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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
$1.83B
2
Artisan Partners
Artisan Partners
Wisconsin
$1.18B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.26B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.13B
5
Dodge & Cox
Dodge & Cox
California
$5.81B

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$12B
2
DZ Bank
DZ Bank
Germany
$197M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$189M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$36.9M
5
Millennium Management
Millennium Management
New York
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCFG
1951
New Century Financial Group
New Jersey
– -$225K -3,048 Closed
NRC
1952
New Republic Capital
North Carolina
– -$223K -3,024 Closed
AO
1953
Advisor OS
Illinois
– -$222K -3,011 Closed
SDJVC
1954
St. Denis J. Villere & Co
Louisiana
– -$221K -3,000 Closed
MSAM
1955
Moloney Securities Asset Management
Missouri
– -$221K -2,998 Closed
PA
1956
PFG Advisors
Arizona
– -$220K -2,991 Closed
BAM
1957
Brave Asset Management
New Jersey
– -$220K -2,988 Closed
CWS
1958
Confluence Wealth Services
Pennsylvania
– -$220K -2,982 Closed
SCM
1959
Steele Capital Management
Iowa
– -$217K -2,939 Closed
GCP
1960
GSA Capital Partners
United Kingdom
– -$216K -2,936 Closed
TBWA
1961
Three Bridge Wealth Advisors
California
– -$215K -2,919 Closed
TW
1962
TritonPoint Wealth
Maryland
– -$214K -2,908 Closed
BA
1963
Bluesphere Advisors
Pennsylvania
– -$214K -2,900 Closed
PPWM
1964
Paragon Private Wealth Management
Kentucky
– -$213K -2,897 Closed
EA
1965
Everpar Advisors
Oklahoma
– -$213K -2,897 Closed
SMWM
1966
Silvia McColl Wealth Management
California
– -$213K -2,887 Closed
KCM
1967
Kathmere Capital Management
Pennsylvania
– -$209K -2,842 Closed
CFO
1968
Collective Family Office
Pennsylvania
– -$208K -2,826 Closed
AWM
1969
Angeles Wealth Management
California
– -$207K -2,814 Closed
WA1
1970
Wimmer Associates 1
California
– -$207K -2,804 Closed
SW
1971
SMART Wealth
Nebraska
– -$206K -2,802 Closed
EFG
1972
Ethos Financial Group
Pennsylvania
– -$204K -2,765 Closed
BC
1973
Belmont Capital
California
– -$152K -2,066 Closed
LIA
1974
Lynx Investment Advisory
District of Columbia
– -$146K -1,987 Closed
SP
1975
SWS Partners
Ohio
– -$139K -1,883 Closed
77 78
79
80 81