SCHW - Charles Schwab Corp-The Stock Price, Fair Value and News
70.02USD-0.60 (-0.85%)Market Closed
Which funds bought or sold SCHW recently?
Which funds are the top buyers of SCHW?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| TORONTO DOMINION BANK | 226,068,000 | 15,553,500,000 | 22.56% |
| VANGUARD GROUP INC | 119,920,000 | 8,250,520,000 | 0.18% |
| BlackRock Inc. | 95,180,300 | 6,548,410,000 | 0.17% |
| Dodge & Cox | 86,422,000 | 5,945,830,000 | 3.77% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 69,360,200 | 4,771,980,000 | 0.64% |
| STATE STREET CORP | 61,360,300 | 4,221,590,000 | 0.20% |
| JPMORGAN CHASE & CO | 43,682,700 | 3,005,370,000 | 0.29% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 30,995,000 | 2,132,450,000 | 0.69% |
| GEODE CAPITAL MANAGEMENT, LLC | 28,147,100 | 1,930,480,000 | 0.20% |
| MORGAN STANLEY | 24,925,500 | 1,714,880,000 | 0.15% |
Which funds have put a big percent of portfolio in SCHW?
| Fund Name | $ Value | % Port. |
|---|---|---|
| RPTC Inc. | 262,988,000 | 56.44% |
| TORONTO DOMINION BANK | 15,553,500,000 | 22.56% |
| Theleme Partners LLP | 387,382,000 | 18.47% |
| Crown Oak Advisors, LLC | 31,331,500 | 18.32% |
| North Peak Capital Management, LLC | 168,025,000 | 17.65% |
| Mount Capital Ltd | 31,318,300 | 13.56% |
| Courant Investment Management LLC | 13,656,700 | 13.27% |
| Blue Whale Capital LLP | 84,899,200 | 10.89% |
| Coalescence Partners Investment Management, LP | 11,914,200 | 10.64% |
| Ruane, Cunniff & Goldfarb L.P. | 582,747,000 | 9.31% |
Trend of No. of funds that hold SCHW
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| NORGES BANK | 950,192,000 |
| WHALEROCK POINT PARTNERS, LLC | 233,948,000 |
| PointState Capital LP | 161,786,000 |
| MARSHALL WACE, LLP | 58,779,000 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 55,935,400 |
| Capitolis Liquid Global Markets LLC | 55,040,000 |
| Susquehanna Portfolio Strategies, LLC | 46,250,400 |
| Crown Oak Advisors, LLC | 31,331,500 |
Additions
| Fund Name | % Increased |
|---|---|
| Spartan Planning & Wealth Management | 33,540 |
| GeoWealth Management, LLC | 5,787 |
| Rise Advisors, LLC | 4,025 |
| L2 Asset Management, LLC | 3,416 |
| PROVENCE WEALTH MANAGEMENT GROUP | 1,873 |
| Jefferies Financial Group Inc. | 1,023 |
| Costello Asset Management, INC | 916 |
| Coppell Advisory Solutions LLC | 909 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Balyasny Asset Management L.P. | -99.46 |
| CAPSTONE INVESTMENT ADVISORS, LLC | -99.36 |
| WOLVERINE ASSET MANAGEMENT LLC | -98.18 |
| CoreFirst Bank & Trust | -97.85 |
| WILSEY ASSET MANAGEMENT INC | -96.86 |
| Laurion Capital Management LP | -94.00 |
| READYSTATE ASSET MANAGEMENT LP | -93.83 |
| D. E. Shaw & Co., Inc. | -92.69 |
Sold off
| Fund Name | $ Sold |
|---|---|
| RENAISSANCE TECHNOLOGIES LLC | -183,862,000 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | -159,759,000 |
| TWO SIGMA ADVISERS, LP | -61,443,800 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | -45,907,400 |
| North Reef Capital Management LP | -35,959,500 |
| Capital World Investors | -17,885,000 |
| OFI INVEST ASSET MANAGEMENT | -15,387,500 |
| MAKENA CAPITAL MANAGEMENT LLC | -14,443,400 |