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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 %
PCMC
1101
Private Capital Management (Colorado)
Colorado
$642K +$263K +4,062 +69%
CYG
1102
Clean Yield Group
Vermont
$640K +$2.14K +33 +0.3%
UCB
1103
United Community Bank
South Carolina
$638K -$9.07K -140 -1%
DWM
1104
Drive Wealth Management
Utah
$638K +$32.6K +503 +5%
MWM
1105
Meridian Wealth Management
Kentucky
$636K +$636K +9,815 New
GWMR
1106
GC Wealth Management RIA
Massachusetts
$633K +$303K +4,672 +92%
CI
1107
Cavalier Investments
Georgia
$632K +$35.8K +552 +6%
LCM
1108
Logan Capital Management
Pennsylvania
$631K – – –
CGL
1109
Clarius Group LLC
Washington
$629K -$11.9K -184 -2%
MW
1110
Marcum Wealth
Ohio
$629K +$7.39K +114 +1%
FCA
1111
FinTrust Capital Advisors
South Carolina
$627K -$47.3K -728 -7%
BWM
1112
Brophy Wealth Management
New Hampshire
$626K +$626K +9,655 New
HC
1113
Hara Capital
Washington
$623K +$161K +2,480 +35%
NB
1114
NBT Bank
New York
$623K +$42.2K +651 +7%
CP
1115
Canopy Partners
Ohio
$622K -$5.7K -88 -0.9%
RCG
1116
Regatta Capital Group
California
$622K +$3.57K +55 +0.6%
MF
1117
Manchester Financial
California
$621K +$65 +1 +0%
WWM
1118
Western Wealth Management
Colorado
$620K -$69.5K -1,073 -10%
DFG
1119
Demars Financial Group
Washington
$616K +$3.24K +50 +0.5%
CNBTD
1120
Citizens National Bank Trust Department
Mississippi
$613K -$169K -2,610 -22%
VCWA
1121
Vanguard Capital Wealth Advisors
Colorado
$612K +$97.2K +1,500 +19%
CA
1122
Crumly & Associates
Illinois
$611K +$14.9K +230 +3%
RSVP
1123
Ramsay Stattman Vela & Price
Colorado
$608K +$41.2K +635 +7%
CM
1124
Castleark Management
Illinois
$607K – – –
KA
1125
Keene & Associates
Texas
$604K +$39.5K +610 +7%
43 44
45
46 47