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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 %
GC
501
Guggenheim Capital
Illinois
$5.12M -$149K -2,300 -3%
CI
502
Conning Inc
Connecticut
$5.1M +$715K +11,035 +16%
MGIA
503
Moneta Group Investment Advisors
Missouri
$5.03M -$289K -4,462 -5%
UM
504
UniSuper Management
Australia
$5.03M +$330K +5,092 +7%
SCM
505
Shelton Capital Management
Colorado
$5.02M -$12.7K -196 -0.3%
CB
506
Commerce Bank
Missouri
$5M -$4.89M -75,415 -49%
MIM
507
Marco Investment Management
Georgia
$5M -$7.52K -116 -0.2%
AAIS
508
ABN AMRO Investment Solutions
$5M -$109K -1,689 -2%
BCM
509
Birch Capital Management
Texas
$4.96M +$179K +2,761 +4%
MGP
510
Metis Global Partners
California
$4.95M +$209K +3,224 +4%
MYAM
511
Meiji Yasuda Asset Management
Japan
$4.93M +$9.72K +150 +0.2%
MS
512
Marshall & Sullivan
Washington
$4.93M -$69.6K -1,074 -1%
SW
513
SteelPeak Wealth
California
$4.91M +$130 +2 +0%
SA
514
SpiderRock Advisors
Delaware
$4.89M +$450K +6,939 +10%
PTCG
515
Pring Turner Capital Group
California
$4.88M +$339K +5,237 +7%
CLGM
516
Capitolis Liquid Global Markets
New York
$4.88M -$6.59M -101,700 -57%
SWM
517
Salvus Wealth Management
New Jersey
$4.85M +$33.6K +519 +0.7%
CPBTD
518
Central Pacific Bank - Trust Division
Hawaii
$4.81M -$875K -13,500 -15%
WSFS
519
Wilmington Savings Fund Society
Delaware
$4.8M +$1.96M +30,237 +69%
CTA
520
Colonial Trust Advisors
South Carolina
$4.74M +$514K +7,938 +12%
ECU
521
Eisler Capital (UK)
United Kingdom
$4.73M +$4.73M +73,052 New
NMERB
522
New Mexico Educational Retirement Board
New Mexico
$4.73M -$130K -2,000 -3%
MFAM
523
Motley Fool Asset Management
Virginia
$4.7M +$165K +2,582 +4%
AIM
524
Achmea Investment Management
Netherlands
$4.63M -$152K -2,352 -3%
ACG
525
Allen Capital Group
Nebraska
$4.6M +$164K +2,530 +4%
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