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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 %
I
1476
InceptionR
California
$242K +$242K +3,737 New
BMMM
1477
Boston Mountain Money Management
Arkansas
$239K -$1.23K -19 -0.5%
QFA
1478
Quantum Financial Advisors
California
$239K -$130 -2 -0.1%
FCMT
1479
Founders Capital Management (Texas)
Texas
$239K – – –
AIP
1480
Almanack Investment Partners
Pennsylvania
$238K +$389 +6 +0.2%
MFGM
1481
Marshall Financial Group (Maryland)
Maryland
$237K -$5.06K -78 -2%
CHP
1482
Cable Hill Partners
Oregon
$237K -$3.89K -60 -2%
PSC
1483
Portman Square Capital
United Kingdom
$237K +$237K +3,663 New
CK
1484
Cohen Klingenstein
New York
$237K – – –
T
1485
TOBAM
France
$237K +$35.4K +545 +18%
QP
1486
Quilter Plc
United Kingdom
$235K +$235K +3,626 New
ACIM
1487
Azimuth Capital Investment Management
Michigan
$235K – – –
HWP
1488
Hibernia Wealth Partners
Louisiana
$234K -$6.55K -101 -3%
FRA
1489
Front Row Advisors
California
$234K -$12.7K -196 -5%
SFA
1490
Source Financial Advisors
New York
$234K +$1.3K +20 +0.6%
CMAI
1491
Capital Management Associates Inc
Minnesota
$234K +$778 +12 +0.3%
SW
1492
Simplicity Wealth
New Jersey
$234K -$1.74M -26,824 -88%
USWIA
1493
UP Strategic Wealth Investment Advisors
Pennsylvania
$234K +$26.3K +406 +13%
CWP
1494
Cyndeo Wealth Partners
Florida
$233K +$22.2K +342 +11%
PCS
1495
Private Client Services
Kentucky
$233K +$194 +3 +0.1%
SCI
1496
Silver Coast Investments
United States
$231K -$42.6K -657 -16%
HTIM
1497
Harbour Trust & Investment Management
Indiana
$231K -$130 -2 -0.1%
SCP
1498
Sivia Capital Partners
California
$231K -$21.3K -329 -8%
LWM
1499
LongView Wealth Management
Georgia
$229K -$25.4K -392 -10%
KWS
1500
Keystone Wealth Services
California
$227K +$4.41K +68 +2%
58 59
60
61 62