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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 %
BCG
876
BayBridge Capital Group
California
$1.25M +$53.8K +830 +5%
VVP
877
Venture Visionary Partners
Ohio
$1.25M -$493K -7,610 -28%
IA
878
Inspire Advisors
Idaho
$1.24M +$29.3K +452 +2%
PCIA
879
Prime Capital Investment Advisors
Kansas
$1.23M -$5.11M -78,771 -81%
KF
880
Krilogy Financial
Missouri
$1.23M +$42K +648 +4%
AAM
881
Advisors Asset Management
Colorado
$1.22M -$63.1K -974 -5%
CP
882
CenterBook Partners
Connecticut
$1.22M -$2.32M -35,794 -66%
BCM
883
BlueMar Capital Management
Florida
$1.22M – – –
BOH
884
Bank of Hawaii
Hawaii
$1.2M -$25.8K -398 -2%
PWA
885
Providence Wealth Advisors
Illinois
$1.2M +$28.6K +400 +2%
CA
886
Commerzbank Aktiengesellschaft
Germany
$1.2M +$990K +15,264 +471%
WA
887
Wealth Alliance
New York
$1.2M -$9.14K -141 -0.8%
SAG
888
SageView Advisory Group
California
$1.2M -$405K -6,255 -25%
FDS
889
First Dallas Securities
Texas
$1.2M -$359K -5,538 -23%
BWAM
890
Boyd Watterson Asset Management
Ohio
$1.2M +$294K +4,534 +33%
TAM
891
Trust Asset Management
Texas
$1.2M – – –
GAA
892
Guardian Asset Advisors
Pennsylvania
$1.19M -$44.4K -687 -4%
KFSC
893
Keystone Financial Services (Colorado)
Colorado
$1.19M +$82.6K +1,275 +7%
ADIM
894
Alpha DNA Investment Management
Maryland
$1.19M -$818K -12,620 -41%
HBT
895
Hills Bank & Trust
Iowa
$1.19M -$8.75K -135 -0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
896
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.19M +$1.19M +18,299 New
CAM
897
Cidel Asset Management
Ontario, Canada
$1.19M +$15.9K +246 +1%
TP
898
Tranquility Partners
Tennessee
$1.18M +$6.55K +101 +0.6%
GI
899
GAMMA Investing
California
$1.18M +$389 +6 +0%
WCA
900
Westover Capital Advisors
Delaware
$1.18M -$3.4M -52,400 -74%
34 35
36
37 38