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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 %
MTIM
1051
Marathon Trading Investment Management
Pennsylvania
$739K +$739K +11,400 New
DBIA
1052
Dumont & Blake Investment Advisors
New Jersey
$738K -$738K -11,386 -50%
UBG
1053
United Bank (Georgia)
Georgia
$736K +$84.8K +1,309 +13%
OAM
1054
Oxford Asset Management
United Kingdom
$733K +$733K +11,309 New
SAM
1055
Smartleaf Asset Management
Massachusetts
$731K +$212K +3,291 +41%
TCM
1056
Triumph Capital Management
Colorado
$724K +$724K +11,174 New
PCS
1057
Personal CFO Solutions
New Jersey
$720K -$51.3K -791 -7%
NJIM
1058
Nabity-Jensen Investment Management
Nebraska
$720K – – –
IIA
1059
Integral Investment Advisors
California
$715K – – –
SRWM
1060
Shira Ridge Wealth Management
California
$711K +$130 +2 +0%
LC
1061
Lindbrook Capital
California
$711K -$72.7K -1,122 -9%
SS
1062
Sunbelt Securities
Texas
$710K +$32.3K +498 +5%
TFS
1063
Thoroughbred Financial Services
Tennessee
$707K -$3.37K -52 -0.5%
BS
1064
Banco Santander
Spain
$707K +$246K +3,796 +53%
WCM
1065
Whitener Capital Management
North Carolina
$703K +$144K +2,218 +26%
FA
1066
Faithward Advisors
Pennsylvania
$701K -$22.6K -348 -3%
AWA
1067
Arkadios Wealth Advisors
Georgia
$698K +$119K +1,836 +21%
VL
1068
Vima LLC
Michigan
$696K -$12K -185 -2%
ACA
1069
Aptus Capital Advisors
Alabama
$695K +$119K +1,841 +21%
IAS
1070
Insigneo Advisory Services
Florida
$693K +$3.57K +55 +0.5%
A
1071
Allianz
Germany
$693K +$49.9K +770 +8%
CA
1072
Continuum Advisory
Idaho
$686K +$25.3K +316 +4%
QCM
1073
Qsemble Capital Management
New York
$682K +$682K +10,527 New
CTC
1074
Central Trust Company
Missouri
$682K -$278K -4,297 -29%
GLA
1075
Good Life Advisors
Pennsylvania
$680K +$123K +1,892 +22%
41 42
43
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