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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 %
CCG
626
Chatham Capital Group
Georgia
$2.9M -$4.6K -71 -0.2%
PI
627
Pettee Investors
Connecticut
$2.9M – – –
BFA
628
Buttonwood Financial Advisors
Maryland
$2.88M +$93.5K +1,443 +3%
Vontobel Holding
629
Vontobel Holding
Switzerland
$2.88M -$340K -5,240 -11%
KRSITF
630
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.87M -$254K -3,923 -8%
WANY
631
Wealthspire Advisors (New York)
New York
$2.86M +$318K +4,904 +13%
PFGIA
632
Patriot Financial Group Insurance Agency
Massachusetts
$2.83M +$27K +417 +1%
CT
633
Coastline Trust
Rhode Island
$2.82M +$1.3K +20 +0%
MW
634
Maia Wealth
Colorado
$2.81M +$334K +4,598 +13%
AT
635
American Trust
Kentucky
$2.81M -$829K -12,792 -23%
SCA
636
Stonebridge Capital Advisors
Minnesota
$2.81M -$19.2K -297 -0.7%
C
637
Certuity
Florida
$2.81M -$188K -2,904 -6%
BRWA
638
B. Riley Wealth Advisors
Florida
$2.8M +$1.21M +18,825 +75%
GIM
639
Goelzer Investment Management
Indiana
$2.79M -$184K -2,845 -6%
CCIA
640
Campbell & Co Investment Adviser
Maryland
$2.79M +$2.79M +43,066 New
PWP
641
Private Wealth Partners
California
$2.78M +$810K +12,491 +41%
CBT
642
Central Bank & Trust
Kentucky
$2.78M +$56.3K +869 +2%
LWA
643
Lantern Wealth Advisors
New York
$2.77M +$149K +2,491 +6%
PHIC
644
Pine Haven Investment Counsel
Massachusetts
$2.76M -$5.83K -90 -0.2%
FTDI
645
First Trust Direct Indexing
Massachusetts
$2.75M +$225K +3,473 +9%
TMAM
646
Tokio Marine Asset Management
Japan
$2.75M +$132K +2,040 +5%
MSK
647
Melissa S. Kampmann
$2.74M -$34K -525 -1%
SWM
648
Sculati Wealth Management
Michigan
$2.73M -$37.3K -576 -1%
HCA
649
Horan Capital Advisors
Ohio
$2.73M -$37.1K -573 -1%
SFI
650
Siemens Fonds Invest
Germany
$2.71M -$42.5K -655 -2%
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