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Charles Schwab
SCHW

Overview Fund Activity

1,964 hedge funds and large institutions have $112B invested in Charles Schwab in 2024 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 699 increasing their positions, 747 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,964
Holders Change
+130
Holders Change %
+7.09%
% of All Funds
26.14%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.01%
New
267
Increased
699
Reduced
747
Closed
107
Calls
$1.44B
Puts
$2.33B
Net Calls
-$897M
Net Calls Change
-$489M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$912M
2
Coatue Management
Coatue Management
New York
+$334M
3
Millennium Management
Millennium Management
New York
+$318M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$294M
5
Marshall Wace
Marshall Wace
United Kingdom
+$273M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.09B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$495M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$491M
4
Bank of America
Bank of America
North Carolina
-$451M
5
TP
Theleme Partners
United Kingdom
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
651
Chatham Capital Group
Georgia
$3.32M +$7.03K +95 +0.2%
PI
652
Pettee Investors
Connecticut
$3.31M – – –
HA
653
Harfst & Associates
Wyoming
$3.27M -$171K -2,312 -5%
BFA
654
Buttonwood Financial Advisors
Maryland
$3.26M -$34.6K -468 -1%
FG
655
Fiduciary Group
Georgia
$3.25M -$298K -4,026 -8%
PFGIA
656
Patriot Financial Group Insurance Agency
Massachusetts
$3.25M +$18.1K +245 +0.6%
VIA
657
Victrix Investment Advisors
Florida
$3.25M +$3.25M +43,889 New
AIM
658
Achmea Investment Management
Netherlands
$3.24M -$2.04M -27,592 -39%
SWP
659
Stratos Wealth Partners
Ohio
$3.2M -$125K -1,694 -4%
SIA
660
SGL Investment Advisors
Montana
$3.18M +$52.7K +641 +2%
LWA
661
Lantern Wealth Advisors
New York
$3.18M +$9.83K +144 +0.3%
CBT
662
Central Bank & Trust
Kentucky
$3.17M -$1.26K -17 -0%
PHIC
663
Pine Haven Investment Counsel
Massachusetts
$3.13M -$16.8K -227 -0.5%
BRWA
664
B. Riley Wealth Advisors
Florida
$3.12M -$121K -1,630 -4%
1WA
665
180 Wealth Advisors
Washington
$3.12M +$97.3K +1,314 +3%
RSC
666
Red Spruce Capital
Pennsylvania
$3.11M +$209K +2,828 +7%
SWM
667
Sculati Wealth Management
Michigan
$3.1M -$14.2K -192 -0.5%
GIM
668
Goelzer Investment Management
Indiana
$3.1M -$91.6K -1,237 -3%
GCP
669
Gill Capital Partners
Colorado
$3.09M -$229K -3,100 -7%
AT
670
American Trust
Kentucky
$3.09M -$115K -1,559 -4%
MMA
671
Miracle Mile Advisors
California
$3.09M +$1.11M +15,041 +56%
HCA
672
Horan Capital Advisors
Ohio
$3.08M -$28.8K -389 -0.9%
Vontobel Holding
673
Vontobel Holding
Switzerland
$3.07M -$223K -3,007 -7%
LOAMS
674
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.06M +$413K +5,576 +16%
DAS
675
Diversify Advisory Services
Utah
$3.01M -$71.5K -983 -2%
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