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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 %
SWM
1551
Stockman Wealth Management
Montana
$204K -$972 -15 -0.5%
FCG
1552
Fielder Capital Group
Tennessee
$203K -$2.53K -39 -1%
CPL
1553
CAP Partners LLC
Tennessee
$202K +$6.48K +100 +3%
BCA
1554
Bay Colony Advisors
Massachusetts
$202K -$130 -2 -0.1%
KIM
1555
Kestra Investment Management
Texas
$202K +$202K +3,116 New
BWP
1556
Bernardo Wealth Planning
Pennsylvania
$201K -$216 -3 -0.1%
GSEP
1557
Golden State Equity Partners
California
$201K -$1.01M -15,571 -83%
SCTC
1558
Sanibel Captiva Trust Company
Florida
$201K +$201K +3,095 New
MA
1559
MONECO Advisors
Connecticut
$200K -$23.6K -364 -11%
ORAM
1560
One River Asset Management
Connecticut
$198K +$198K +3,081 New
QL
1561
Quarry LP
New York
$196K +$87.4K +1,348 +81%
BGAI
1562
Bruce G. Allen Investments
Colorado
$195K +$15.8K +244 +9%
QC
1563
Quent Capital
New York
$194K +$8.35K +129 +4%
FHA
1564
First Horizon Advisors
Tennessee
$192K -$50.1K -773 -21%
MAM
1565
Magellan Asset Management
Australia
$189K -$14.2K -219 -7%
CWC
1566
Carolinas Wealth Consulting
North Carolina
$189K +$648 +10 +0.3%
KSWA
1567
Kathleen S. Wright Associates
Pennsylvania
$188K +$6.75K +104 +4%
CCA
1568
Catalyst Capital Advisors
New York
$188K +$188K +2,904 New
HWA
1569
HHM Wealth Advisors
Tennessee
$187K -$972 -15 -0.5%
CCG
1570
Ceeto Capital Group
Florida
$186K +$186K +2,875 New
SA
1571
SRH Advisors
Kansas
$185K – – –
LI
1572
LRI Investments
Florida
$182K +$16.3K +203 +10%
FMP
1573
Financial Management Professionals
Texas
$177K -$28.1K -434 -14%
PB
1574
Pinnacle Bancorp
Nebraska
$177K -$14K -216 -7%
NPP
1575
New Potomac Partners
Maryland
$175K +$175K +2,700 New
61 62
63
64 65