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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 %
TAM
801
Tealwood Asset Management
Minnesota
$1.89M -$15.8K -214 -0.8%
GI
802
GAMCO Investors
Connecticut
$1.89M -$85.1K -1,150 -4%
FPWM
803
FSB Premier Wealth Management
Iowa
$1.88M +$72.5K +980 +4%
S
804
SignatureFD
Georgia
$1.88M +$109K +1,474 +6%
BFG
805
Bleakley Financial Group
New Jersey
$1.88M +$16.9K +228 +0.9%
VSQM
806
V-Square Quantitative Management
Illinois
$1.87M +$120K +1,618 +7%
HCM
807
Hodges Capital Management
Texas
$1.87M -$242K -3,269 -11%
SAM
808
Secure Asset Management
Michigan
$1.86M +$170K +2,298 +10%
JWA
809
JFS Wealth Advisors
Pennsylvania
$1.85M -$740 -10 -0%
SWMG
810
Signature Wealth Management Group
Georgia
$1.85M +$49.3K +666 +3%
MNBTD
811
Moody National Bank Trust Division
Texas
$1.85M -$92K -1,243 -5%
TYCC
812
Texas Yale Capital Corp
Florida
$1.84M +$303K +4,090 +20%
AGWCA
813
Annis Gardner Whiting Capital Advisors
Florida
$1.81M +$5.63K +76 +0.3%
GP
814
Greenline Partners
New York
$1.8M – – –
EWM
815
EPG Wealth Management
Georgia
$1.8M -$94.9K -1,282 -5%
GBA
816
Garrison Bradford & Associates
New York
$1.8M -$24.9K -336 -1%
BJL
817
Brighton Jones LLC
Washington
$1.79M +$1.42M +19,195 +380%
PA
818
Pinnacle Associates
New York
$1.79M -$5.06M -68,356 -74%
PVI
819
Pine Valley Investments
New Jersey
$1.78M +$52.5K +710 +3%
BCWM
820
Bartlett & Co Wealth Management
Ohio
$1.78M -$58.7K -793 -3%
CPIG
821
Chicago Partners Investment Group
Illinois
$1.78M -$235K -3,220 -12%
WGC
822
Watts Gwilliam & Co
Arizona
$1.76M -$189K -2,618 -10%
CIC
823
Cornercap Investment Counsel
Georgia
$1.76M +$1.76M +23,724 New
1SB
824
1ST Source Bank
Indiana
$1.75M -$9.4K -127 -0.5%
VIM
825
VELA Investment Management
Ohio
$1.75M -$1.85K -25 -0.1%
31 32
33
34 35