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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 %
CL
426
Choreo LLC
Illinois
$7.5M +$154K +2,410 +2%
SCM
427
SKBA Capital Management
California
$7.47M -$540K -8,330 -7%
BWP
428
Baldwin Wealth Partners
Massachusetts
$7.34M -$533K -8,228 -7%
TRSOTSOK
429
Teachers Retirement System of the State of Kentucky
Kentucky
$7.26M -$8.55M -131,902 -54%
Pacer Advisors
430
Pacer Advisors
Pennsylvania
$7.22M +$305K +4,712 +4%
GLA
431
Great Lakes Advisors
Illinois
$7.17M +$748K +11,545 +12%
VPIM
432
Vanguard Personalized Indexing Management
California
$7.15M +$30.5K +470 +0.4%
DILIC
433
Dai-ichi Life Insurance Company
Japan
$7.09M -$1.88M -29,024 -21%
KBFS
434
Kohmann Bosshard Financial Services
Ohio
$7.06M +$17K +263 +0.2%
MIC
435
Means Investment Company
Maine
$7M +$315K +4,855 +5%
SFA
436
Spectrum Financial Alliance
Kentucky
$6.94M -$1.97M -30,427 -22%
WBC
437
Westpac Banking Corp
Australia
$6.94M -$1.94M -29,995 -22%
PHK
438
Point72 Hong Kong
Hong Kong
$6.93M +$6.78M +104,613 +4,584%
CA
439
Cornerstone Advisors
North Carolina
$6.88M – – –
IMPI
440
Ilmarinen Mutual Pension Insurance
Finland
$6.87M – – –
1832 Asset Management
441
1832 Asset Management
Ontario, Canada
$6.81M -$13.1M -201,575 -66%
KIA
442
KCM Investment Advisors
California
$6.8M +$477K +7,367 +8%
RAM
443
Redmond Asset Management
Virginia
$6.8M -$113K -1,751 -2%
PP
444
Patten & Patten
Tennessee
$6.75M +$4.11M +63,463 +156%
KRS
445
Kentucky Retirement Systems
Kentucky
$6.74M -$546K -8,428 -7%
QC
446
Quadrature Capital
United Kingdom
$6.68M +$6.68M +103,025 New
DWT
447
Dorsey & Whitney Trust
South Dakota
$6.67M – – –
GT
448
Glenview Trust
Kentucky
$6.65M -$255K -3,935 -4%
CS
449
Candriam SCA
Luxembourg
$6.64M +$273K +4,220 +4%
EWM
450
Empirical Wealth Management
Washington
$6.56M -$101K -1,552 -2%
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