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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 %
CAM
1826
ClariVest Asset Management
California
$1.03K – – –
CWM
1827
Cedar Wealth Management
California
$648 – – –
NL
1828
NVWM LLC
Pennsylvania
$518 – – –
AP
1829
Aspect Partners
Virginia
$259 -$2.85K -44 -92%
YDMI
1830
Y.D. More Investments
Israel
$145 +$7 +40 +5%
EPW
1831
Evergreen Private Wealth
Colorado
$130 – – –
LWANC
1832
Laurel Wealth Advisors (North Carolina)
North Carolina
$65 – – –
WBC
1833
West Branch Capital
Massachusetts
$65 +$65 +1 New
DWM
1834
Dogwood Wealth Management
Kansas
$14 -$16 – –
PCFFS
1835
Pacific Center for Financial Services
California
$8 -$9 – –
Norges Bank
1836
Norges Bank
Norway
– -$1.09B -14,819,884 Closed
IIP
1837
Intermede Investment Partners
United Kingdom
– -$158M -2,139,159 Closed
HMP
1838
HS Management Partners
New York
– -$94.3M -1,280,270 Closed
Westfield Capital Management
1839
Westfield Capital Management
Massachusetts
– -$80M -1,086,071 Closed
DGM
1840
Delta Global Management
New York
– -$40.2M -545,363 Closed
BGIM
1841
Brandywine Global Investment Management
Pennsylvania
– -$24.7M -334,553 Closed
MAM
1842
Mark Asset Management
New York
– -$24.2M -329,018 Closed
ADEF
1843
Adams Diversified Equity Fund
Maryland
– -$22.9M -310,700 Closed
PMAM
1844
Picton Mahoney Asset Management
Ontario, Canada
– -$19.6M -265,617 Closed
TPSF
1845
Texas Permanent School Fund
Texas
– -$18.2M -247,386 Closed
GI
1846
Gradient Investments
Minnesota
– -$15.9M -215,852 Closed
1C
1847
1623 Capital
Virginia
– -$13.4M -182,300 Closed
CP
1848
Cumberland Partners
Ontario, Canada
– -$11.6M -156,898 Closed
NONA
1849
Ninety One North America
New York
– -$11.4M -155,354 Closed
Point72 Asset Management
1850
Point72 Asset Management
Connecticut
– -$9.36M -127,024 Closed
72 73
74
75 76