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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 %
PL
476
Parkwood LLC
Ohio
$5.77M +$943K +14,553 +20%
ATC
477
Argent Trust Co
Tennessee
$5.73M -$720K -11,116 -11%
SWM
478
Spire Wealth Management
Virginia
$5.72M -$120K -1,846 -2%
LG
479
LaFleur & Godfrey
Michigan
$5.66M -$576K -8,880 -9%
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$5.66M -$216K -3,330 -4%
AG
481
Ascent Group
Virginia
$5.66M +$434K +6,697 +8%
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$5.62M -$1.03M -15,892 -15%
AAIM
483
American Assets Investment Management
California
$5.62M – – –
GWM
484
Greenwich Wealth Management
Connecticut
$5.58M +$5.58M +86,121 New
MSRPS
485
Maryland State Retirement & Pension System
Maryland
$5.57M -$1.97M -30,373 -26%
Robeco Institutional Asset Management
486
Robeco Institutional Asset Management
Netherlands
$5.5M -$1.92M -29,662 -26%
LSERS
487
Louisiana State Employees Retirement System
Louisiana
$5.45M -$25.9K -400 -0.5%
CCG
488
Cloverfields Capital Group
Minnesota
$5.43M -$276K -4,265 -5%
MA
489
Mezzasalma Advisors
New Jersey
$5.41M +$114K +1,755 +2%
SAM
490
Securian Asset Management
Minnesota
$5.35M -$209K -3,219 -4%
PAG
491
Private Advisory Group
Washington
$5.32M +$178K +2,741 +3%
NW
492
NewEdge Wealth
Pennsylvania
$5.29M -$1.62M -25,004 -23%
SFA
493
Semmax Financial Advisors
North Carolina
$5.28M +$772K +9,839 +17%
IPAM
494
ICICI Prudential Asset Management
India
$5.25M +$686K +10,590 +15%
ANTB
495
AMG National Trust Bank
Colorado
$5.22M -$950K -14,651 -15%
CI Investments Inc
496
CI Investments Inc
Ontario, Canada
$5.22M +$2.71M +41,846 +108%
WWA
497
WCG Wealth Advisors
Nevada
$5.18M +$31.5K +486 +0.6%
BHPW
498
Beverly Hills Private Wealth
California
$5.15M +$460K +7,097 +10%
AMM
499
American Money Management
California
$5.14M -$165K -2,545 -3%
SHA
500
Seneca House Advisors
Virginia
$5.13M -$23.3K -360 -0.5%
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