Charles schwab corp SCHW.US Whale Interest Analysis

US StockFinancials
(No presentation for SCHW)

SCHW Whale Interest Score

3

24

15

Increased Allocation
  • AI analysis rates SCHW with  a higher whale interest score of 4.
  • The  concentrated ownership typically leads to more stable long-term growth in stocks.
  • Institutions have  started building positions.
  • Tracking 10 prominent institutions, the following have traded this quarter:
    • Buying: Renaissance Technologies LLC, and Caxton Associates LP
    • Selling: Bridgewater Associates, LP

SCHW Whale Interest Reference Factors

According to the latest 13F reports, we summarizes key information, including whale invest rate, number of institutions, and related fund flows, providing an overview of major institutional activity.

Update to 2025/2/18 (Quarterly Update)

Net Flow (Inflow - Outflow)$1.83B

Capital Inflow

$8.75B

Accumulator : 734 $6.95B
Initiator : 224 $1.79B

Capital Outflow

$6.92B

Reducer : 771 $5.80B
Liquidator : 111 $1.11B

SCHW Historical Whale Interest Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

Prominent Inst. Holdings of SCHW

The buying and selling records of 10 well-known and widely followed institutions for this stock over the past year are listed in the table below.

2024Q4Shares

1.09 M16%

2024Q3Shares

939.19 KNew Buy

2024Q2Shares

--

2024Q1Shares

--

SCHW Insider Transactions

According to the statistics, a total of 13 insiders have conducted stock transactions in the past year, with a total of 57 trades. All trades were selling transactions (with a total of 1.56M shares sold).

SCHW Top 5 Insider Shareholders

Top 10 High Relevance to SCHW Whale Interest Score