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 %
EWA
826
EverSource Wealth Advisors
Alabama
$1.47M +$152K +2,351 +12%
CIM
827
Chapman Investment Management
California
$1.45M -$1.43M -22,118 -50%
BTI
828
Blue Trust Inc
Georgia
$1.44M +$428K +5,813 +42%
ACI
829
Alpha Cubed Investments
California
$1.43M -$17K -263 -1%
ESB
830
Essex Savings Bank
Connecticut
$1.42M -$92.3K -1,424 -6%
PAM
831
Panagora Asset Management
Massachusetts
$1.42M -$454 -7 -0%
IA
832
IFP Advisors
Florida
$1.42M +$45K +695 +3%
OTL
833
Oak Thistle LLC
New York
$1.42M +$1.16M +17,964 +461%
LBA
834
Letko, Brosseau & Associates
Quebec, Canada
$1.42M – – –
BP
835
Ballentine Partners
Massachusetts
$1.42M +$11.2K +173 +0.8%
RCM
836
RMR Capital Management
California
$1.41M -$214K -3,300 -13%
FCBT
837
First Citizens Bank & Trust
North Carolina
$1.41M +$40.4K +624 +3%
TIAA Trust, National Association
838
TIAA Trust, National Association
North Carolina
$1.41M -$77.5K -1,196 -5%
SC
839
Savant Capital
Illinois
$1.4M +$350K +5,403 +33%
RCM
840
Riverpark Capital Management
New York
$1.39M -$341K -5,259 -20%
NHC
841
Nicholas Hoffman & Company
Georgia
$1.38M +$81.4K +1,256 +6%
RI
842
Ridgewood Investments
New Jersey
$1.38M +$725K +11,187 +111%
SM
843
Soapstone Management
Maryland
$1.38M – – –
MAS
844
Meeder Advisory Services
Ohio
$1.37M -$70.7K -1,091 -5%
WBCM
845
Wilson & Boucher Capital Management
California
$1.37M -$324 -5 -0%
HNB
846
Huntington National Bank
Ohio
$1.37M -$186K -2,869 -12%
HPC
847
HM Payson & Co
Maine
$1.37M -$19.1K -294 -1%
HAM
848
Hedges Asset Management
Nevada
$1.36M – – –
PFS
849
Prospera Financial Services
Texas
$1.36M +$427K +6,590 +46%
TYCC
850
Texas Yale Capital Corp
Florida
$1.35M -$61.6K -950 -4%
32 33
34
35 36