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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 %
AC
1251
Avestar Capital
New York
$434K -$48.3K -745 -10%
PP
1252
Paloma Partners
Connecticut
$434K -$424K -6,536 -49%
MJRIC
1253
Mogy Joel R Investment Counsel
California
$431K -$227K -3,500 -34%
TC
1254
TAGStone Capital
North Carolina
$431K +$11.9K +184 +3%
BCM
1255
Brown Capital Management
Maryland
$431K -$14.8K -229 -3%
ACM
1256
Arcataur Capital Management
Wisconsin
$431K +$9.72K +150 +2%
FT
1257
Fiduciary Trust
Massachusetts
$431K -$45K -694 -9%
AIA
1258
Alera Investment Advisors
Illinois
$430K +$36.9K +569 +9%
CIA
1259
Capital Investment Advisors
Georgia
$429K +$21K +324 +5%
DWM
1260
Defined Wealth Management
Oregon
$428K +$1.75K +27 +0.4%
RC
1261
Rovin Capital
Arizona
$428K -$232K -3,576 -35%
LAM
1262
L2 Asset Management
Massachusetts
$428K +$14.4K +222 +3%
TFA
1263
Toth Financial Advisory
Virginia
$428K +$348K +5,370 +436%
SEIA
1264
Signature Estate & Investment Advisors
California
$427K +$22.4K +345 +6%
IFPG
1265
Intrepid Financial Planning Group
Indiana
$426K +$195K +3,005 +84%
CA
1266
Carson Advisory
Georgia
$425K -$10.4K -160 -2%
BTW
1267
Boston Trust Walden
Massachusetts
$424K – – –
DFCM
1268
Dark Forest Capital Management
Puerto Rico
$423K +$157K +2,416 +59%
MWM
1269
Mission Wealth Management
California
$423K +$16.5K +254 +4%
NHT
1270
New Hampshire Trust
New Hampshire
$422K +$44.3K +683 +12%
PIA
1271
Powell Investment Advisors
Florida
$421K -$140K -2,155 -25%
AC
1272
ASB Consultores
Florida
$420K -$15.1K -233 -3%
WCM
1273
Weaver Capital Management
Georgia
$419K -$19.8K -305 -5%
FCP
1274
Fidelis Capital Partners
Florida
$419K -$36.3K -506 -8%
KWAG
1275
Kiely Wealth Advisory Group
North Carolina
$416K – – –
49 50
51
52 53