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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 %
RWP
301
RWA Wealth Partners
Massachusetts
$13.8M -$4.77M -73,580 -26%
Mirae Asset Global Investments
302
Mirae Asset Global Investments
South Korea
$13.7M -$868K -14,061 -6%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$13.7M +$783K +12,083 +6%
ATN
304
AMF Tjänstepension
Sweden
$13.7M – – –
BRA
305
Biechele Royce Advisors
Indiana
$13.6M +$1.24M +19,061 +10%
VIM
306
Vancity Investment Management
British Columbia, Canada
$13.6M -$18.6M -286,413 -58%
Public Employees Retirement Association of Colorado
307
Public Employees Retirement Association of Colorado
Colorado
$13.6M +$8.94K +138 +0.1%
WT
308
Whittier Trust
California
$13.6M -$187K -2,881 -1%
EHC
309
Everett Harris & Co
California
$13.6M -$121K -1,869 -0.9%
GF
310
Goodman Financial
Texas
$13.5M +$261K +4,026 +2%
CIC
311
Cutler Investment Counsel
Oregon
$13.4M -$207K -3,196 -2%
SM
312
Senvest Management
New York
$13.4M +$13.4M +206,515 New
LIM
313
Lathrop Investment Management
Arkansas
$13.4M -$341K -5,269 -2%
Mirae Asset Global ETFs Holdings
314
Mirae Asset Global ETFs Holdings
Hong Kong
$13.3M +$432K +6,672 +3%
CRC
315
Curi RMB Capital
Illinois
$13M +$3.26M +50,363 +33%
LA
316
LFL Advisers
Illinois
$12.9M +$1.02M +15,745 +9%
ACM
317
Aquatic Capital Management
Illinois
$12.9M +$12.9M +199,600 New
NYLIM
318
New York Life Investment Management
New York
$12.9M -$373K -5,760 -3%
YCM
319
Yousif Capital Management
Michigan
$12.9M -$94.2K -1,454 -0.7%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$12.9M +$1.96M +30,624 +18%
CIM
321
Courant Investment Management
Tennessee
$12.9M – – –
TCM
322
Tran Capital Management
California
$12.6M -$14.6M -225,637 -54%
BNP Paribas Asset Management
323
BNP Paribas Asset Management
France
$12.6M +$763K +11,777 +6%
BPA
324
Beacon Pointe Advisors
California
$12.5M -$561K -8,657 -4%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$12.4M -$2.47M -38,045 -17%
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