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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 %
TFIPS
1626
Towarzystwo Funduszy Inwestycyjnych PZU SA
$84.9K – – –
NFA
1627
Northwest Financial Advisors
Virginia
$84.8K +$84.8K +1,309 New
HWA
1628
Heritage Wealth Advisors
Virginia
$84.8K -$18.5K -286 -18%
RAM
1629
Ramirez Asset Management
New York
$84.3K – – –
IAS
1630
IMA Advisory Services
Colorado
$82.7K +$82.7K +1,276 New
ITIM
1631
Indiana Trust & Investment Management
Indiana
$82.6K +$13K +200 +19%
NCM
1632
Northwest Capital Management
Oregon
$81.7K +$324 +5 +0.4%
WAS
1633
Wesleyan Assurance Society
United Kingdom
$81K – – –
OIA
1634
Optimum Investment Advisors
Illinois
$79.5K -$19.4K -300 -20%
CAL
1635
Capital Advisors Ltd
Ohio
$73K -$4.1K -63 -5%
GWP
1636
Gen-Wealth Partners
Michigan
$72.9K +$32.3K +454 +80%
PP
1637
Pacifica Partners
Canada
$71.9K – – –
SIS
1638
Sound Income Strategies
Florida
$69K +$60.1K +928 +682%
RCM
1639
Raleigh Capital Management
North Carolina
$65.4K +$15.9K +246 +32%
WI
1640
Wintrust Investments
Illinois
$62K -$605K -9,473 -91%
FFA
1641
Fairfield Financial Advisors
Massachusetts
$61.6K -$14.5K -223 -19%
WWP
1642
WR Wealth Planners
Missouri
$61.4K -$37.2K -574 -38%
ATS
1643
Ashton Thomas Securities
New York
$60.6K +$60.6K +935 New
C
1644
Covestor
United Kingdom
$60K +$1.61K +25 +3%
VWWMG
1645
Vermillion & White Wealth Management Group
Pennsylvania
$58.9K -$1.1K -17 -2%
CCA
1646
Criterion Capital Advisors
Tennessee
$58.8K – – –
AF
1647
Advisornet Financial
Minnesota
$58.6K +$65 +1 +0.1%
CA
1648
Crewe Advisors
Utah
$55.8K +$3.11K +48 +6%
RWA
1649
Redmont Wealth Advisors
Illinois
$55K -$509K -7,846 -90%
WT
1650
Washington Trust
Rhode Island
$54.5K -$31.2K -482 -36%
64 65
66
67 68