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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 %
PIM
851
Plato Investment Management
Australia
$1.34M -$67.7K -1,045 -5%
WTC
852
WhitTier Trust Company
Nevada
$1.34M +$52.4K +809 +4%
YIH
853
Y-Intercept (HK)
Hong Kong
$1.34M +$748K +11,537 +126%
ZIG
854
Zullo Investment Group
Pennsylvania
$1.34M +$7.19K +111 +0.5%
CSIC
855
Clifford Swan Investment Counsel
California
$1.34M +$3.76K +58 +0.3%
RIL
856
Rothschild Investment LLC
Illinois
$1.34M -$99.4K -1,534 -7%
CNC
857
Citizens & Northern Corp
Pennsylvania
$1.33M +$454K +7,006 +52%
VIP
858
Vista Investment Partners
Oklahoma
$1.32M +$1.32M +20,400 New
UB
859
UMB Bank
Missouri
$1.32M -$33.4K -516 -2%
MS
860
Maven Securities
Jersey
$1.31M -$705K -10,873 -35%
ERIC
861
Eagle Rock Investment Company
Georgia
$1.31M +$1.31M +20,279 New
SDIC
862
South Dakota Investment Council
South Dakota
$1.31M +$77.8K +1,200 +6%
AG
863
AlTi Global
New York
$1.3M -$51.7K -797 -4%
VAG
864
VisionPoint Advisory Group
Texas
$1.3M +$144K +2,218 +12%
MYLI
865
Meiji Yasuda Life Insurance
Japan
$1.3M -$938K -14,468 -42%
AI
866
AXS Investments
New York
$1.3M +$231K +3,571 +22%
JWM
867
Jeppson Wealth Management
California
$1.3M +$44K +679 +4%
GA
868
Greenhaven Associates
New York
$1.3M – – –
PFA
869
Professional Financial Advisors
Nebraska
$1.3M +$60.1K +928 +5%
GAG
870
GM Advisory Group
New York
$1.3M -$25.9K -400 -2%
FFN
871
Focus Financial Network
Minnesota
$1.29M -$66.6K -1,028 -5%
SEC
872
Seven Eight Capital
New York
$1.29M -$257K -3,959 -17%
ETC
873
Exchange Traded Concepts
Oklahoma
$1.28M +$565K +8,721 +79%
CCM
874
Coldstream Capital Management
Washington
$1.28M +$43.4K +653 +4%
NAS
875
Nicolet Advisory Services
Wisconsin
$1.28M +$297K +4,677 +30%
33 34
35
36 37