 -28%
SCP
1530
Sivia Capital Partners
California
$239K +$239K +3,474 New
TWP
1531
Tempus Wealth Planning
California
$239K +$239K +3,472 New
AO
1532
Advisor OS
Illinois
$239K -$585K -8,500 -71%
LCM
1533
LCM Capital Management
Illinois
$238K +$238K +3,465 New
CSIA
1534
Charles Schwab Investment Advisory
California
$238K +$238K +3,462 New
AIP
1535
Almanack Investment Partners
Pennsylvania
$238K +$238K +3,460 New
KLCM
1536
KG&L Capital Management
Louisiana
$236K +$236K +3,430 New
KWS
1537
Keystone Wealth Services
California
$236K -$67.1K -975 -22%
CMAI
1538
Capital Management Associates Inc
Minnesota
$235K +$235K +3,415 New
ODG
1539
O'Dell Group
Ohio
$235K +$235K +3,414 New
CFA
1540
CWS Financial Advisors
Michigan
$234K +$234K +3,401 New
ORAM
1541
One River Asset Management
Connecticut
$234K -$2.91M -42,250 -93%
WPP
1542
Whalerock Point Partners
Rhode Island
$234K +$234K +3,397 New
PCIG
1543
Partners Capital Investment Group
Massachusetts
$233K +$233K +3,389 New
MAWA
1544
Moss Adams Wealth Advisors
Washington
$233K +$233K +3,382 New
RAM
1545
Readystate Asset Management
Illinois
$233K -$3.53M -51,378 -94%
FFB
1546
First Financial Bankshares
Texas
$232K +$232K +3,375 New
SFG
1547
SNS Financial Group
Minnesota
$232K +$232K +3,373 New
SWP
1548
Semus Wealth Partners
Florida
$232K +$232K +3,372 New
CWM
1549
Centric Wealth Management
Illinois
$232K +$998 +16 +0.4%
WA1
1550
Wimmer Associates 1
California
$232K +$232K +3,366 New
60 61
62
63 64