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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 %
NCM
951
Neumann Capital Management
California
$975K +$6.94K +107 +0.7%
RMDI
952
R.M. Davis Inc
Maine
$972K +$69.7K +1,075 +8%
LCM
953
Laurion Capital Management
New York
$972K +$972K +15,000 New
FI
954
Fosun International
China
$971K -$398K -6,146 -29%
EWM
955
Elmwood Wealth Management
California
$968K – – –
MC
956
Matisse Capital
Oregon
$963K +$176K +2,709 +22%
NP
957
Nilsine Partners
Colorado
$960K -$46K -709 -5%
FIM
958
Fruth Investment Management
Texas
$956K -$14K -216 -1%
EFS
959
Essex Financial Services
Connecticut
$953K +$28.3K +400 +3%
SLI
960
Sumitomo Life Insurance
Japan
$951K +$25.7K +396 +3%
TFA
961
Tranquilli Financial Advisor
New Jersey
$949K +$15.5K +239 +2%
CC
962
Chicago Capital
Illinois
$949K +$5.96K +92 +0.6%
AWM
963
Aviso Wealth Management
Washington
$949K -$69.7K -1,075 -7%
LAM
964
LECAP Asset Management
United Kingdom
$948K +$401K +6,191 +73%
FTWA
965
Fifth Third Wealth Advisors
Ohio
$948K -$67.7K -1,045 -7%
WS
966
Wedbush Securities
California
$948K -$24.3K -375 -2%
SIAG
967
Signet Investment Advisory Group
Rhode Island
$947K -$5.83K -90 -0.6%
CA
968
Cullinan Associates
Kentucky
$943K -$1.81M -25,500 -66%
UCI
969
Uncommon Cents Investing
Wisconsin
$943K – – –
GCP
970
Garda Capital Partners
Minnesota
$939K +$939K +14,484 New
AIM
971
Aspen Investment Management
Michigan
$931K -$465K -7,180 -33%
SWA
972
Stratos Wealth Advisors
Ohio
$927K +$92.9K +1,433 +11%
ICM
973
IMS Capital Management
Oregon
$926K +$5.12K +79 +0.6%
RSWM
974
Robertson Stephens Wealth Management
California
$924K +$376K +5,805 +69%
WI
975
WBI Investments
New Jersey
$919K +$919K +14,187 New
37 38
39
40 41