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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 %
SCA
676
Stonebridge Capital Advisors
Minnesota
$3M -$201K -2,717 -6%
CRM
677
Cramer Rosenthal McGlynn
Connecticut
$3M -$602K -8,130 -17%
SM
678
Sciencast Management
New Jersey
$2.98M +$297K +4,013 +11%
ADIM
679
Alpha DNA Investment Management
Maryland
$2.98M +$1.62M +21,906 +119%
WA
680
Waverly Advisors
Alabama
$2.97M +$180K +2,433 +6%
AWM
681
AE Wealth Management
Kansas
$2.97M -$970K -13,112 -25%
DWM
682
Dakota Wealth Management
Florida
$2.96M -$63.5K -858 -2%
EBWM
683
Eagle Bluffs Wealth Management
Missouri
$2.95M +$78.3K +1,058 +3%
LW
684
Linscomb Wealth
Texas
$2.92M +$102K +1,383 +4%
HAG
685
HighPoint Advisor Group
Illinois
$2.86M -$185K -2,224 -6%
VFA
686
Valeo Financial Advisors
Indiana
$2.85M +$22.4K +303 +0.8%
EWA
687
EP Wealth Advisors
California
$2.85M +$880K +11,888 +45%
HAG
688
HF Advisory Group
Maryland
$2.8M +$36.4K +492 +1%
UCFA
689
United Capital Financial Advisors
Texas
$2.8M -$39.1K -528 -1%
MSK
690
Melissa S. Kampmann
$2.8M -$332K -4,480 -11%
DW30
691
Drucker Wealth 3.0
New Jersey
$2.78M -$192K -2,592 -6%
GC
692
GFG Capital
Florida
$2.78M -$59.9K -809 -2%
CIA
693
Cascade Investment Advisors
Oregon
$2.77M +$8.14K +110 +0.3%
NCM
694
Nelson Capital Management
California
$2.77M -$11K -149 -0.4%
TG
695
TCW Group
California
$2.76M -$981K -13,253 -26%
MS
696
Maven Securities
Jersey
$2.75M +$1.25M +16,840 +83%
CI Investments Inc
697
CI Investments Inc
Ontario, Canada
$2.73M -$3.23M -43,593 -54%
DLCIG
698
D.L. Carlson Investment Group
New Hampshire
$2.69M -$14.1K -191 -0.5%
MSR
699
Main Street Research
Connecticut
$2.68M -$28.4K -384 -1%
CIA
700
Choate Investment Advisors
Massachusetts
$2.67M -$114K -1,544 -4%
26 27
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