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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 %
TCOTS
1351
Trust Company of the South
North Carolina
$324K +$324K +5,005 New
DI
1352
DAGCO Inc
Ohio
$324K -$81K -1,250 -20%
BP
1353
BBR Partners
New York
$324K – – –
MPWT
1354
MassMutual Private Wealth & Trust
Connecticut
$323K -$52K -803 -14%
AWE
1355
Avidian Wealth Enterprises
Texas
$323K +$5.32K +82 +2%
MWM
1356
Modern Wealth Management
Kansas
$322K +$6.48K +100 +2%
VCM
1357
Viewpoint Capital Management
Washington
$322K – – –
SIMG
1358
Sonora Investment Management Group
Arizona
$322K -$26.4K -407 -8%
AWA
1359
Arete Wealth Advisors
Illinois
$321K -$87.5K -1,349 -21%
EWM
1360
Evermay Wealth Management
Virginia
$321K -$13.6K -210 -4%
PBK
1361
Peoples Bank (Kansas)
Kansas
$320K -$19.8K -305 -6%
FIM
1362
FWL Investment Management
Texas
$318K +$52K +803 +20%
VT
1363
Vise Technologies
New York
$317K +$135K +2,082 +74%
ACM
1364
Aljian Capital Management
Nevada
$315K +$315K +4,866 New
CS
1365
Cannell & Spears
New York
$313K +$38.9K +600 +14%
ARC
1366
Advisor Resource Council
Texas
$312K +$312K +4,821 New
ICM
1367
Islay Capital Management
Texas
$310K – – –
BWM
1368
BlackDiamond Wealth Management
New York
$306K +$1.88K +24 +0.6%
HS
1369
Horan Securities
United States
$306K +$3.89K +60 +1%
APA
1370
Astoria Portfolio Advisors
New York
$305K -$1.35K -20 -0.4%
ECM
1371
Exchange Capital Management
Michigan
$304K +$29.4K +454 +11%
FI
1372
FWG Investments
Kentucky
$304K +$38.8K +599 +15%
CFGS
1373
Concourse Financial Group Securities
Alabama
$301K -$26.3K -406 -8%
CCM
1374
Chilton Capital Management
Texas
$301K +$26.8K +414 +10%
IAMOG
1375
Investors Asset Management of Georgia
Georgia
$300K +$14.8K +228 +5%
53 54
55
56 57