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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 %
PMSA
1001
Patrick M. Sweeney & Associates
Illinois
$857K +$44.8K +692 +6%
CNTOF
1002
Canandaigua National Trust of Florida
New York
$857K +$857K +13,216 New
WPW
1003
Waldron Private Wealth
Pennsylvania
$849K -$114K -1,756 -12%
HR
1004
Hardy Reed
Mississippi
$846K -$7.71K -119 -0.9%
BWP
1005
Balboa Wealth Partners
Arizona
$843K -$20.7K -319 -2%
HWA
1006
HCR Wealth Advisors
California
$841K +$16.5K +254 +2%
DM
1007
Delphi Management
Massachusetts
$839K -$262K -4,050 -24%
MA
1008
Mutual Advisors
Nebraska
$835K +$25.9K +357 +3%
LSAG
1009
Lake Street Advisors Group
New Hampshire
$834K -$12.5K -193 -1%
PG
1010
Proffitt & Goodson
Tennessee
$832K +$21.6K +333 +3%
ORC
1011
O'Rourke & Company
Massachusetts
$831K -$2.66K -41 -0.3%
KIA
1012
Knollwood Investment Advisory
Maryland
$830K – – –
GIP
1013
Granite Investment Partners
California
$829K -$149K -2,300 -15%
AFG
1014
Atomi Financial Group
New York
$826K -$24.2K -373 -3%
WPC
1015
Wedmont Private Capital
Pennsylvania
$824K -$79.7K -1,239 -9%
HH
1016
Hilltop Holdings
Texas
$820K +$341K +5,267 +71%
SAM
1017
Summit Asset Management
Tennessee
$817K -$59.1K -912 -7%
WFA
1018
West Financial Advisors
Iowa
$817K – – –
SIA
1019
Schechter Investment Advisors
Michigan
$814K -$362K -5,582 -31%
UPS
1020
UHLMANN PRICE SECURITIES
Illinois
$813K +$813K +12,543 New
HA
1021
Herold Advisors
New York
$807K -$285K -4,395 -26%
FCFC
1022
First Commonwealth Financial Corp
Pennsylvania
$807K +$17.4K +269 +2%
ONB
1023
Old National Bancorp
Indiana
$807K -$230K -3,556 -22%
MCCP
1024
Mission Creek Capital Partners
California
$805K -$96.6K -1,490 -11%
PWM
1025
Power Wealth Management
Georgia
$804K +$103K +1,590 +15%
39 40
41
42 43