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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 %
MCB
1151
Morton Community Bank
Illinois
$559K -$145K -2,235 -21%
QWM
1152
Quadcap Wealth Management
Texas
$559K +$9.4K +145 +2%
NBT
1153
Northwest Bank & Trust
Iowa
$558K +$7.13K +110 +1%
BIG
1154
Brooklyn Investment Group
New York
$555K -$35.3K -544 -6%
BCM
1155
Brookstone Capital Management
Illinois
$549K +$27.4K +422 +5%
SQA
1156
Simon Quick Advisors
New Jersey
$549K +$98.5K +1,520 +22%
Los Angeles Capital Management
1157
Los Angeles Capital Management
California
$548K -$64M -987,315 -99%
HCM
1158
Howard Capital Management
Georgia
$548K +$548K +8,449 New
FFS
1159
Founders Financial Securities
Maryland
$548K +$17.2K +266 +3%
HBT
1160
Heartland Bank & Trust
Illinois
$546K -$39.8K -614 -7%
CAG
1161
Compass Advisory Group
New York
$543K – – –
MSS
1162
Mitchell Sinkler & Starr
Pennsylvania
$541K +$16.9K +260 +3%
LCWP
1163
Legacy Capital Wealth Partners
Arkansas
$537K +$38K +586 +8%
LRIA
1164
Leonard Rickey Investment Advisors
Washington
$537K -$6.68K -103 -1%
PCMN
1165
Paradigm Capital Management (Nevada)
Nevada
$536K +$536K +8,275 New
SPI
1166
Sutton Place Investors
New York
$536K +$11.8K +182 +2%
PFBT
1167
Parkside Financial Bank & Trust
Missouri
$529K -$20.4K -314 -4%
BFS
1168
Bradley Foster & Sargent
Connecticut
$528K +$41K +633 +8%
NA
1169
Navellier & Associates
Nevada
$525K -$211K -3,255 -29%
SFO
1170
Stokes Family Office
Louisiana
$523K -$24.3K -375 -4%
AAM
1171
Auxier Asset Management
Oregon
$522K +$522K +8,050 New
CWS
1172
Cypress Wealth Services
California
$520K -$5.51K -85 -1%
NG
1173
Norden Group
Utah
$517K +$517K +7,970 New
BBHC
1174
Brown Brothers Harriman & Co
New York
$516K -$619K -9,550 -55%
CA
1175
CoreCap Advisors
Michigan
$516K +$516K +7,957 New
45 46
47
48 49