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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 %
DJSG
1126
D.J. St. Germain
Massachusetts
$712K +$32.3K +436 +5%
WAP
1127
Wealthcare Advisory Partners
Pennsylvania
$710K -$33.9K -458 -5%
UCB
1128
United Community Bank
South Carolina
$709K -$20K -270 -3%
NBT
1129
Northwest Bank & Trust
Iowa
$708K -$4.97K -60 -0.7%
NB
1130
NBT Bank
New York
$706K -$4.59K -62 -0.6%
MW
1131
Marcum Wealth
Ohio
$703K -$15.2K -206 -2%
DWM
1132
Drive Wealth Management
Utah
$703K -$25.6K -346 -4%
RPGK
1133
Retirement Planning Group (Kansas)
Kansas
$703K +$14.1K +191 +2%
RCG
1134
Regatta Capital Group
California
$701K -$9.1K -123 -1%
KSB
1135
Kennebec Savings Bank
Maine
$701K -$21.8K -300 -3%
KPWS
1136
Kestra Private Wealth Services
Texas
$697K +$50.3K +680 +8%
WCA
1137
Westover Capital Advisors
Delaware
$697K -$648K -8,750 -48%
V
1138
ViaWealth
Kansas
$694K -$49.2K -665 -7%
CM
1139
Castleark Management
Illinois
$693K – – –
CA
1140
Crumly & Associates
Illinois
$691K -$6.88K -93 -1%
CI
1141
CX Institutional
Indiana
$688K +$14.7K +198 +2%
KA
1142
Keene & Associates
Texas
$688K -$1.85K -25 -0.3%
OPWM
1143
Oregon Pacific Wealth Management
Oregon
$688K +$688K +9,295 New
GL
1144
Graypoint LLC
New York
$687K +$33.4K +451 +5%
OCM
1145
One Capital Management
California
$684K – – –
BBHC
1146
Brown Brothers Harriman & Co
New York
$684K +$95.3K +1,287 +16%
BTI
1147
Blue Trust Inc
Georgia
$681K -$763K -10,312 -53%
CIM
1148
Chapman Investment Management
California
$679K -$974K -13,154 -59%
CGFA
1149
Colton Groome Financial Advisors
North Carolina
$676K -$81.3K -1,098 -11%
LAM
1150
Lountzis Asset Management
Pennsylvania
$675K -$9.84K -133 -1%
44 45
46
47 48