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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 %
Edgewood Management
1501
Edgewood Management
Connecticut
$227K – – –
WCM
1502
Wisconsin Capital Management
Wisconsin
$227K – – –
LCM
1503
LCM Capital Management
Illinois
$226K +$1.62K +25 +0.7%
W
1504
WorthPointe
California
$225K +$225K +3,465 New
CFS
1505
CRA Financial Services
New Jersey
$224K +$12.3K +190 +6%
JHCP
1506
Jackson Hole Capital Partners
Oklahoma
$223K – – –
CCG
1507
Cypress Capital Group
Florida
$222K +$4.8K +74 +2%
PA
1508
Procyon Advisors
Connecticut
$222K +$11.4K +176 +5%
ODG
1509
O'Dell Group
Ohio
$221K +$130 +2 +0.1%
CP
1510
Castleview Partners
Texas
$219K +$32.7K +504 +17%
SFG
1511
SNS Financial Group
Minnesota
$219K -$1.88K -29 -0.9%
WJWM
1512
Williams Jones Wealth Management
New York
$219K -$17.3K -267 -7%
JWCA
1513
J.W. Cole Advisors
Florida
$218K -$36.4K -561 -14%
SWM
1514
Seed Wealth Management
Illinois
$218K – – –
BAM
1515
BOS Asset Management
Illinois
$218K +$8.56K +132 +4%
LPT
1516
Legacy Private Trust
Wisconsin
$217K -$2.79K -43 -1%
CT
1517
Chicago Trust
Illinois
$217K +$20.7K +320 +11%
CFA
1518
CWS Financial Advisors
Michigan
$217K – – –
CCFM
1519
Clear Creek Financial Management
Washington
$217K +$4.73K +73 +2%
HWP
1520
Highline Wealth Partners
California
$216K +$24.6K +379 +13%
WHG
1521
Westwood Holdings Group
Texas
$216K -$86.7M -1,337,490 -100%
CCA
1522
Childress Capital Advisors
Texas
$215K -$13.2K -204 -6%
RDWM
1523
Red Door Wealth Management
Tennessee
$215K +$16.2K +250 +8%
CC
1524
Corton Capital
Ontario, Canada
$215K +$215K +3,324 New
OWA
1525
Opal Wealth Advisors
New York
$215K -$4.54K -70 -2%
59 60
61
62 63