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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 %
Loomis, Sayles & Company
1676
Loomis, Sayles & Company
Massachusetts
$36K +$589 +9 +2%
TWC
1677
TD Waterhouse Canada
Ontario, Canada
$35.8K – – –
PFG
1678
Peterson Financial Group
Iowa
$34.8K +$34.8K +537 New
ACM
1679
Aster Capital Management
United Arab Emirates
$33.2K +$33.2K +512 New
WAG
1680
Wiser Advisor Group
Arizona
$33.1K +$65 +1 +0.2%
HBW
1681
Hazlett, Burt & Watson
West Virginia
$33K +$33K +514 New
PCMC
1682
Planning Capital Management Corporation
Pennsylvania
$33K +$33K +509 New
PA
1683
PSI Advisors
Florida
$33K – – –
NSIM
1684
North Star Investment Management
Illinois
$32.4K – – –
FFWM
1685
Future Financial Wealth Management
Ohio
$32.4K +$32.4K +500 New
JSAM
1686
J. Safra Asset Management
New York
$32.3K – – –
FIA
1687
FNY Investment Advisers
New York
$32K +$32K +500 New
YAL
1688
Your Advocates Ltd
Texas
$31.4K – – –
FCM
1689
Fourpath Capital Management
Oklahoma
$31.2K +$31.2K +482 New
KFI
1690
Key Financial Inc
Pennsylvania
$29.9K +$972 +15 +3%
SL
1691
Salomon & Ludwin
Virginia
$29.8K -$18.6K -287 -38%
FPB
1692
First PREMIER Bank
South Dakota
$29K – – –
RWPA
1693
Richard W. Paul & Associates
Michigan
$28.2K – – –
TCM
1694
Tributary Capital Management
Nebraska
$27.9K – – –
MAM
1695
Meeder Asset Management
Ohio
$26.6K +$778 +12 +3%
CFS
1696
CGC Financial Services
Oregon
$25.9K – – –
JIP
1697
Jaffetilchin Investment Partners
Florida
$25.8K +$25.8K +399 New
FFA
1698
Frazier Financial Advisors
Ohio
$25.7K -$2.79K -43 -10%
CMA
1699
Cedar Mountain Advisors
Oregon
$25.6K +$65 +1 +0.3%
ACA
1700
American Capital Advisory
Idaho
$25.6K – – –
66 67
68
69 70