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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 %
AGM
1951
Alpine Global Management
New York
– -$272K -3,947 Closed
HHWM
1952
Hiley Hunt Wealth Management
Nebraska
– -$265K -3,849 Closed
RIM
1953
Redwood Investment Management
Arizona
– -$263K -3,820 Closed
WMA
1954
Wealth Management Associates
New Jersey
– -$260K -3,783 Closed
GWM
1955
GSB Wealth Management
Connecticut
– -$259K -3,764 Closed
UWM
1956
USAdvisors Wealth Management
Minnesota
– -$256K -3,726 Closed
TW
1957
TritonPoint Wealth
Maryland
– -$248K -3,607 Closed
TCOTS
1958
Trust Company of the South
North Carolina
– -$245K -3,566 Closed
CSIA
1959
Charles Schwab Investment Advisory
California
– -$238K -3,462 Closed
KLCM
1960
KG&L Capital Management
Louisiana
– -$236K -3,430 Closed
ORAM
1961
One River Asset Management
Connecticut
– -$234K -3,400 Closed
PCIG
1962
Partners Capital Investment Group
Massachusetts
– -$233K -3,389 Closed
MAWA
1963
Moss Adams Wealth Advisors
Washington
– -$233K -3,382 Closed
RAM
1964
Readystate Asset Management
Illinois
– -$233K -3,380 Closed
FFB
1965
First Financial Bankshares
Texas
– -$232K -3,375 Closed
DC
1966
Defender Capital
North Carolina
– -$219K -3,190 Closed
NL
1967
NWAM LLC
Washington
– -$209K -3,040 Closed
HA
1968
Harbor Advisors
Florida
– -$206K -3,000 Closed
OFG
1969
Oxford Financial Group
Indiana
– -$204K -2,971 Closed
BCA
1970
Bay Colony Advisors
Massachusetts
– -$202K -2,936 Closed
AP
1971
Adero Partners
California
– -$201K -2,918 Closed
TFA
1972
Teamwork Financial Advisors
Texas
– -$200K -2,912 Closed
TVAMP
1973
Tennessee Valley Asset Management Partners
Tennessee
– -$191K -2,775 Closed
GWS
1974
Glassman Wealth Services
Virginia
– -$188K -2,727 Closed
LF
1975
Lee Financial
Texas
– -$171K -2,478 Closed
77 78
79
80 81