SCHW icon

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 %
SCM
576
SOL Capital Management
Maryland
$3.57M +$22.7K +350 +0.6%
FFG
577
Fiduciary Financial Group
California
$3.56M +$2.4K +37 +0.1%
DCM
578
Delta Capital Management
New Jersey
$3.54M – – –
QCM
579
Quantinno Capital Management
New York
$3.5M -$2.08M -32,018 -37%
BP
580
BNP Paribas
France
$3.49M +$3.49M +53,810 New
MA
581
Montag & Associates
Georgia
$3.48M -$8.19M -126,401 -70%
AWM
582
AE Wealth Management
Kansas
$3.45M -$91.8K -1,417 -3%
PAI
583
Pittenger & Anderson Inc
Nebraska
$3.41M -$640K -9,875 -16%
HWAM
584
Hennion & Walsh Asset Management
New Jersey
$3.39M +$1.17M +18,119 +53%
OAC
585
OMERS Administration Corp
Ontario, Canada
$3.39M – – –
FAB
586
First American Bank
Illinois
$3.33M -$575K -8,873 -15%
DWP
587
Daymark Wealth Partners
Ohio
$3.33M +$24.2K +374 +0.7%
FEG
588
Financial Enhancement Group
Indiana
$3.28M +$3.28M +65,479 New
TG
589
TCW Group
California
$3.28M -$2.47M -38,109 -43%
ECAM
590
East Coast Asset Management
Massachusetts
$3.28M -$49.8K -769 -1%
IMCOOI
591
Investment Management Corp of Ontario (IMCO)
Canada
$3.26M +$1.08M +16,600 +49%
HVIA
592
Hudson Valley Investment Advisors
New York
$3.24M +$3.24M +49,957 New
EF
593
Empirical Finance
Pennsylvania
$3.24M +$68.2K +1,052 +2%
TCM
594
Tandem Capital Management
New Jersey
$3.21M +$9.72K +150 +0.3%
HZ
595
Hixon Zuercher
Ohio
$3.2M +$40.6K +626 +1%
VAS
596
Vestmark Advisory Solutions
Massachusetts
$3.2M -$996K -15,373 -24%
B
597
Bailard
California
$3.19M +$376K +5,807 +13%
WAC
598
William Allan Corp
Colorado
$3.19M +$31.2K +482 +1%
MOS
599
MGO One Seven
Ohio
$3.18M -$297K -4,577 -9%
SC
600
Sepio Capital
Utah
$3.16M -$63.9K -986 -2%
22 23
24
25 26