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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 %
WTA
1701
Washington Trust Advisors
Massachusetts
$25.1K +$9.66K +149 +63%
CPA
1702
Capital Performance Advisors
California
$24.8K +$24.8K +383 New
MTIC
1703
Missouri Trust & Investment Company
Missouri
$24.5K – – –
BL
1704
BFSG LLC
California
$24.2K +$16.5K +255 +216%
SC
1705
Steph & Co
Wisconsin
$23.5K +$13.2K +204 +128%
CSC
1706
Caldwell Sutter Capital
California
$22.9K – – –
MSG
1707
Main Street Group
Virginia
$22.8K – – –
CTB
1708
Country Trust Bank
Illinois
$22.7K – – –
BMC
1709
Bear Mountain Capital
Washington
$22.7K – – –
WOC
1710
West Oak Capital
California
$22.4K +$2.34K +3,607 +12%
VCM
1711
Versant Capital Management
Arizona
$22.3K -$13.7K -211 -38%
BCMLT
1712
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.9K +$4.99K +77 +30%
PWMG
1713
Private Wealth Management Group
New Jersey
$21.5K -$130 -2 -0.6%
GWSG
1714
GPS Wealth Strategies Group
Colorado
$20.7K -$130 -2 -0.6%
IRC
1715
Investors Research Corp
Georgia
$20.7K – – –
S
1716
Sachetta
Massachusetts
$20.3K -$4.22K -65 -17%
BGA
1717
Battery Global Advisors
Massachusetts
$19.3K +$19.3K +297 New
FAM
1718
Flaharty Asset Management
Florida
$19K +$19K +293 New
BHWM
1719
Beaird Harris Wealth Management
Texas
$18.9K – – –
AWM
1720
Abound Wealth Management
Tennessee
$18.9K +$2.2K +34 +13%
BAM
1721
Bellevue Asset Management
Washington
$18.9K +$65 +1 +0.3%
VWA
1722
Valued Wealth Advisors
Utah
$18.6K -$1.94K -30 -9%
MWM
1723
Mascoma Wealth Management
New Hampshire
$18.3K – – –
TCA
1724
Trifecta Capital Advisors
Illinois
$18.3K – – –
AEPWM
1725
Atlantic Edge Private Wealth Management
Florida
$18K – – –
67 68
69
70 71