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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 %
BPWM
1226
Badgley Phelps Wealth Managers
Washington
$461K – – –
GA
1227
Geller Advisors
New York
$461K -$15.7K -242 -3%
MA
1228
MCF Advisors
Kentucky
$461K -$10.8K -166 -2%
TPA
1229
Trivium Point Advisory
Connecticut
$459K +$54.1K +691 +13%
SIM
1230
Sentry Investment Management
Wisconsin
$458K -$382K -5,895 -45%
GPA
1231
Garrison Point Advisors
California
$457K – – –
DS
1232
DRW Securities
Illinois
$454K -$4.85M -74,812 -91%
VI
1233
Versor Investments
New York
$453K +$3.24K +50 +0.7%
JAG
1234
Journey Advisory Group
Kentucky
$453K – – –
BG
1235
Bahl & Gaynor
Ohio
$452K – – –
CWM
1236
Cornerstone Wealth Management
Missouri
$452K -$2.92K -45 -0.6%
EI
1237
Ellevest Inc
New York
$448K -$91.2K -1,407 -17%
BWG
1238
Beta Wealth Group
California
$447K +$32.5K +501 +8%
VF
1239
Vest Financial
Virginia
$446K +$446K +6,884 New
LC
1240
LCNB Corp
Ohio
$446K – – –
PTP
1241
Platform Technology Partners
New York
$442K – – –
BFA
1242
Bragg Financial Advisors
North Carolina
$442K -$127K -1,955 -22%
HWMO
1243
Heritage Wealth Management (Ohio)
Ohio
$442K – – –
SGCA
1244
Steel Grove Capital Advisors
Tennessee
$441K – – –
MSFS
1245
Main Street Financial Solutions
Pennsylvania
$440K -$41.3K -638 -9%
RCAG
1246
Rehmann Capital Advisory Group
Michigan
$439K -$4.67K -72 -1%
KWM
1247
Kingsview Wealth Management
Oregon
$437K +$30.9K +477 +8%
SWA
1248
Sax Wealth Advisors
New Jersey
$437K -$5.7K -88 -1%
PMFA
1249
Plante Moran Financial Advisors
Michigan
$436K -$19.3K -298 -4%
FMLI
1250
Fukoku Mutual Life Insurance
Japan
$436K – – –
48 49
50
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