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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 %
SVCP
1751
Silicon Valley Capital Partners
California
$12.8K +$65 +1 +0.5%
GG
1752
Gleason Group
Kentucky
$12.4K +$65 +1 +0.5%
FCT
1753
First Community Trust
Iowa
$12.2K – – –
TCM
1754
Tradewinds Capital Management
Washington
$12K +$65 +1 +0.5%
FG
1755
Fairman Group
Pennsylvania
$11.9K – – –
CBT
1756
CoreFirst Bank & Trust
Kansas
$11.8K +$11.8K +182 New
CIR
1757
Clear Investment Research
Georgia
$11.7K – – –
EFP
1758
EnRich Financial Partners
Wisconsin
$11.3K – – –
CIAS
1759
CBIZ Investment Advisory Services
Ohio
$11.1K -$65 -1 -0.6%
ATC
1760
Adirondack Trust Company
New York
$10.7K – – –
WAS
1761
Winch Advisory Services
Wisconsin
$10.5K – – –
TIM
1762
Tortoise Investment Management
New York
$10.2K -$1.62K -25 -14%
PP
1763
PrairieView Partners
Minnesota
$10K – – –
HC
1764
Hoese & Co
Minnesota
$9.85K – – –
CWM
1765
CarsonAllaria Wealth Management
Illinois
$9.79K +$9.79K +151 New
MIA
1766
MeadowBrook Investment Advisors
Michigan
$9.72K +$6.48K +100 +200%
RFG
1767
REAP Financial Group
Texas
$9.72K +$9.72K +150 New
GCM
1768
Gables Capital Management
Florida
$9.66K – – –
RTL
1769
Red Tortoise LLC
Georgia
$9.59K – – –
CCMI
1770
Creative Capital Management Investments
California
$9.4K – – –
SN
1771
Sittner & Nelson
Oregon
$9.2K – – –
NECFA
1772
New England Capital Financial Advisors
Connecticut
$9.17K – – –
GGI
1773
Godsey & Gibb Inc
Virginia
$9.01K +$9.01K +139 New
SIS
1774
Strategic Investment Solutions
Illinois
$8.86K +$6.73K +104 +315%
ME
1775
McIlrath & Eck
Washington
$8.5K – – –
69 70
71
72 73