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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 %
GAM
1076
Gemmer Asset Management
California
$679K -$5.83K -90 -0.9%
MIM
1077
Moseley Investment Management
Florida
$677K – – –
BAM
1078
Belpointe Asset Management
Nevada
$674K -$22.3K -344 -3%
EAM
1079
Eschler Asset Management
United Kingdom
$670K – – –
BOS
1080
Bank of Stockton
California
$669K +$30.4K +469 +5%
SIC
1081
SJS Investment Consulting
Ohio
$666K +$630K +9,719 +1,748%
CGFA
1082
Colton Groome Financial Advisors
North Carolina
$663K -$5.44K -84 -0.8%
PWMAG
1083
Pinnacle Wealth Management Advisory Group
New Jersey
$661K +$6.94K +107 +1%
MFG
1084
Merit Financial Group
Georgia
$659K -$226K -3,488 -26%
MAM
1085
Martingale Asset Management
Massachusetts
$658K -$1.88M -29,048 -74%
Teacher Retirement System of Texas
1086
Teacher Retirement System of Texas
Texas
$656K -$1.25M -19,202 -65%
WP
1087
Westmount Partners
California
$652K +$9.72K +150 +2%
IPW
1088
Invictus Private Wealth
Colorado
$651K +$2.33K +36 +0.4%
WAP
1089
Wealthcare Advisory Partners
Pennsylvania
$651K -$196K -3,025 -23%
V
1090
ViaWealth
Kansas
$651K +$34.5K +532 +6%
IF
1091
Ironwood Financial
Arizona
$648K -$15K -231 -2%
AT
1092
Avalon Trust
New Mexico
$648K -$259K -4,000 -29%
EDRH
1093
Edmond de Rothschild Holding
Switzerland
$648K -$8.56K -132 -1%
BWM
1094
BigSur Wealth Management
Florida
$648K – – –
BAM
1095
Bayview Asset Management
Florida
$648K +$648K +10,000 New
EBT
1096
Enterprise Bank & Trust
Massachusetts
$647K -$10.2K -158 -2%
WG
1097
Winton Group
United Kingdom
$645K +$645K +9,957 New
MAM
1098
Mystic Asset Management
Rhode Island
$645K +$12.6K +195 +2%
KSB
1099
Kennebec Savings Bank
Maine
$644K +$644K +9,942 New
P
1100
Pitcairn
Pennsylvania
$642K -$150K -2,310 -19%
42 43
44
45 46