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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 %
WC
1526
Waterloo Capital
Texas
$215K -$805K -12,425 -79%
FLII
1527
First Long Island Investors
New York
$214K -$17.4M -268,741 -99%
AFA
1528
AA Financial Advisors
Ohio
$214K -$19.7K -304 -8%
SL
1529
Sentinus LLC
Illinois
$213K -$10.8K -167 -5%
FTIS
1530
First Trust Investment Solutions
Florida
$213K +$17.7K +273 +9%
TA
1531
TrueWealth Advisors
Alabama
$213K +$213K +3,291 New
IC
1532
Iconiq Capital
California
$212K +$212K +3,276 New
SWA
1533
SOA Wealth Advisors
New York
$212K +$194 +3 +0.1%
FFO
1534
Fiduciary Family Office
Florida
$212K -$5.31K -82 -2%
RIP
1535
RAM Investment Partners
Washington
$210K – – –
LTAS
1536
Linden Thomas Advisory Services
North Carolina
$210K +$13K +200 +7%
WCF
1537
West Coast Financial
California
$210K – – –
PIA
1538
Perennial Investment Advisors
California
$209K +$1.3K +20 +0.6%
LHC
1539
Little House Capital
Massachusetts
$209K -$171K -2,637 -45%
FAFN
1540
First Affirmative Financial Network
Colorado
$209K -$13K -200 -6%
SSA
1541
Sierra Summit Advisors
Nevada
$207K +$13K +200 +7%
SIC
1542
Sigma Investment Counselors
Michigan
$207K – – –
CCMT
1543
CMT Capital Markets Trading
Germany
$206K -$37.9K -584 -16%
WP
1544
WealthShield Partners
North Carolina
$206K -$1.53M -23,554 -88%
KWM
1545
Kolinsky Wealth Management
New Jersey
$206K +$259 +4 +0.1%
VCA
1546
Verdence Capital Advisors
Maryland
$206K -$18.3K -283 -8%
BWA
1547
Blodgett Wealth Advisors
California
$205K +$130 +2 +0.1%
FAIM
1548
Financial Advocates Investment Management
Washington
$205K -$30.5K -470 -13%
WPP
1549
Whalerock Point Partners
Rhode Island
$205K – – –
RWA
1550
Redhawk Wealth Advisors
Minnesota
$204K -$1.67M -25,817 -89%
60 61
62
63 64