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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 %
JSL
976
JT Stratford LLC
Georgia
$917K -$111K -1,715 -11%
SRC
977
Sage Rhino Capital
California
$915K +$57.6K +889 +7%
FRA
978
Frank Rimerman Advisors
California
$912K -$254K -3,921 -22%
FSA
979
Franklin Street Advisors
North Carolina
$906K -$15.8M -243,297 -95%
BMCM
980
Burns Matteson Capital Management
New York
$906K -$20.7K -319 -2%
RFC
981
Regions Financial Corp
Alabama
$904K -$469K -7,236 -34%
USCWA
982
U.S. Capital Wealth Advisors
Texas
$903K -$880K -13,581 -49%
WKWM
983
Walter & Keenan Wealth Management
Indiana
$899K -$2.66K -41 -0.3%
CCA
984
Checchi Capital Advisers
California
$897K +$3.05K +47 +0.3%
Koshinski Asset Management
985
Koshinski Asset Management
Illinois
$895K -$19.6K -302 -2%
FFC
986
First Financial Corp
Indiana
$895K +$36.4K +561 +4%
NB
987
Nicolet Bankshares
Wisconsin
$894K -$64.6K -997 -7%
LCM
988
Leisure Capital Management
California
$891K -$207K -3,194 -19%
QI
989
Qtron Investments
Massachusetts
$888K -$311K -4,794 -26%
FNBOO
990
First National Bank of Omaha
Nebraska
$881K – – –
HHRDM
991
H&H Retirement Design & Management
Nevada
$881K -$14.3K -199 -2%
SWM
992
SeaCrest Wealth Management
New York
$878K -$211K -3,251 -19%
NCM
993
Novare Capital Management
North Carolina
$876K +$129K +1,986 +17%
ET
994
Equitable Trust
Tennessee
$874K +$60.6K +935 +7%
LA
995
LexAurum Advisors
Kansas
$873K +$86.2K +1,330 +11%
CIA
996
Concurrent Investment Advisors
Florida
$870K +$176K +2,716 +25%
HA
997
Hamel Associates
New Jersey
$868K – – –
FCA
998
FLC Capital Advisors
California
$867K +$470K +7,245 +118%
OA
999
Operose Advisors
Wisconsin
$862K +$778 +12 +0.1%
KWA
1000
Kingswood Wealth Advisors
California
$861K +$205K +3,162 +31%
38 39
40
41 42