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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 %
PS
401
Principal Securities
Iowa
$8.31M +$376K +5,798 +5%
OAM
402
Oppenheimer Asset Management
New York
$8.3M -$1.13M -17,488 -12%
TBA
403
Tower Bridge Advisors
Pennsylvania
$8.29M -$222K -3,431 -3%
OPERF
404
Oregon Public Employees Retirement Fund
Oregon
$8.29M -$22.7K -350 -0.3%
SSB
405
Sandy Spring Bank
Maryland
$8.26M -$362K -5,581 -4%
HIP
406
HUB Investment Partners
Texas
$8.24M -$657K -10,135 -7%
SWM
407
Sendero Wealth Management
Texas
$8.23M -$739K -11,403 -8%
JPWM
408
Jamison Private Wealth Management
Georgia
$8.19M +$252K +3,891 +3%
HDIM
409
Hanson & Doremus Investment Management
Vermont
$8.1M -$156K -2,400 -2%
M
410
MOTCO
Texas
$8.03M -$402K -6,196 -5%
BCI
411
Brinker Capital Investments
Pennsylvania
$7.91M +$43.1K +665 +0.5%
OPS
412
Orion Portfolio Solutions
Nebraska
$7.91M +$43.1K +665 +0.5%
TIM
413
Thompson Investment Management
Wisconsin
$7.91M +$265K +4,094 +3%
WIA
414
Westbourne Investment Advisors
Maryland
$7.89M +$127K +1,953 +2%
AG
415
Advocate Group
Minnesota
$7.87M +$155K +2,394 +2%
Nordea Investment Management
416
Nordea Investment Management
Sweden
$7.86M +$411K +6,376 +6%
GIM
417
Grassi Investment Management
California
$7.75M -$112K -1,725 -1%
BAAM
418
Baker Avenue Asset Management
California
$7.75M +$25.7K +396 +0.3%
EP
419
Edgestream Partners
New Jersey
$7.73M +$7.73M +119,269 New
TI
420
Tidal Investments
Wisconsin
$7.72M +$599K +9,245 +8%
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$7.7M +$345K +5,319 +5%
BHC
422
Bowen Hanes & Co
Florida
$7.69M -$52.7M -812,643 -87%
GIBU
423
Gulf International Bank (UK)
United Kingdom
$7.68M -$319K -4,928 -4%
TCCM
424
Timber Creek Capital Management
Massachusetts
$7.6M +$143K +2,212 +2%
Envestnet Portfolio Solutions
425
Envestnet Portfolio Solutions
Illinois
$7.57M +$163K +2,521 +2%
15 16
17
18 19