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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 %
EWS
1401
Eagle Wealth Strategies
New Jersey
$284K +$284K +4,375 New
DP
1402
Denver PWM
Colorado
$283K -$17.2K -265 -6%
LFA
1403
Legacy Financial Advisors
Kentucky
$282K +$41K +632 +17%
CCM
1404
CAAS Capital Management
New York
$282K +$282K +4,357 New
TA
1405
TFG Advisers
Michigan
$282K +$8.62K +133 +3%
AF
1406
Aviso Financial
Ontario, Canada
$281K -$9.07K -140 -3%
C1AG
1407
Client 1st Advisory Group
Florida
$280K -$26.5K -409 -9%
BFM
1408
Boston Financial Management
Massachusetts
$280K -$1.56K -24 -0.6%
SPWM
1409
Schrum Private Wealth Management
Florida
$279K +$279K +4,312 New
LNB
1410
Ledyard National Bank
$279K -$389 -6 -0.1%
CC
1411
Callan Capital
California
$278K -$82.1K -1,267 -23%
WG
1412
Welch Group
Alabama
$278K +$713 +11 +0.3%
WPWM
1413
Western Pacific Wealth Management
Illinois
$278K – – –
JSW
1414
Journey Strategic Wealth
New Jersey
$278K +$24.8K +382 +10%
AF
1415
Apexium Financial
Texas
$277K -$17K -263 -6%
KA
1416
Kovack Advisors
Florida
$277K +$25K +386 +10%
FB
1417
Fulton Bank
Pennsylvania
$276K -$272K -4,201 -50%
WB
1418
WesBanco Bank
West Virginia
$276K -$4.15K -64 -1%
NWWA
1419
New Wave Wealth Advisors
Arkansas
$276K +$2.66K +41 +1%
HOWA
1420
Heritage Oak Wealth Advisors
Florida
$276K +$276K +4,251 New
AWM
1421
Aberdeen Wealth Management
Illinois
$275K +$27.6K +426 +11%
FFA
1422
Fi3 Financial Advisors
Indiana
$275K +$89K +1,374 +48%
OHWP
1423
Oak Harbor Wealth Partners
North Carolina
$275K +$194 +3 +0.1%
CCI
1424
Credit Capital Investments
New Jersey
$272K +$272K +4,200 New
FA
1425
Fiduciary Alliance
South Carolina
$272K -$6.74K -104 -2%
55 56
57
58 59