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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 %
NCM
751
Next Capital Management
New York
$1.84M -$2.45M -37,764 -57%
CRI
752
Commonwealth Retirement Investments
Virginia
$1.83M +$195K +3,006 +12%
MCA
753
Martin Capital Advisors
Texas
$1.83M -$6.48K -100 -0.4%
BIM
754
Bridges Investment Management
Nebraska
$1.82M +$394K +6,085 +28%
CC
755
Centiva Capital
New York
$1.82M +$1.31M +20,242 +259%
CTC
756
Cetera Trust Company
Minnesota
$1.81M -$279K -4,300 -13%
GRP
757
Global Retirement Partners
California
$1.81M +$45.6K +703 +3%
SRA
758
Secured Retirement Advisors
Minnesota
$1.79M +$108K +1,669 +6%
RPC
759
Rossmore Private Capital
Connecticut
$1.79M – – –
WC
760
Wynn Capital
Georgia
$1.77M +$93.3K +1,440 +6%
FFA
761
Farther Finance Advisors
California
$1.77M +$48.7K +751 +3%
MFS
762
Mattson Financial Services
Michigan
$1.77M -$11.2K -152 -0.6%
FWM
763
Finer Wealth Management
Massachusetts
$1.76M +$237K +3,661 +16%
Luther King Capital Management (LKCM)
764
Luther King Capital Management (LKCM)
Texas
$1.75M +$37.1K +572 +2%
BA
765
Bridgewater Associates
Connecticut
$1.75M +$1.75M +27,064 New
WGC
766
Watts Gwilliam & Co
Arizona
$1.75M +$1.75M +26,959 New
PAM
767
Palisade Asset Management
Minnesota
$1.73M +$36.6K +565 +2%
MMA
768
Miracle Mile Advisors
California
$1.73M -$222K -3,418 -11%
EWA
769
EP Wealth Advisors
California
$1.73M -$59.6K -920 -3%
CCP
770
Carmel Capital Partners
California
$1.73M +$119K +1,832 +7%
GI
771
GAMCO Investors
Connecticut
$1.73M +$24.3K +375 +1%
IAS
772
Investment Advisory Services
Texas
$1.71M -$18.5K -286 -1%
HSA
773
HBK Sorce Advisory
Pennsylvania
$1.71M -$41.3K -637 -2%
SIC
774
Salem Investment Counselors
North Carolina
$1.7M – – –
MNBTD
775
Moody National Bank Trust Division
Texas
$1.7M -$115K -1,780 -6%
29 30
31
32 33