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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 %
TPI
1276
Trust Point Inc
Wisconsin
$413K -$24.6K -379 -6%
FLI
1277
Family Legacy Inc
South Carolina
$409K – – –
VAM
1278
Verity Asset Management
North Carolina
$408K +$138K +2,133 +51%
MAC
1279
Mason & Associates (California)
California
$404K +$14.5K +224 +4%
N
1280
Numerai
California
$404K +$404K +6,232 New
TWP
1281
Tempus Wealth Planning
California
$403K +$30.8K +476 +8%
EWA
1282
Encompass Wealth Advisors
Oregon
$402K – – –
SFS
1283
Strategic Financial Services
New York
$401K – – –
TCOT
1284
Trust Company of Toledo
Ohio
$400K +$118K +1,820 +42%
BEI
1285
Benjamin Edwards Inc
Missouri
$398K +$385K +5,937 +2,841%
ACM
1286
Avalon Capital Management
California
$398K -$111K -1,713 -22%
WP
1287
WealthPLAN Partners
Nebraska
$397K -$147K -2,271 -27%
GIA
1288
Gladstone Institutional Advisory
Florida
$397K -$21.3K -328 -5%
AFT
1289
Alpha Family Trust
California
$393K – – –
CCG
1290
Coastwise Capital Group
California
$392K +$58.8K +907 +18%
MWA
1291
Moser Wealth Advisors
Washington
$390K +$6.48K +100 +2%
WQ
1292
Wealth Quarterback
New Jersey
$387K -$173K -2,667 -31%
EW
1293
Evoke Wealth
California
$386K +$386K +5,952 New
MG
1294
Mather Group
Illinois
$382K -$41.3K -637 -10%
SHFA
1295
SS&H Financial Advisors
Michigan
$382K – – –
KCM
1296
KRS Capital Management
Michigan
$380K +$6.74K +104 +2%
MSRI
1297
Michael S. Ryan Inc
New York
$379K -$3.89K -60 -1%
BWP
1298
BSW Wealth Partners
Colorado
$379K +$87.1K +1,344 +30%
MC
1299
Machina Capital
France
$378K -$145K -2,243 -28%
TSMHT
1300
Thurston Springer Miller Herd & Titak
Indiana
$377K +$157K +2,429 +72%
50 51
52
53 54