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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 %
SCI
676
Stableford Capital II
Arizona
$2.42M +$177K +2,617 +8%
CIA
677
Cascade Investment Advisors
Oregon
$2.41M +$371K +5,730 +18%
MSR
678
Main Street Research
Connecticut
$2.37M -$23.7M -365,533 -91%
DLCIG
679
D.L. Carlson Investment Group
New Hampshire
$2.37M -$703K -10,852 -23%
TRCT
680
Tower Research Capital (TRC)
New York
$2.37M -$2.81M -43,424 -54%
SIAP
681
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.36M -$599K -9,249 -20%
IIM
682
INTECH Investment Management
Florida
$2.35M +$719K +11,087 +44%
SM
683
Sciencast Management
New Jersey
$2.35M +$2.35M +36,277 New
AIM
684
Anchor Investment Management
South Carolina
$2.35M +$236K +3,637 +11%
WB
685
Webster Bank
Connecticut
$2.34M -$319K -4,928 -12%
GGI
686
GPM Growth Investors
Michigan
$2.32M -$655K -10,103 -22%
LOAMS
687
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.32M +$198K +3,051 +9%
EIP
688
Epoch Investment Partners
New York
$2.31M +$467K +7,205 +25%
BCMO
689
Buckingham Capital Management (Ohio)
Ohio
$2.27M -$360K -5,552 -14%
AFM
690
Anson Funds Management
Texas
$2.27M +$2.27M +35,000 New
USAA
691
United Services Automobile Association
Texas
$2.25M -$497K -7,661 -18%
Balyasny Asset Management
692
Balyasny Asset Management
Illinois
$2.22M +$1.04M +16,008 +88%
IMRF
693
Illinois Municipal Retirement Fund
Illinois
$2.2M -$641K -9,890 -23%
GC
694
GFG Capital
Florida
$2.2M +$70.8K +1,234 +3%
NSEDCP
695
NJ State Employees Deferred Compensation Plan
New Jersey
$2.19M – – –
KA
696
Kintegral Advisory
New York
$2.17M -$28.5K -439 -1%
IA
697
IFG Advisory
Georgia
$2.16M -$19.6K -303 -0.9%
TCPW
698
Twin City Private Wealth
North Carolina
$2.16M +$175K +2,697 +9%
SI
699
Stephens Inc
Arkansas
$2.16M -$463K -7,141 -18%
BFG
700
Beacon Financial Group
Texas
$2.15M +$11.3K +174 +0.5%
26 27
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