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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 %
MC
801
Moors & Cabot
Massachusetts
$1.56M +$68.2K +1,053 +5%
AF
802
Ally Financial
Michigan
$1.56M +$1.56M +24,000 New
BF
803
BOK Financial
Oklahoma
$1.55M -$15K -237 -1%
S
804
SignatureFD
Georgia
$1.55M -$148K -2,288 -9%
PAS
805
Park Avenue Securities
New York
$1.54M -$273K -4,213 -15%
1SB
806
1ST Source Bank
Indiana
$1.54M -$39.4K -608 -2%
VSQM
807
V-Square Quantitative Management
Illinois
$1.54M +$280K +4,322 +22%
RC
808
RBF Capital
California
$1.53M – – –
VIM
809
VELA Investment Management
Ohio
$1.53M +$20.3K +313 +1%
AWP
810
Ascent Wealth Partners
New York
$1.53M +$14.1K +218 +0.9%
FIA
811
Foundations Investment Advisors
Arizona
$1.52M +$76.9K +1,186 +5%
DEA
812
DoubleLine ETF Adviser
Florida
$1.52M -$94.2K -1,454 -6%
AWM
813
Avitas Wealth Management
California
$1.52M -$3.05K -47 -0.2%
SWP
814
Strategic Wealth Partners
Ohio
$1.52M -$3.23M -49,883 -68%
PVI
815
Pine Valley Investments
New Jersey
$1.51M +$78.7K +1,214 +5%
CCA
816
Covey Capital Advisors
Georgia
$1.51M -$39.3K -607 -3%
CTA
817
Chesley Taft & Associates
Illinois
$1.5M -$27.5K -425 -2%
DIS
818
Diversified Investment Strategies
Louisiana
$1.5M -$38.9K -600 -3%
RWA
819
Roberts Wealth Advisors
California
$1.5M +$58.7K +905 +4%
MFG
820
MidWestOne Financial Group
Iowa
$1.48M -$128K -1,968 -8%
CC
821
Copperleaf Capital
North Carolina
$1.48M +$26.1K +403 +2%
RP
822
Riverwater Partners
Wisconsin
$1.48M +$319K +5,033 +27%
EF
823
Empowered Funds
Pennsylvania
$1.48M +$87K +1,343 +6%
VWM
824
VCI Wealth Management
Missouri
$1.48M +$1.48M +22,841 New
SAM
825
Secure Asset Management
Michigan
$1.48M +$247K +3,817 +20%
31 32
33
34 35