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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 %
PWMAG
1101
Pinnacle Wealth Management Advisory Group
New Jersey
$750K -$4.22K -57 -0.6%
MP
1102
Mangrove Partners
Connecticut
$749K +$749K +10,126 New
AT
1103
Avalon Trust
New Mexico
$749K +$8.88K +120 +1%
RBI
1104
Raiffeisen Bank International
Austria
$745K +$745K +10,082 New
CWA
1105
Canvas Wealth Advisors
Kansas
$745K -$100K -1,352 -12%
IPW
1106
Invictus Private Wealth
Colorado
$743K -$1.11K -15 -0.1%
OTL
1107
Oak Thistle LLC
New York
$741K -$877K -11,849 -54%
EDRH
1108
Edmond de Rothschild Holding
Switzerland
$740K – – –
BWM
1109
BigSur Wealth Management
Florida
$740K – – –
MUAMU
1110
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$740K +$740K +10,000 New
BAM
1111
Belpointe Asset Management
Nevada
$739K +$62.4K +958 +9%
CFB
1112
Cullen/Frost Bankers
Texas
$738K -$114K -1,540 -13%
FA
1113
Faithward Advisors
Pennsylvania
$737K -$64.2K -867 -8%
BOS
1114
Bank of Stockton
California
$735K -$29.2K -394 -4%
ATWA
1115
Arbor Trust Wealth Advisors
Michigan
$734K -$285K -3,850 -28%
OC
1116
Opinicus Capital
Florida
$732K -$159K -2,146 -18%
TAM
1117
Titleist Asset Management
Texas
$732K +$88.1K +1,191 +14%
CYG
1118
Clean Yield Group
Vermont
$731K – – –
RA
1119
RFG Advisory
Alabama
$728K +$146K +1,978 +25%
IF
1120
Ironwood Financial
Arizona
$725K -$14.8K -200 -2%
CGL
1121
Clarius Group LLC
Washington
$725K +$3.78K +51 +0.5%
IAS
1122
Insigneo Advisory Services
Florida
$724K -$67.9K -917 -9%
NG
1123
Norden Group
Utah
$722K +$132K +1,782 +22%
IAIM
1124
International Assets Investment Management
Florida
$719K -$65M -880,037 -99%
WP
1125
Westmount Partners
California
$717K -$27.2K -367 -4%
43 44
45
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