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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 %
CPIG
726
Chicago Partners Investment Group
Illinois
$1.97M -$381K -5,313 -16%
CCWM
727
Correct Capital Wealth Management
Missouri
$1.97M +$85.1K +1,313 +5%
GVAG
728
Great Valley Advisor Group
Delaware
$1.96M +$328K +5,065 +20%
ATPW
729
Ashton Thomas Private Wealth
Arizona
$1.96M +$566K +8,730 +41%
VNA
730
Valley National Advisers
Pennsylvania
$1.95M -$2.43M -37,510 -55%
MVA
731
Mount Vernon Associates
Maryland
$1.95M +$61.6K +950 +3%
HCCM
732
Hudson Canyon Capital Management
New York
$1.95M +$137K +2,114 +8%
CAI
733
Capital Advisors Inc
Oklahoma
$1.94M -$6.74K -104 -0.3%
GAM
734
Gotham Asset Management
New York
$1.94M +$238K +3,677 +14%
CSC
735
Cove Street Capital
California
$1.93M – – –
AIC
736
Argus Investors Counsel
New York
$1.93M -$34.3K -529 -2%
AWM
737
Avior Wealth Management
Nebraska
$1.93M +$228K +3,522 +13%
AIM
738
Aigen Investment Management
New York
$1.92M +$1.92M +29,573 New
VI
739
Vestcor Inc
New Brunswick, Canada
$1.91M – – –
3IP
740
3Chopt Investment Partners
Virginia
$1.91M -$218K -3,369 -10%
XWM
741
Xcel Wealth Management
Florida
$1.89M – – –
SAM
742
Silvercrest Asset Management
New York
$1.89M +$236K +3,641 +14%
TSS
743
Two Sigma Securities
New York
$1.88M -$692K -10,673 -27%
IIC
744
Integrated Investment Consultants
Michigan
$1.86M +$1.36M +75,957 +268%
CAMG
745
CWA Asset Management Group
Florida
$1.86M +$1.86M +28,664 New
IMC Chicago
746
IMC Chicago
Illinois
$1.85M +$1.85M +28,605 New
HCM
747
Hodges Capital Management
Texas
$1.85M -$1.04M -15,987 -36%
HCMT
748
Highland Capital Management (Tennessee)
Tennessee
$1.85M -$4.67M -72,005 -72%
ISB
749
Iowa State Bank
Iowa
$1.85M +$507K +7,829 +38%
GS
750
GTS Securities
New York
$1.84M +$79.5K +1,227 +5%
28 29
30
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