SCHW icon

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 %
RP
1976
Rowlandmiller & Partners
Georgia
– -$135K -1,835 Closed
GC
1977
Garde Capital
Washington
– -$132K -1,788 Closed
CJ
1978
Caitlin John
Michigan
– -$67.1K -910 Closed
TFF
1979
The Family Firm
Maryland
– -$65.4K -887 Closed
WR
1980
WD Rutherford
Oregon
– -$42.7K -580 Closed
TSWM
1981
Tyler-Stone Wealth Management
Ohio
– -$37.8K -514 Closed
LJHT
1982
Laurie J. Hall Trustee
– -$37K -500 Closed
MS
1983
Mizuho Securities
Japan
– -$29.5K -400 Closed
KFS
1984
Kelly Financial Services
Massachusetts
– -$26.5K -360 Closed
TWD
1985
True Wealth Design
Ohio
– -$21.3K -289 Closed
PIS
1986
POM Investment Strategies
North Carolina
– -$15K -203 Closed
WIA
1987
Wetzel Investment Advisors
Indiana
– -$11.8K -163 Closed
PGAM
1988
Princeton Global Asset Management
New Jersey
– -$11.8K -161 Closed
SC
1989
Stephens Consulting
Michigan
– -$9.29K -126 Closed
IA
1990
Icon Advisers
Colorado
– -$8.84K -120 Closed
TWP
1991
Triad Wealth Partners
Kansas
– -$7.59K -103 Closed
RFG
1992
RFP Financial Group
Georgia
– -$6.93K -94 Closed
AAG
1993
Armstrong Advisory Group
Massachusetts
– -$6.71K -91 Closed
CAM
1994
Creekmur Asset Management
Illinois
– -$6.04K -82 Closed
FW
1995
Fairway Wealth
Ohio
– -$5.38K -73 Closed
AWM
1996
Activest Wealth Management
Florida
– -$5.2K -71 Closed
NFSG
1997
Newbridge Financial Services Group
Florida
– -$3.69K -50 Closed
AFWM
1998
Abich Financial Wealth Management
Virginia
– -$3.39K -46 Closed
CP
1999
Camelot Portfolios
Ohio
– -$2.21K -30 Closed
SFCL
2000
Strengthening Families & Communities LLC
Massachusetts
– -$2K -24 Closed
77 78 79
80
81