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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 %
OPWM
1426
Oxinas Partners Wealth Management
Indiana
$272K -$55.5K -856 -17%
PWM
1427
Purus Wealth Management
California
$271K +$454 +7 +0.2%
SIM
1428
Studio Investment Management
Illinois
$271K +$12.6K +195 +5%
A
1429
AlphaQuest
New York
$270K +$270K +4,161 New
WA
1430
Waddell & Associates
Tennessee
$268K +$2.14K +33 +0.8%
QWP
1431
Quotient Wealth Partners
Texas
$268K -$52.2K -806 -16%
DWA
1432
Douglass Winthrop Advisors
New York
$266K – – –
TAM
1433
Trillium Asset Management
Massachusetts
$266K -$26.9K -414 -9%
BMC
1434
Benin Management Corp
Connecticut
$266K -$14.4K -222 -5%
CPA
1435
Court Place Advisors
Maryland
$266K -$13K -200 -5%
CA
1436
Calton & Associates
Florida
$265K +$39.2K +605 +17%
BWM
1437
Baron Wealth Management
Michigan
$264K -$35K -540 -12%
TF
1438
Trek Financial
Arizona
$263K +$263K +4,062 New
EL
1439
Essex LLC
Illinois
$262K -$24K -370 -8%
SWM
1440
SFG Wealth Management
Maryland
$262K – – –
MPM
1441
MBB Public Markets
Illinois
$262K -$6.66M -102,716 -96%
LFAS
1442
Level Four Advisory Services
Texas
$262K +$2.98K +42 +1%
EWA
1443
Exencial Wealth Advisors
Oklahoma
$261K -$109K -1,688 -30%
SFP
1444
Sweet Financial Partners
Minnesota
$261K -$9.4K -145 -3%
LTI
1445
Laffer Tengler Investments
Tennessee
$261K – – –
SMH
1446
Sanders Morris Harris
Texas
$259K – – –
AA
1447
Alta Advisers
United Kingdom
$259K – – –
FCH
1448
Freestone Capital Holdings
Washington
$257K +$37.3K +575 +17%
SVWAG
1449
Sound View Wealth Advisors Group
Georgia
$257K -$39K -601 -13%
SFA
1450
Souders Financial Advisors
Ohio
$257K -$9.98K -154 -4%
56 57
58
59 60