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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 %
TAM
776
Tealwood Asset Management
Minnesota
$1.67M +$1.67M +25,746 New
EWM
777
EPG Wealth Management
Georgia
$1.66M +$1.66M +25,574 New
CAM
778
Columbia Asset Management
Michigan
$1.65M +$37.6K +580 +2%
CIA
779
Cape Investment Advisory
Georgia
$1.65M +$18.7K +289 +1%
CF
780
Centaurus Financial
California
$1.65M +$83.8K +1,293 +5%
AF
781
Allworth Financial
California
$1.64M -$120K -1,848 -7%
AL
782
Aspiriant LLC
California
$1.64M -$32.4K -500 -2%
HI
783
Horizon Investments
North Carolina
$1.63M -$156K -2,422 -9%
BFG
784
Bleakley Financial Group
New Jersey
$1.63M -$91.3K -1,408 -5%
JWA
785
JFS Wealth Advisors
Pennsylvania
$1.62M +$1.6M +24,643 +6,286%
RJT
786
Raymond James Trust
Florida
$1.62M -$163K -2,518 -9%
IR
787
IAT Reinsurance
New York
$1.62M – – –
BCWM
788
Bartlett & Co Wealth Management
Ohio
$1.61M -$97.9K -1,511 -6%
QCM
789
QRG Capital Management
Illinois
$1.6M -$706K -10,887 -31%
PA
790
Profund Advisors
Maryland
$1.6M +$190K +2,938 +14%
MYIA
791
Mount Yale Investment Advisors
Colorado
$1.6M -$372K -5,747 -19%
GBA
792
Garrison Bradford & Associates
New York
$1.6M -$12.6K -194 -0.8%
CHC
793
City Holding Co
West Virginia
$1.59M -$361K -5,572 -19%
FPWM
794
FSB Premier Wealth Management
Iowa
$1.58M +$379K +5,841 +31%
FNA
795
First National Advisers
Nebraska
$1.58M -$3.57K -55 -0.2%
AGWCA
796
Annis Gardner Whiting Capital Advisors
Florida
$1.58M -$2.59K -40 -0.2%
GP
797
Greenline Partners
New York
$1.58M – – –
SWMG
798
Signature Wealth Management Group
Georgia
$1.58M +$8.3K +128 +0.5%
BG
799
Bollard Group
Massachusetts
$1.57M – – –
PWW
800
Pettyjohn Wood & White
Virginia
$1.56M +$98.8K +1,525 +7%
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