SCHW icon

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 %
BFG
1451
Berger Financial Group
Minnesota
$257K +$1.23K +19 +0.5%
ASG
1452
Ariston Services Group
California
$257K -$128K -1,981 -33%
KA
1453
Klingman & Associates
New York
$257K -$4.8K -74 -2%
VST
1454
Van Strum & Towne
California
$256K – – –
BAM
1455
Boyar Asset Management
New York
$256K – – –
NRW
1456
Nova R Wealth
Kansas
$255K -$62.5K -964 -20%
FBFS
1457
First Business Financial Services
Wisconsin
$255K -$67.7K -1,045 -21%
OL
1458
OneFund LLC
Florida
$254K +$2.2K +34 +0.9%
RBC
1459
Romano Brothers & Co
Illinois
$254K -$6.48K -100 -2%
NCM
1460
Noesis Capital Mangement
Florida
$253K -$55.4K -855 -18%
KFC
1461
Klingenstein Fields & Co
New York
$252K – – –
OCG
1462
Opus Capital Group
Ohio
$252K +$8.23K +127 +3%
OQS
1463
Occudo Quantitative Strategies
Florida
$251K +$251K +3,878 New
CCG
1464
Catalina Capital Group
California
$251K +$31.6K +488 +14%
SBF
1465
Sara-Bay Financial
Florida
$250K – – –
NSB
1466
Norway Savings Bank
Maine
$249K -$20.1K -310 -7%
AIFAIM
1467
American Institute for Advanced Investment Management
Arizona
$248K – – –
AWM
1468
Accurate Wealth Management
Florida
$245K +$10.6K +147 +5%
WW
1469
Westshore Wealth
California
$245K -$5.25K -81 -2%
PWS
1470
Peterson Wealth Services
Utah
$244K +$244K +3,771 New
TCA
1471
Transcend Capital Advisors
New Jersey
$243K -$79.6K -1,228 -25%
TF
1472
Tompkins Financial
New York
$243K -$38.9K -600 -14%
PF
1473
Prosperitas Financial
California
$243K +$21.8K +337 +10%
TWM
1474
Thrive Wealth Management
Pennsylvania
$243K +$1.1K +17 +0.5%
OL
1475
Optas LLC
Texas
$243K -$30.5K -471 -11%
57 58
59
60 61