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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 %
CFG
1026
Cooper Financial Group
California
$803K +$339K +5,226 +73%
SP
1027
Stablepoint Partners
Massachusetts
$800K +$40.4K +624 +5%
PIA
1028
Panoramic Investment Advisors
Colorado
$795K +$795K +12,268 New
CFP
1029
Catalyst Financial Partners
Massachusetts
$791K -$27.8K -429 -3%
FC
1030
Fusion Capital
South Carolina
$780K +$216K +3,337 +38%
OC
1031
Opinicus Capital
Florida
$780K -$28.3K -436 -3%
LIM
1032
Leavell Investment Management
Alabama
$779K +$326K +5,029 +72%
OIM
1033
Oder Investment Management
California
$778K -$10.2K -157 -1%
LAM
1034
Lummis Asset Management
Texas
$776K -$5.38K -83 -0.7%
HKIMG
1035
Hutchens & Kramer Investment Management Group
Indiana
$773K -$106K -1,661 -12%
LS
1036
Livforsakringsbolaget Skandia
Sweden
$772K +$601K +9,275 +352%
NERM
1037
New England Research & Management
Illinois
$771K -$888K -13,700 -54%
IWC
1038
Integrated Wealth Concepts
Massachusetts
$771K -$334K -5,159 -30%
NS
1039
NBC Securities
Alabama
$770K -$160K -2,470 -17%
NL
1040
Navalign LLC
California
$765K +$18.4K +284 +2%
IIM
1041
Intact Investment Management
Quebec, Canada
$761K +$71.3K +1,100 +10%
AWM
1042
Avondale Wealth Management
Texas
$758K +$117K +1,800 +18%
LWM
1043
Lodestone Wealth Management
Washington
$753K +$1.23K +19 +0.2%
DLHL
1044
Donald L. Hagan LLC
Florida
$751K -$48.4K -747 -6%
CFB
1045
Cullen/Frost Bankers
Texas
$746K -$363K -5,606 -33%
TNB
1046
Thomasville National Bank
Georgia
$746K -$162K -2,500 -18%
NWM
1047
Northcape Wealth Management
New York
$745K – – –
CG
1048
Cynosure Group
Utah
$744K +$33.4K +516 +5%
IFWM
1049
Institute for Wealth Management
Colorado
$743K +$182K +2,801 +32%
CWA
1050
Canvas Wealth Advisors
Kansas
$740K +$36.4K +561 +5%
40 41
42
43 44