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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 %
RA
1651
Rise Advisors
New York
$53.2K +$195 +3 +0.4%
HCM
1652
Hollencrest Capital Management
California
$52.5K -$80.9K -1,248 -61%
Kayne Anderson Rudnick Investment Management
1653
Kayne Anderson Rudnick Investment Management
California
$52.3K -$12.3M -189,964 -100%
MMG
1654
Monetary Management Group
Missouri
$51.8K -$19.4K -300 -27%
HFS
1655
Hantz Financial Services
Michigan
$51K -$5.84K -90 -10%
PPA
1656
Painted Porch Advisors
California
$50.2K – – –
FFA
1657
Founders Financial Alliance
North Carolina
$46.8K – – –
IWP
1658
IAG Wealth Partners
Wisconsin
$45.7K -$8.94K -138 -16%
FMB
1659
Field & Main Bank
Kentucky
$45.4K – – –
HGA
1660
Hobbs Group Advisors
South Carolina
$45.1K -$326K -5,025 -88%
BAM
1661
Byrne Asset Management
New Jersey
$43.2K -$5.51K -85 -11%
ZB
1662
Zions Bancorporation
Utah
$42.9K -$8.49K -131 -17%
KHC
1663
Koesten Hirschmann & Crabtree
Kansas
$42.7K -$6.87K -106 -14%
WPA
1664
West Paces Advisors
Georgia
$42.5K -$18.5K -285 -30%
OWP
1665
ORG Wealth Partners
Texas
$41.3K +$41.3K +637 New
SRCM
1666
Signature Resources Capital Management
California
$41.2K – – –
AF
1667
Arrow Financial
New York
$40.5K – – –
GJIA
1668
Glass Jacobson Investment Advisors
Maryland
$39.9K +$65 +1 +0.2%
CAM
1669
Costello Asset Management
Pennsylvania
$39.5K – – –
VWM
1670
Venturi Wealth Management
Texas
$39.3K -$565K -8,710 -93%
PWM
1671
Partnership Wealth Management
Maryland
$38.9K -$3.24K -50 -8%
GC
1672
Gould Capital
Washington
$38.9K – – –
CFO
1673
CVA Family Office
Colorado
$38.7K -$1.56K -24 -4%
CWA
1674
Carolina Wealth Advisors
South Carolina
$36.6K – – –
FFO
1675
Fortitude Family Office
Arizona
$36.2K +$11K +169 +43%
65 66
67
68 69