SCHW icon

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 %
FFG
926
Frisch Financial Group
New York
$1.06M +$2.33K +36 +0.2%
CGH
927
CMG Global Holdings
Texas
$1.05M +$3.37K +52 +0.3%
GFG
928
Greystone Financial Group
Michigan
$1.05M +$491K +7,582 +88%
RWM
929
Ritholtz Wealth Management
New York
$1.05M -$50.4K -777 -5%
OAM
930
Ostrum Asset Management
France
$1.03M +$25.1K +388 +2%
MCM
931
Mainstream Capital Management
California
$1.03M +$1.03M +15,869 New
GM
932
GeoWealth Management
Illinois
$1.03M +$123K +1,902 +14%
TWA
933
TCI Wealth Advisors
Arizona
$1.03M +$196K +3,020 +24%
HFS
934
Howard Financial Services
Texas
$1.02M +$108K +1,672 +12%
DAS
935
Dynamic Advisor Solutions
Arizona
$1.02M -$85.7K -1,322 -8%
TF
936
TLWM Financial
Texas
$1.02M -$58.5K -903 -5%
CPRC
937
Consolidated Portfolio Review Corp
New York
$1.02M +$5.12K +79 +0.5%
SMC
938
Smith, Moore & Co
Missouri
$1.02M +$135K +2,089 +15%
GC
939
Guidance Capital
Kentucky
$1.02M +$24.8K +348 +3%
ATWA
940
Arbor Trust Wealth Advisors
Michigan
$1.01M – – –
NAM
941
NorthCrest Asset Manangement
Minnesota
$1.01M +$4.86K +75 +0.5%
DIA
942
Dana Investment Advisors
Wisconsin
$1.01M -$192K -2,963 -16%
Jones Financial Companies
943
Jones Financial Companies
Missouri
$1M +$665K +10,321 +198%
CI
944
Cigna Investments
Connecticut
$999K -$11.8K -182 -1%
GKIM
945
GW&K Investment Management
Massachusetts
$998K -$24.6M -379,482 -96%
JFA
946
JNBA Financial Advisors
Minnesota
$996K -$6.94K -107 -0.7%
PAM
947
Paradigm Asset Management
New York
$988K – – –
AC
948
AXQ Capital
New Jersey
$981K +$981K +15,133 New
AIP
949
Ameritas Investment Partners
Nebraska
$981K -$37.5K -579 -4%
AWA
950
Aaron Wealth Advisors
Illinois
$976K +$45K +694 +5%
36 37
38
39 40