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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 %
MWA
1301
Monograph Wealth Advisors
California
$377K – – –
ZIMP
1302
Zimmermann Investment Management & Planning
Pennsylvania
$376K -$74.5K -1,150 -17%
WAS
1303
WESPAC Advisors SoCal
California
$376K – – –
PL
1304
Perpetual Ltd
Australia
$376K -$22.7K -351 -6%
BOM
1305
Bank of Marin
California
$375K -$1.36K -21 -0.4%
RWP
1306
Ridgecrest Wealth Partners
California
$374K +$3.24K +50 +0.9%
SHGA
1307
Sand Hill Global Advisors
California
$373K – – –
VAMG
1308
Voisard Asset Management Group
Michigan
$372K +$1.23K +19 +0.3%
DI
1309
Diligent Investors
California
$372K +$4.54K +70 +1%
QPWM
1310
Quadrant Private Wealth Management
Pennsylvania
$369K +$454 +7 +0.1%
BCV
1311
Banque Cantonale Vaudoise
Switzerland
$367K -$2.67M -41,260 -88%
PI
1312
PFG Investments
New York
$366K -$107K -1,658 -23%
PWP
1313
Principle Wealth Partners
Connecticut
$365K -$2.81M -43,420 -89%
AA
1314
Advisory Alpha
Michigan
$363K +$1.04K +16 +0.3%
TPCW
1315
TD Private Client Wealth
New York
$363K -$371K -5,726 -51%
CG
1316
CFO4Life Group
Texas
$361K +$69.5K +1,072 +24%
APP
1317
Avantax Planning Partners
Iowa
$361K -$68.4K -1,055 -16%
SAI
1318
Savvy Advisors Inc
New York
$358K +$148K +2,287 +71%
IWA
1319
Icon Wealth Advisors
Texas
$357K +$14.4K +222 +4%
EFG
1320
Everhart Financial Group
Ohio
$356K -$59.6K -919 -14%
PFA
1321
Pure Financial Advisors
California
$355K +$40.3K +622 +13%
AA
1322
Addison Advisors
Vermont
$354K -$324 -5 -0.1%
YC
1323
Yarbrough Capital
Tennessee
$353K – – –
MAM
1324
Milestone Asset Management
Pennsylvania
$353K +$12.2K +189 +4%
NRS
1325
Neville Rodie & Shaw
New York
$353K +$353K +5,450 New
51 52
53
54 55