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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 %
MHR
1326
Matthew Hamilton Rosenberg
$352K +$6.22K +96 +2%
WIM
1327
WealthPlan Investment Management
Nebraska
$351K +$351K +5,413 New
OW
1328
Olistico Wealth
Oklahoma
$349K -$138K -2,131 -28%
AWAP
1329
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$347K +$9.2K +142 +3%
GWM
1330
Gray Wealth Management
Maine
$346K – – –
CB
1331
CNB Bank
Pennsylvania
$346K – – –
ECG
1332
Edge Capital Group
Georgia
$345K -$238K -3,673 -41%
IFU
1333
iSAM Funds (UK)
United Kingdom
$344K +$344K +5,314 New
BHBT
1334
Burke & Herbert Bank & Trust
Virginia
$343K – – –
OIM
1335
Orca Investment Management
Oregon
$342K -$36.9K -569 -10%
HCP
1336
Hexagon Capital Partners
Arkansas
$342K -$259 -4 -0.1%
RZH
1337
Relyea Zuckerberg Hanson
Connecticut
$341K -$6.68K -103 -2%
EW
1338
Enzi Wealth
Texas
$339K – – –
PWPS
1339
Pinnacle Wealth Planning Services
Ohio
$339K -$4.8K -74 -1%
BFO
1340
Biltmore Family Office
North Carolina
$338K +$160K +2,471 +90%
VCM
1341
Virtue Capital Management
Tennessee
$335K +$1.69K +26 +0.5%
TCM
1342
Twin Capital Management
Pennsylvania
$335K -$8.88K -137 -3%
JIR
1343
James Investment Research
Ohio
$334K – – –
SIG
1344
Sky Investment Group
Connecticut
$333K +$3.89K +60 +1%
OWP
1345
Obermeyer Wealth Partners
Colorado
$331K – – –
RWA
1346
River Wealth Advisors
Pennsylvania
$331K -$1.88K -29 -0.6%
LPAM
1347
Lodestar Private Asset Management
California
$331K +$130 +2 +0%
KP
1348
Keel Point
Alabama
$328K -$13.8K -213 -4%
PTC
1349
Private Trust Company
Ohio
$328K -$43.1K -665 -12%
BJL
1350
Brighton Jones LLC
Washington
$327K +$389 +6 +0.1%
52 53
54
55 56