SCHW icon

Charles Schwab
SCHW

Overview Fund Activity

1,864 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 761 increasing their positions, 680 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
27.02%
Holding in Top 10
78
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.34%
% of All Funds
1.13%
New
171
Increased
761
Reduced
680
Closed
147
Calls
$1.68B
Puts
$2.44B
Net Calls
-$762M
Net Calls Change
-$922M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$726M
2
Bank of America
Bank of America
North Carolina
+$330M
3
BlackRock
BlackRock
New York
+$315M
4
Millennium Management
Millennium Management
New York
+$289M
5
Artisan Partners
Artisan Partners
Wisconsin
+$279M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.92B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$501M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$406M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$215M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
1851
TFO Wealth Partners
Ohio
$1.83K – – –
CBT
1852
CoreFirst Bank & Trust
Kansas
$1.59K – – –
DFA
1853
DHJJ Financial Advisors
Illinois
$1.32K – – –
GFPC
1854
Global Financial Private Client
Florida
$1.16K -$54.3K -750 -98%
BONH
1855
Bank of New Hampshire
New Hampshire
$1.09K – – –
OP
1856
ORG Partners
Indiana
$1.01K -$105K -1,447 -99%
CAM
1857
ClariVest Asset Management
California
$1.01K – – –
WWM
1858
Wolff Wiese Magana
California
$747 – – –
CWM
1859
Cedar Wealth Management
California
$723 +$723 +10 New
TCM
1860
TD Capital Management
Tennessee
$651 +$651 +9 New
NL
1861
NVWM LLC
Pennsylvania
$579 +$579 +8 New
WA
1862
WestEnd Advisors
North Carolina
$434 +$434 +6 New
FGAM
1863
Financial Gravity Asset Management
Texas
$99 – – –
LWANC
1864
Laurel Wealth Advisors (North Carolina)
North Carolina
$73 – – –
DWM
1865
Dogwood Wealth Management
Kansas
$15 -$22 – –
EC
1866
Eminence Capital
New York
– -$116M -1,685,840 Closed
Alyeska Investment Group
1867
Alyeska Investment Group
Illinois
– -$59.6M -866,274 Closed
Nomura Holdings
1868
Nomura Holdings
Japan
– -$49.9M -725,198 Closed
JCM
1869
JS Capital Management
New York
– -$27.5M -400,000 Closed
OCAM
1870
Owl Creek Asset Management
New York
– -$13.5M -195,955 Closed
CWM
1871
Curi Wealth Management
North Carolina
– -$10.5M -153,156 Closed
BWFA
1872
Baltimore-Washington Financial Advisors
Maryland
– -$10.4M -150,939 Closed
JAM
1873
Jupiter Asset Management
United Kingdom
– -$8.79M -127,813 Closed
AGDI
1874
Absolute Gestao de Investimentos
Brazil
– -$6.5M -94,442 Closed
CCM
1875
Cinctive Capital Management
New York
– -$5.74M -83,487 Closed
73 74
75
76 77