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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
$1.83B
2
Artisan Partners
Artisan Partners
Wisconsin
$1.18B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.26B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.13B
5
Dodge & Cox
Dodge & Cox
California
$5.81B

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$12B
2
DZ Bank
DZ Bank
Germany
$197M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$189M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$36.9M
5
Millennium Management
Millennium Management
New York
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1851
Cinctive Capital Management
New York
– -$7.53M -102,180 Closed
SW
1852
SVB Wealth
Massachusetts
– -$7.06M -95,846 Closed
BIG
1853
Boothe Investment Group
Delaware
– -$6.82M -92,944 Closed
Walleye Trading
1854
Walleye Trading
New York
– -$5.62M -76,275 Closed
NG
1855
NWK Group
California
– -$5.49M -74,516 Closed
LWM
1856
Liberty Wealth Management
California
– -$110K -69,427 Closed
PFM
1857
Patton Fund Management
Texas
– -$4.97M -67,379 Closed
CRCM
1858
Crystal Rock Capital Management
Illinois
– -$4.62M -62,650 Closed
WG
1859
Watchman Group
Texas
– -$4.56M -61,868 Closed
PI
1860
PineBridge Investments
New York
– -$3.79M -51,381 Closed
SLG
1861
Stanley-Laman Group
Pennsylvania
– -$3.46M -46,984 Closed
ATI
1862
Act Two Investors
California
– -$3.46M -46,958 Closed
COI
1863
Connable Office Inc
Michigan
– -$3.3M -44,808 Closed
MM
1864
Meridian Management
Arkansas
– -$3.22M -43,756 Closed
XT
1865
XTX Topco
Cayman Islands
– -$3M -40,713 Closed
MPA
1866
Marvin & Palmer Associates
Delaware
– -$2.96M -40,210 Closed
ERSOT
1867
Employees Retirement System of Texas
Texas
– -$2.75M -37,255 Closed
HG
1868
Herbst Group
Connecticut
– -$2.56M -34,740 Closed
SFC
1869
Strategic Financial Concepts
Texas
– -$466 -30,278 Closed
AFA
1870
AllGen Financial Advisors
Florida
– -$2.06M -27,984 Closed
BCM
1871
Buckhead Capital Management
Georgia
– -$1.99M -27,031 Closed
DWM
1872
Diversify Wealth Management
Utah
– -$1.65M -26,451 Closed
BCM
1873
Brasada Capital Management
Texas
– -$1.93M -25,420 Closed
WP
1874
Waycross Partners
Kentucky
– -$1.84M -25,000 Closed
CFA
1875
Camarda Financial Advisors
Florida
– -$1.73M -23,430 Closed
73 74
75
76 77