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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 %
IWM
1201
IHT Wealth Management
Illinois
$485K -$32.4K -501 -6%
VWM
1202
Vivid Wealth Management
Iowa
$483K -$249K -3,835 -34%
OWA
1203
Octavia Wealth Advisors
Ohio
$481K +$40.7K +628 +9%
RWB
1204
RMR Wealth Builders
New Jersey
$480K -$1.62K -25 -0.3%
NEWAS
1205
N.E.W. Advisory Services
Wisconsin
$479K +$184K +2,834 +62%
LA
1206
Legacy Advisors
Pennsylvania
$479K +$26.7K +412 +6%
CGA
1207
Crescent Grove Advisors
Illinois
$474K -$13K -200 -3%
OPA
1208
Old Port Advisors
Maine
$474K -$8.88K -137 -2%
CAM
1209
Cozad Asset Management
Illinois
$474K +$65 +1 +0%
CWM
1210
Circle Wealth Management
New Jersey
$473K -$76.9K -1,186 -14%
TNBTD
1211
Trustmark National Bank Trust Department
Mississippi
$472K -$415K -6,396 -47%
TCM
1212
Traynor Capital Management
Pennsylvania
$471K -$51.4K -793 -10%
RIM
1213
RW Investment Management
Idaho
$471K -$12.6K -194 -3%
DT
1214
Diversified Trust
Tennessee
$470K -$31.4K -484 -6%
AIA
1215
Angeles Investment Advisors
California
$469K – – –
MFA
1216
Mayflower Financial Advisors
Massachusetts
$468K -$26.4K -408 -5%
FW
1217
FullCircle Wealth
Texas
$468K -$438K -6,075 -48%
BIC
1218
Beach Investment Counsel
Pennsylvania
$468K -$16.2K -250 -3%
SM
1219
Sweeney & Michel
California
$466K +$94.9K +1,330 +26%
QIM
1220
Quantitative Investment Management
Virginia
$465K +$465K +7,189 New
AGC
1221
Aspen Grove Capital
Colorado
$465K +$4.67K +72 +1%
KFP
1222
KMG Fiduciary Partners
Ohio
$465K -$11.5K -177 -2%
SMA
1223
Sage Mountain Advisors
Georgia
$463K +$49.6K +765 +12%
CWM
1224
Centurion Wealth Management
Virginia
$462K +$462K +7,125 New
JIC
1225
Joel Isaacson & Co
New York
$462K +$84.2K +1,299 +22%
47 48
49
50 51