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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 %
CWM
701
Chemistry Wealth Management
New York
$2.15M +$7.45K +115 +0.3%
SC
702
Skylands Capital
Wisconsin
$2.15M +$1.24M +19,100 +136%
JIC
703
Johnson Investment Counsel
Ohio
$2.14M +$68.1K +1,051 +3%
RGI
704
River Global Investors
United Kingdom
$2.13M +$125K +1,924 +6%
SSI
705
Scott & Selber Inc
Texas
$2.13M -$8.94K -138 -0.4%
SWA
706
Strata Wealth Advisors
Texas
$2.12M -$17.7K -273 -0.8%
JFG
707
Jefferies Financial Group
New York
$2.11M +$77.3K +1,192 +4%
GCM
708
Graham Capital Management
Connecticut
$2.09M +$996K +15,367 +91%
VA
709
Vident Advisory
Georgia
$2.09M +$456K +7,033 +28%
TCM
710
Teza Capital Management
Illinois
$2.08M +$2.08M +32,168 New
LIA
711
LS Investment Advisors
Michigan
$2.08M -$380K -5,864 -15%
RCA
712
Resonant Capital Advisors
Wisconsin
$2.07M -$66.6K -1,028 -3%
CIAS
713
Capital Investment Advisory Services
North Carolina
$2.07M +$287K +4,425 +16%
ECM
714
Everence Capital Management
Indiana
$2.06M -$369K -5,690 -15%
MAA
715
Mraz Amerine & Associates
California
$2.05M -$286K -4,406 -12%
ASN
716
Advisory Services Network
Georgia
$2.05M – – –
SF
717
Summit Financial
New Jersey
$2.05M +$269K +4,150 +15%
BFS
718
Bard Financial Services
Connecticut
$2.03M -$130K -2,000 -6%
CNBT
719
Canandaigua National Bank & Trust
New York
$2.01M +$18.8K +290 +0.9%
AA
720
Ancora Advisors
Ohio
$2.01M -$160K -2,463 -7%
AIC
721
Aurora Investment Counsel
Georgia
$2M +$185K +2,853 +10%
CCM
722
Chaney Capital Management
Washington
$1.99M +$171K +2,645 +9%
WCBA
723
Weaver C. Barksdale & Associates
Tennessee
$1.98M -$76K -1,172 -4%
AWS
724
Atria Wealth Solutions
New York
$1.98M -$1.17M -18,023 -37%
FPGT
725
Financial Partners Group (Tennessee)
Tennessee
$1.98M +$315K +4,854 +19%
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