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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 %
SC
1801
SouthState Corp
Florida
$3.37K – – –
PAG
1802
Paladin Advisory Group
Iowa
$3.37K – – –
CPA
1803
Clear Point Advisors
New York
$3.32K – – –
BHWM
1804
Bay Harbor Wealth Management
Maryland
$3.32K – – –
T
1805
Tidemark
California
$3.31K – – –
PCWA
1806
Pacific Capital Wealth Advisors
California
$3.24K -$13.4K -206 -80%
HFS
1807
HBC Financial Services
Washington
$3K – – –
BSB
1808
Bangor Savings Bank
Maine
$2.98K +$2.98K +46 New
WCM
1809
Westend Capital Management
California
$2.92K – – –
HI
1810
Hoey Investments
Pennsylvania
$2.87K – – –
PS
1811
PayPay Securities
Japan
$2.79K -$1.04K -16 -27%
KC
1812
Knuff & Co
California
$2.77K +$2.77K +43 New
RWM
1813
Ruedi Wealth Management
Illinois
$2.59K -$2.59K -40 -50%
PW
1814
Paladin Wealth
Minnesota
$2.4K +$2.4K +37 New
RIA
1815
Realta Investment Advisors
Delaware
$2.1K -$1.13M -16,638 -100%
DF
1816
DecisionPoint Financial
Arizona
$1.82K – – –
WA
1817
WestEnd Advisors
North Carolina
$1.82K +$194 +3 +12%
BBPWM
1818
Blue Bell Private Wealth Management
Pennsylvania
$1.33K -$16.5K -249 -93%
DFA
1819
DHJJ Financial Advisors
Illinois
$1.31K +$131 +2 +11%
KB
1820
Kimelman & Baird
New York
$1.23K – – –
RS
1821
Rakuten Securities
Japan
$1.17K -$26.2K -404 -96%
CA
1822
Claris Advisors
Missouri
$1.17K +$1.17K +18 New
1IA
1823
1620 Investment Advisors
Massachusetts
$1.12K -$68.6K -1,039 -98%
PS
1824
Planned Solutions
California
$1.09K +$1.09K +17 New
JFG
1825
JDM Financial Group
Texas
$1.04K +$1.04K +16 New
71 72
73
74 75