SCHWInstitutional Flow
Period: 2026-03-31 · 58 managers with reported activity
SCHW institutional flow for the 2026-03-31 13F reporting period: 58 institutional managers filed activity, with 2 opening new positions and 21 increasing existing holdings (40% bullish). 30 reduced positions and 5 fully exited (60% bearish). FundFlow score: -0.21 — signaling institutional distribution with 100% confidence.
FundFlow is StonkWhisper's institutional sentiment index derived from SEC 13F filings. Institutional investment managers with at least $100 million in qualifying assets under management are required to file 13F reports within 45 days of each quarter end, disclosing their long positions in U.S. equities. FundFlow aggregates these disclosures across 170+ tracked managers and produces a net conviction score for each ticker. A rising FundFlow score — especially when driven by new position opens from concentrated funds — is a leading indicator of institutional thesis formation. The interactive charts below show the full manager-level breakdown and historical flow trend for SCHW.
Quarterly Flow History
Accumulating (23)
| Manager | Action | Shares | Value |
|---|---|---|---|
| Farallon Capital | NEW POSITION | 4.0M | $371.8B |
| Sculptor | NEW POSITION | 100K | $9.4B |
| Viking Global | INCREASED | 14.7M+6% | $1378.2B |
| Fisher Investments | INCREASED | 22.2M+2% | $2088.1B |
| Acadian | INCREASED | 417K+512% | $39.1M |
| Geode Capital | INCREASED | 5.4M+6% | $503.3B |
| Artisan Partners | INCREASED | 17.5M+1% | $1640.0B |
| Marshall Wace | INCREASED | 225K+421% | $21.1B |
| PRIMECAP | INCREASED | 23.4M+1% | $2203.1B |
| State Street | INCREASED | 72.8M+0% | $6838.3B |
| Epoch | INCREASED | 165K+388% | $15.5B |
| Gabelli | INCREASED | 133K+185% | $12.5B |
| Wellington | INCREASED | 84K+1509% | $7.9B |
| Tudor | INCREASED | 84K+1297% | $7.9B |
| Thornburg | INCREASED | 810K+7% | $76.1B |
| DE Shaw | INCREASED | 61K+62% | $5.7B |
| Davis Advisors | INCREASED | 311K+3% | $29.2B |
| Neuberger Berman (Eisman) | INCREASED | 49K+22% | $4.6B |
| Brevan Howard | INCREASED | 12K+265% | $1.1B |
| Markel | INCREASED | 1.3M+1% | $117.9B |
| Two Sigma | INCREASED | 27K+9% | $2.6B |
| Hudson Bay | INCREASED | 201K+0% | $18.9B |
| Invesco | INCREASED | 559+58% | $52.5M |
Distributing (35)
| Manager | Action | Shares | Prev Value |
|---|---|---|---|
| Renaissance Tech | EXITED | 0-100% | — |
| Maverick Capital | EXITED | 0-100% | — |
| WorldQuant | EXITED | 0-100% | — |
| Caxton | EXITED | 0-100% | — |
| GMO | EXITED | 0-100% | — |
| Franklin Templeton | DECREASED | 2K-100% | $170.7M |
| Millennium | DECREASED | 652K-82% | $61.2B |
| Balyasny | DECREASED | 813K-70% | $76.4B |
| Dodge & Cox | DECREASED | 75.0M-2% | $7048.8B |
| Ruane Cunniff (Sequoia) | DECREASED | 4.7M-16% | $443.1B |
| D1 Capital | DECREASED | 2.4M-25% | $221.5B |
| PAR Capital | DECREASED | 253K-72% | $23.8B |
| ClearBridge | DECREASED | 4.0M-10% | $371.9B |
| Moore Capital | DECREASED | 123K-75% | $11.6B |
| Arrowstreet | DECREASED | 3.0M-10% | $277.4B |
| Bridgewater | DECREASED | 23K-93% | $2.1B |
| Schonfeld | DECREASED | 16K-95% | $1.5B |
| Citadel | DECREASED | 1.5M-14% | $144.0B |
| American Century | DECREASED | 2.6M-9% | $242.7B |
| Harris (Oakmark) | DECREASED | 21.3M-1% | $2005.8B |
| ExodusPoint | DECREASED | 133K-54% | $12.5B |
| Route One | DECREASED | 1.7M-8% | $158.1B |
| Northern Trust | DECREASED | 900-98% | $84.6M |
| Giverny Capital | DECREASED | 1.5M-3% | $144.4B |
| Winton | DECREASED | 15K-75% | $1.4B |
| Man Group | DECREASED | 26K-63% | $2.5B |
| Adage Capital | DECREASED | 1.7M-3% | $156.6B |
| Yacktman | DECREASED | 3.9M-1% | $367.0B |
| Point72 | DECREASED | 120K-19% | $11.3B |
| Mondrian | DECREASED | 1.7M-2% | $161.4B |
| DFA | DECREASED | 293K-1% | $27.5B |
| Gotham Asset | DECREASED | 44K-3% | $4.2B |
| Capital Research | DECREASED | 330K-0% | $31.0B |
| Cascade (Gates) | DECREASED | 34K-1% | $3.2B |
| Kayne Anderson | DECREASED | 225-27% | $21.2M |