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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 %
AFG
1176
Albion Financial Group
Utah
$515K – – –
BWA
1177
Bordeaux Wealth Advisors
California
$513K -$778 -12 -0.2%
VC
1178
Veracity Capital
Georgia
$513K -$53.3K -822 -9%
AP
1179
Americana Partners
Texas
$513K -$5.32M -82,126 -91%
CWM
1180
Concentric Wealth Management
California
$512K +$194 +3 +0%
Federated Hermes
1181
Federated Hermes
Pennsylvania
$510K +$22.9K +354 +5%
BCM
1182
Boltwood Capital Management
California
$510K -$15.2K -235 -3%
RA
1183
RFG Advisory
Alabama
$509K -$61.4K -947 -11%
SBIA
1184
Sheaff Brock Investment Advisors
Indiana
$509K +$29.8K +460 +6%
WAM
1185
WNY Asset Management
New York
$509K -$8.88K -137 -2%
KHCM
1186
Kirtland Hills Capital Management
Ohio
$508K -$778 -12 -0.2%
IGAM
1187
iA Global Asset Management
Quebec, Canada
$505K +$13K +201 +3%
IB
1188
Intrust Bank
Kansas
$501K -$11.1K -172 -2%
AWM
1189
Axxcess Wealth Management
California
$500K -$259K -3,991 -34%
AA
1190
Apriem Advisors
California
$500K -$19.3K -298 -4%
LWM
1191
Lyell Wealth Management
California
$500K – – –
PP
1192
PDS Planning
Ohio
$500K -$3.31K -51 -0.7%
AIM
1193
Athena Investment Management
California
$500K – – –
SSWM
1194
Sheets Smith Wealth Management
North Carolina
$498K – – –
LFM
1195
LGT Fund Management
Liechtenstein
$497K +$121K +1,913 +32%
SPC
1196
Sigma Planning Corp
Michigan
$495K -$183K -2,824 -27%
HI
1197
Harbour Investments
Wisconsin
$493K +$32K +493 +7%
MM
1198
MQS Management
New York
$489K +$489K +7,550 New
CAG
1199
Csenge Advisory Group
Florida
$488K -$58.9K -870 -11%
PCM
1200
Pointe Capital Management
Michigan
$488K – – –
46 47
48
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