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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 %
FGC
1776
Financial Gravity Companies
Texas
$8.43K +$8.43K +130 New
FPF
1777
First Pacific Financial
Washington
$8.1K – – –
CFFP
1778
Center for Financial Planning
Michigan
$7.65K – – –
OPTFSNA
1779
Old Point Trust & Financial Services N A
Virginia
$7.52K – – –
MCI
1780
MRP Capital Investments
Georgia
$7.45K +$7.45K +115 New
HFS
1781
Horizon Financial Services
North Carolina
$7.32K – – –
MWA
1782
Miller Wealth Advisors
Colorado
$7.19K – – –
PCM
1783
Penserra Capital Management
California
$7K -$1.8K -30 -20%
RF
1784
Robbins Farley
New Hampshire
$7K – – –
RWM
1785
Reston Wealth Management
Virginia
$6.48K +$6.48K +100 New
GFPC
1786
Global Financial Private Client
Florida
$6.16K +$5.12K +79 +494%
HGERS
1787
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
ANBT
1788
American National Bank & Trust
Texas
$5.83K – – –
CTWM
1789
Cherry Tree Wealth Management
Minnesota
$5.65K – – –
FDCP
1790
Foster Dykema Cabot & Partners
Massachusetts
$5.38K -$6.16K -95 -53%
GWSA
1791
Global Wealth Strategies & Associates
Colorado
$5.38K +$5.38K +83 New
AW
1792
Avion Wealth
Texas
$5K -$1.67K -30 -25%
DPW
1793
DiNuzzo Private Wealth
Pennsylvania
$4.93K -$65 -1 -1%
GTAM
1794
Global Trust Asset Management
Florida
$4.6K -$6.48K -100 -58%
TFM
1795
TFC Financial Management
Massachusetts
$4.35K -$24.6K -380 -85%
FUBT
1796
First United Bank & Trust
Maryland
$4.21K – – –
WWM
1797
Wolff Wiese Magana
California
$4.04K +$1.7K +26 +72%
JGIA
1798
Jackson Grant Investment Advisers
Connecticut
$4.02K – – –
EBA
1799
Eagle Bay Advisors
New York
$3.89K – – –
FCAS
1800
First Command Advisory Services
Texas
$3.56K +$3.56K +55 New
70 71
72
73 74