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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 %
GCWM
1901
Graham Capital Wealth Management
District of Columbia
– -$1.9M -33,596 Closed
TCM
1902
Teza Capital Management
Illinois
– -$1.78M -32,467 Closed
DCM
1903
Davidson Capital Management
Texas
– -$1.78M -32,454 Closed
SSP
1904
Sixth Street Partners
Texas
– -$1.65M -30,000 Closed
DIM
1905
Delta Investment Management
California
– -$1.5M -27,404 Closed
KA
1906
Kintegral Advisory
New York
– -$1.41M -25,614 Closed
PIM
1907
Platinum Investment Management
Australia
– -$1.37M -25,000 Closed
WWM
1908
WT Wealth Management
Arizona
– -$1.35M -24,543 Closed
MF
1909
Magnetar Financial
Illinois
– -$1.34M -24,453 Closed
ACS
1910
Archford Capital Strategies
Illinois
– -$1.31M -23,943 Closed
CWM
1911
C2C Wealth Management
Arizona
– -$1.14M -21,380 Closed
FMAEN1
1912
Fund Management at Engine No 1
California
– -$1.17M -21,270 Closed
N
1913
Numerai
California
– -$871K -15,863 Closed
AFM
1914
Anson Funds Management
Texas
– -$824K -15,000 Closed
LP
1915
LMR Partners
United Kingdom
– -$818K -14,904 Closed
MFG
1916
Monte Financial Group
Connecticut
– -$728K -13,253 Closed
WGCA
1917
Wolf Group Capital Advisors
Virginia
– -$700K -12,744 Closed
PA
1918
Paragon Advisors
Texas
– -$699K -12,734 Closed
SCM
1919
Shaolin Capital Management
Florida
– -$686K -12,500 Closed
QCM
1920
Qsemble Capital Management
New York
– -$664K -12,100 Closed
LD
1921
Lipe & Dalton
New York
– -$633K -11,532 Closed
KJWM
1922
Kiley Juergens Wealth Management
Washington
– -$613K -11,174 Closed
SBH
1923
Segall Bryant & Hamill
Illinois
– -$595K -10,836 Closed
CWAG
1924
Compton Wealth Advisory Group
Virginia
– -$589K -10,723 Closed
B
1925
Bridgeworth
Alabama
– -$577K -10,515 Closed
75 76
77
78 79