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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 %
ATIA
551
American Trust Investment Advisors
New Hampshire
$4.08M +$682K +10,530 +20%
P
552
&Partners
Tennessee
$4.06M +$3.1M +47,769 +321%
FIB
553
First Interstate Bank
Montana
$4.02M +$96.6K +1,490 +2%
MCM
554
Mengis Capital Management
Oregon
$4M -$1.16M -17,905 -22%
NB
555
Norinchukin Bank
Japan
$3.99M +$565K +8,715 +16%
GF
556
Gabelli Funds
New York
$3.96M +$566K +8,735 +17%
AAS
557
Avantax Advisory Services
Texas
$3.95M -$113K -1,745 -3%
TC
558
TownSquare Capital
Utah
$3.92M -$246K -3,792 -6%
AC
559
Annandale Capital
Texas
$3.88M +$6.81K +105 +0.2%
DIM
560
DLK Investment Management
California
$3.82M +$116K +1,783 +3%
SG Americas Securities
561
SG Americas Securities
New York
$3.81M -$25.2M -388,924 -87%
IC
562
IEQ Capital
California
$3.8M -$393K -6,061 -9%
SWA
563
SFMG Wealth Advisors
Texas
$3.79M +$93.6K +1,444 +3%
TW
564
Trajan Wealth
Arizona
$3.78M +$493K +7,606 +15%
SAA
565
Southeast Asset Advisors
Georgia
$3.74M -$125K -1,935 -3%
GI
566
GS Investments
Minnesota
$3.72M +$9.46K +146 +0.3%
HPCM
567
Hunter Perkins Capital Management
Illinois
$3.7M -$93.6K -1,445 -2%
KPPF
568
Klein Pavlis & Peasley Financial
California
$3.67M +$794K +12,244 +28%
PSC
569
Prentiss Smith & Co
Vermont
$3.67M -$38.6K -596 -1%
HI
570
Harrington Investments
California
$3.66M +$126K +1,940 +4%
VDI
571
Vaughan David Investments
Illinois
$3.61M -$715K -11,041 -17%
GT
572
Greenleaf Trust
Michigan
$3.6M +$1.4M +21,646 +64%
IVP
573
Intrinsic Value Partners
Arizona
$3.59M -$6.16K -95 -0.2%
VFA
574
Voya Financial Advisors
Connecticut
$3.58M +$105K +1,628 +3%
LBWM
575
Left Brain Wealth Management
Illinois
$3.58M -$17.6K -271 -0.5%
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