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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 %
OC
1376
Oarsman Capital
Wisconsin
$300K +$52.8K +815 +21%
CA
1377
Claro Advisors
Massachusetts
$299K -$36.3K -560 -11%
MCC
1378
Maiden Cove Capital
Maine
$299K +$299K +4,612 New
GFP
1379
Gryphon Financial Partners
Ohio
$299K -$7.58K -117 -2%
RPCONE
1380
Retirement Planning Company of New England
Rhode Island
$298K +$298K +4,595 New
EWP
1381
Elevation Wealth Partners
California
$296K +$1.04K +16 +0.4%
CFG
1382
CKW Financial Group
Hawaii
$294K – – –
S
1383
SimplyRich
California
$292K – – –
MGWM
1384
Marks Group Wealth Management
Minnesota
$292K -$17.6K -271 -6%
WFI
1385
West Family Investments
California
$292K +$25.1K +387 +9%
CCWM
1386
Cassaday & Co Wealth Management
Virginia
$292K +$37.7K +581 +15%
AFP
1387
Ausdal Financial Partners
Iowa
$292K +$27.3K +421 +10%
ACA
1388
Affinity Capital Advisors
California
$291K – – –
FWCM
1389
Ferguson Wellman Capital Management
Oregon
$290K -$216K -3,330 -43%
CPW
1390
Catalyst Private Wealth
California
$290K – – –
WF
1391
Welch & Forbes
Massachusetts
$289K +$2.33K +36 +0.8%
KA
1392
KLCM Advisors
Wisconsin
$289K – – –
CWA
1393
Clearview Wealth Advisors
Oregon
$288K -$6.48K -100 -2%
FIM
1394
Freedom Investment Management
Connecticut
$288K -$6.42K -99 -2%
DFA
1395
Delta Financial Advisors
Louisiana
$287K – – –
PCG
1396
Prosperity Consulting Group
Maryland
$286K +$286K +4,417 New
SWP
1397
Semus Wealth Partners
Florida
$286K +$44.3K +684 +18%
CWM
1398
Centric Wealth Management
Illinois
$285K +$1.06K +14 +0.4%
LIA
1399
LBMC Investment Advisors
Tennessee
$284K – – –
ST
1400
Smithfield Trust
Pennsylvania
$284K -$49.4K -762 -15%
54 55
56
57 58