Charles Schwab
SCHW
1,848 hedge funds and large institutions have $96.2B invested in Charles Schwab in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 742 reducing their positions, and 167 closing their positions.
1% less repeat investments, than reductions
Existing positions increased: 738 | Existing positions reduced: 742
0.87% less ownership
Funds ownership: 84.27% → 83.4% (-0.87%)
2% less funds holding
Funds holding: 1,890 → 1,848 (-42)
13% less first-time investments, than exits
New positions opened: 146 | Existing positions closed: 167
13% less capital invested
Capital invested by funds: $110B → $96.2B (-$14.1B)
24% less call options, than puts
Call options by funds: $1.31B | Put options by funds: $1.72B
32% less funds holding in top 10
Funds holding in top 10: 79 → 54 (-25)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$348M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$341M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$340M |
| 4 |
JP Morgan Chase
New York
|
+$283M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$250M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$2.66B |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$806M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$456M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$313M |
| 5 |
Millennium Management
New York
|
-$304M |
SCHW Hedge Fund Activity: Q3 2024 in Review
1,848 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q3 2024, worth a combined $96.2B — down 13% from $110B a quarter earlier.
Sellers outnumbered buyers: 167 funds closed out of SCHW and 146 opened new positions — a net loss of 21 holders — while 742 trimmed existing stakes and 738 added.
The largest buyer was Harris Associates, adding an estimated $348M. The largest seller was Toronto Dominion Bank, cutting an estimated $2.66B.
- 1,848 institutional investors held Charles Schwab (SCHW) as of Q3 2024, down from 1,890 in Q2 2024.
- Funds reported $96.2B of Charles Schwab stock for Q3 2024, down 13% quarter-over-quarter.
- 146 funds opened new Charles Schwab positions in Q3 2024 and 167 closed out, a net change of -21 holders.
- The largest Charles Schwab buyer in Q3 2024 was Harris Associates, an estimated $348M added.
- The largest Charles Schwab seller in Q3 2024 was Toronto Dominion Bank, an estimated $2.66B sold.
Based on aggregated 13F filings for Q3 2024.