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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 %
KCPG
526
Kavar Capital Partners Group
Kansas
$4.6M -$25.6K -395 -0.6%
SBCM
527
Schwerin Boyle Capital Management
Massachusetts
$4.58M -$577K -8,900 -11%
NGA
528
Naples Global Advisors
Florida
$4.55M +$249K +3,837 +6%
TLCM
529
Twin Lakes Capital Management
California
$4.53M -$61.1K -943 -1%
Walleye Capital
530
Walleye Capital
New York
$4.5M -$6.05M -93,384 -57%
PCTC
531
Perkins Coie Trust Company
Washington
$4.47M -$6.16K -95 -0.1%
SC
532
Scotia Capital
Ontario, Canada
$4.47M +$57.3K +884 +1%
GHAM
533
Gilman Hill Asset Management
Connecticut
$4.46M +$73.2K +1,130 +2%
MWM
534
Marietta Wealth Management
Georgia
$4.4M +$230K +3,551 +6%
SF
535
Synovus Financial
Georgia
$4.4M +$1.39M +21,377 +46%
NIM
536
NEOS Investment Management
Connecticut
$4.37M +$895K +13,804 +26%
STA
537
Summit Trail Advisors
New York
$4.37M -$656K -10,122 -13%
FA
538
Fagan Associates
New York
$4.28M +$292K +4,505 +7%
CFSG
539
Community Financial Services Group
Vermont
$4.28M -$200K -3,084 -4%
LGF
540
LGT Group Foundation
Liechtenstein
$4.24M +$3.48M +54,882 +455%
SAMC
541
Spectrum Asset Management (California)
California
$4.22M -$27.8K -429 -0.7%
CBB
542
Citizens Business Bank
California
$4.21M -$33.9K -523 -0.8%
NIC
543
Northwest Investment Counselors
Oregon
$4.18M +$118K +1,815 +3%
LAI
544
Legal Advantage Investments
California
$4.17M +$169K +2,600 +4%
IRAG
545
Investment Research & Advisory Group
Georgia
$4.17M +$155K +2,385 +4%
LCC
546
Lincoln Capital Corp
Rhode Island
$4.16M -$38.8K -598 -0.9%
GIA
547
GHP Investment Advisors
Colorado
$4.15M +$156K +2,402 +4%
LC
548
Lincoln Capital
Nebraska
$4.12M -$103K -1,596 -2%
KeyBank National Association
549
KeyBank National Association
Ohio
$4.12M +$35.3K +545 +0.9%
CCM
550
Condor Capital Management
New Jersey
$4.11M +$45K +694 +1%
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