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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 %
NP
1051
Nilsine Partners
Colorado
$863K -$233K -3,154 -21%
LWM
1052
Lodestone Wealth Management
Washington
$862K +$2.66K +36 +0.3%
LC
1053
Lindbrook Capital
California
$862K +$50K +675 +6%
DKCM
1054
Davidson Kahn Capital Management
California
$859K +$859K +11,601 New
TNB
1055
Thomasville National Bank
Georgia
$857K +$4.96K +67 +0.6%
WCM
1056
Whitener Capital Management
North Carolina
$853K +$50.3K +680 +6%
RBWA
1057
RFG - Bristol Wealth Advisors
Massachusetts
$852K +$852K +11,513 New
IWC
1058
Integrated Wealth Concepts
Massachusetts
$852K -$28.2K -381 -3%
CTC
1059
Central Trust Company
Missouri
$852K +$73.3K +991 +9%
CA
1060
Cullinan Associates
Kentucky
$851K -$133K -1,800 -14%
NWM
1061
Northcape Wealth Management
New York
$851K – – –
MCCP
1062
Mission Creek Capital Partners
California
$847K -$72.8K -984 -8%
NL
1063
Navalign LLC
California
$846K -$27.7K -374 -3%
WF
1064
WoodTrust Financial
Wisconsin
$845K -$375K -5,060 -31%
LS
1065
Livforsakringsbolaget Skandia
Sweden
$844K -$37K -500 -4%
BWAM
1066
Boyd Watterson Asset Management
Ohio
$843K -$523K -7,072 -38%
DBIA
1067
Dumont & Blake Investment Advisors
New Jersey
$841K -$1.85K -25 -0.2%
USCWA
1068
U.S. Capital Wealth Advisors
Texas
$838K -$193K -2,607 -19%
BC
1069
BIT Capital
Germany
$836K +$836K +11,296 New
IFWM
1070
Institute for Wealth Management
Colorado
$835K -$12.8K -173 -2%
NCM
1071
Novare Capital Management
North Carolina
$832K -$169K -2,286 -17%
PCS
1072
Personal CFO Solutions
New Jersey
$832K +$9.62K +130 +1%
HH
1073
Hilltop Holdings
Texas
$831K -$105K -1,414 -11%
EBT
1074
Enterprise Bank & Trust
Massachusetts
$830K +$91.1K +1,231 +12%
MA
1075
Mutual Advisors
Nebraska
$826K -$42.7K -566 -5%
41 42
43
44 45