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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 %
OIA
651
OneDigital Investment Advisors
Kansas
$2.65M +$26.4K +408 +1%
GSWM
652
Greenup Street Wealth Management
Michigan
$2.65M -$1.75K -27 -0.1%
DWM
653
Dakota Wealth Management
Florida
$2.64M -$186K -2,877 -7%
1WA
654
180 Wealth Advisors
Washington
$2.64M +$106K +1,631 +4%
IAA
655
Independent Advisor Alliance
North Carolina
$2.61M +$473K +7,301 +22%
DW30
656
Drucker Wealth 3.0
New Jersey
$2.6M +$48.1K +742 +2%
HAG
657
HighPoint Advisor Group
Illinois
$2.6M -$70.5K -994 -3%
Capstone Investment Advisors
658
Capstone Investment Advisors
New York
$2.58M +$1.93M +29,780 +295%
PA
659
Parallel Advisors
California
$2.58M -$203K -3,129 -7%
RSC
660
Red Spruce Capital
Pennsylvania
$2.54M -$83.2K -1,283 -3%
SIM
661
Stratos Investment Management
Ohio
$2.52M +$169K +2,609 +7%
EBWM
662
Eagle Bluffs Wealth Management
Missouri
$2.52M +$29.6K +457 +1%
CT
663
Colonial Trust
South Carolina
$2.51M -$87.6K -1,351 -3%
BAMF
664
BI Asset Management Fondsmaeglerselskab
Denmark
$2.5M -$376K -5,805 -13%
GC
665
Grimes & Company
Massachusetts
$2.49M -$6.77M -104,401 -73%
UCFA
666
United Capital Financial Advisors
Texas
$2.49M -$91.3K -1,409 -4%
VFA
667
Valeo Financial Advisors
Indiana
$2.48M -$26.3K -406 -1%
AWM
668
Apollon Wealth Management
South Carolina
$2.48M -$213K -3,283 -8%
LW
669
Linscomb Wealth
Texas
$2.47M +$21.9K +338 +0.9%
CWM
670
Compass Wealth Management
Connecticut
$2.45M -$251K -3,879 -9%
WA
671
Waverly Advisors
Alabama
$2.45M -$199K -3,064 -8%
CIA
672
Choate Investment Advisors
Massachusetts
$2.44M -$4.8M -74,055 -66%
NCM
673
Nelson Capital Management
California
$2.43M +$35.2K +543 +1%
OLA
674
Oliver Luxxe Assets
New Jersey
$2.43M +$92.8K +1,432 +4%
HAG
675
HF Advisory Group
Maryland
$2.42M +$476K +7,348 +24%
25 26
27
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