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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 %
RTC
1576
Riverview Trust Company
Washington
$167K +$1.75K +27 +1%
DMBA
1577
Deseret Mutual Benefit Administrators
Utah
$167K -$4.28K -66 -3%
B
1578
Birchbrook
Maine
$161K -$71.5K -1,104 -31%
CH
1579
Cromwell Holdings
Wyoming
$160K -$147K -2,269 -48%
CFD
1580
Creative Financial Designs
Indiana
$158K -$1.3K -20 -0.8%
HB
1581
Horizon Bancorp
Indiana
$157K +$51.3K +790 +49%
ADL
1582
Asset Dedication LLC
California
$155K +$389 +6 +0.3%
JEST
1583
JTC Employer Solutions Trustee
Jersey
$152K – – –
OC
1584
Oakworth Capital
Alabama
$146K -$7.71K -119 -5%
Optiver Holding
1585
Optiver Holding
Netherlands
$145K -$1.26M -19,445 -90%
BIA
1586
Bell Investment Advisors
California
$144K -$1.49K -23 -1%
Acadian Asset Management
1587
Acadian Asset Management
Massachusetts
$142K -$2.45M -37,980 -95%
GBT
1588
Grove Bank & Trust
Florida
$141K -$6.16K -95 -4%
UIA
1589
Ulland Investment Advisors
Minnesota
$141K -$322K -4,967 -70%
HNB
1590
Hilltop National Bank
Wyoming
$133K -$3.11K -48 -2%
CWP
1591
Concord Wealth Partners
Virginia
$129K +$66.8K +1,031 +107%
PK
1592
Pflug Koory
Nebraska
$127K +$127K +1,954 New
ECM
1593
Estabrook Capital Management
New York
$123K – – –
HIA
1594
Harbor Investment Advisory
Maryland
$121K -$11.2K -738 -8%
MFG
1595
Mendota Financial Group
Wisconsin
$119K +$2.59K +40 +2%
FMII
1596
Farmers & Merchants Investments Inc
Nebraska
$117K – – –
HFM
1597
Hartford Financial Management
Connecticut
$117K – – –
PFP
1598
Pinnacle Financial Partners
Tennessee
$116K – – –
AIM
1599
Acropolis Investment Management
Missouri
$115K -$130 -2 -0.1%
SWS
1600
SYSTM Wealth Solutions
Illinois
$113K -$5.5M -84,838 -98%
62 63
64
65 66