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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 %
PG
1026
Proffitt & Goodson
Tennessee
$948K -$2.15K -29 -0.2%
KIA
1027
Knollwood Investment Advisory
Maryland
$948K – – –
GIP
1028
Granite Investment Partners
California
$947K – – –
KWM
1029
Kingsview Wealth Management
Oregon
$946K +$447K +6,039 +90%
PIA
1030
Panoramic Investment Advisors
Colorado
$935K +$27K +365 +3%
KCM
1031
Kanawha Capital Management
Virginia
$934K +$934K +12,623 New
UBG
1032
United Bank (Georgia)
Georgia
$933K +$92.8K +1,254 +11%
SAM
1033
Summit Asset Management
Tennessee
$933K – – –
WFA
1034
West Financial Advisors
Iowa
$933K – – –
HA
1035
Herold Advisors
New York
$932K +$10.2K +138 +1%
UPS
1036
UHLMANN PRICE SECURITIES
Illinois
$931K +$2.59K +35 +0.3%
SP
1037
Stablepoint Partners
Massachusetts
$924K +$10.4K +141 +1%
CFP
1038
Catalyst Financial Partners
Massachusetts
$908K +$5.18K +70 +0.6%
HHRDM
1039
H&H Retirement Design & Management
Nevada
$904K -$80.4K -999 -8%
GSEP
1040
Golden State Equity Partners
California
$903K +$674K +9,108 +294%
VT
1041
Vise Technologies
New York
$899K +$537K +7,261 +149%
GS
1042
GTS Securities
New York
$895K -$1.21M -16,308 -57%
BWP
1043
Burling Wealth Partners
Illinois
$894K +$894K +12,080 New
FC
1044
Fusion Capital
South Carolina
$894K +$2.74K +37 +0.3%
LAM
1045
Lummis Asset Management
Texas
$886K – – –
OIM
1046
Oder Investment Management
California
$886K -$2.74K -37 -0.3%
AWA
1047
Arkadios Wealth Advisors
Georgia
$878K +$81.3K +1,099 +10%
SCM
1048
Stevens Capital Management
Pennsylvania
$877K +$877K +11,844 New
LIM
1049
Leavell Investment Management
Alabama
$875K -$15K -203 -2%
SWM
1050
SeaCrest Wealth Management
New York
$870K -$132K -1,788 -13%
40 41
42
43 44