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Charles Schwab
SCHW

Overview Fund Activity

1,834 hedge funds and large institutions have $94.8B invested in Charles Schwab in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 731 increasing their positions, 737 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,834
Holders Change
-44
Holders Change %
-2.34%
% of All Funds
26.53%
Holding in Top 10
53
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-32.05%
% of All Funds
0.77%
New
146
Increased
731
Reduced
737
Closed
168
Calls
$1.31B
Puts
$1.72B
Net Calls
-$408M
Net Calls Change
+$107M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$344M
2
Artisan Partners
Artisan Partners
Wisconsin
+$336M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$280M
5
Dodge & Cox
Dodge & Cox
California
+$246M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$2.63B
2
DZ Bank
DZ Bank
Germany
-$795M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$450M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$307M
5
Millennium Management
Millennium Management
New York
-$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
251
Neuberger Berman Group
New York
$20.8M -$685K -10,572 -3%
HV
252
HST Ventures
Utah
$20.1M +$15.5M +239,542 +342%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$19.9M +$148K +2,279 +0.7%
CNB
254
Czech National Bank
Czech Republic
$19.7M +$1.29M +19,833 +7%
UIM
255
USS Investment Management
United Kingdom
$19.7M +$880K +13,578 +5%
II
256
IFM Investors
Australia
$19.7M +$57.5K +887 +0.3%
Skandinaviska Enskilda Banken (SEB)
257
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.7M +$157K +2,429 +0.8%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$19.5M -$3.08M -47,524 -14%
DSA
259
Davis Selected Advisers
Arizona
$19.4M -$329K -5,084 -2%
AB
260
Amalgamated Bank
New York
$19.1M -$510K -7,864 -3%
TGCMU
261
Titan Global Capital Management USA
New York
$19M -$545K -8,406 -3%
FDP
262
Financiere des Professionnels
Quebec, Canada
$18.9M +$3.58M +55,246 +23%
CWM
263
CIBC World Markets
New York
$18.8M +$215K +3,322 +1%
ProShare Advisors
264
ProShare Advisors
Maryland
$18.6M -$1.04M -16,022 -5%
GHA
265
GW Henssler & Associates
Georgia
$18.5M +$388K +5,989 +2%
FFA
266
First Foundation Advisors
California
$18.3M -$1.37M -21,090 -7%
WC
267
Whitney & Co
New York
$18.2M +$82K +1,265 +0.5%
FCI
268
Financial Counselors Inc
Kansas
$17.9M +$939K +14,495 +6%
HBCM
269
Heron Bay Capital Management
Michigan
$17.5M -$740K -11,419 -4%
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$17.3M -$2.58M -39,865 -13%
DIA
271
Davidson Investment Advisors
Montana
$17M +$348K +5,362 +2%
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$17M -$1.46M -22,593 -8%
Public Sector Pension Investment Board (PSP Investments)
273
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.8M +$427K +6,585 +3%
FAF
274
Fjarde Ap-fonden
Sweden
$16.8M +$16.8M +259,760 New
DC
275
Davenport & Co
Virginia
$16.6M +$447K +6,910 +3%
9 10
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