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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 %
BIG
1151
Brooklyn Investment Group
New York
$673K +$39K +527 +6%
HCM
1152
Howard Capital Management
Georgia
$672K +$46.8K +632 +7%
MF
1153
Manchester Financial
California
$672K -$38K -514 -5%
LWAM
1154
Legacy Wealth Asset Management
Minnesota
$670K -$10.7K -144 -2%
FWTB
1155
First Western Trust Bank
Colorado
$670K +$5.85K +79 +0.9%
OPCM
1156
Osborne Partners Capital Management
California
$667K – – –
CA
1157
Continuum Advisory
Idaho
$666K +$33.2K +448 +5%
KA
1158
Kearns & Associates
California
$666K – – –
WWM
1159
Western Wealth Management
Colorado
$666K -$41.9K -566 -6%
FNBOO
1160
First National Bank of Omaha
Nebraska
$665K -$341K -4,611 -34%
WCM
1161
Weaver Capital Management
Georgia
$659K +$180K +2,437 +38%
KWM
1162
Keebeck Wealth Management
Illinois
$656K – – –
IFA
1163
Index Fund Advisors
California
$655K +$10.6K +143 +2%
NWMP
1164
Noble Wealth Management PBC
Colorado
$646K +$646K +8,725 New
SQA
1165
Simon Quick Advisors
New Jersey
$643K +$16.4K +221 +3%
OAM
1166
Oxford Asset Management
United Kingdom
$637K -$200K -2,708 -24%
AWM
1167
Avondale Wealth Management
Texas
$636K -$229K -3,100 -26%
GLA
1168
Good Life Advisors
Pennsylvania
$634K -$142K -1,923 -18%
A
1169
Allianz
Germany
$634K -$156K -2,113 -20%
VF
1170
Vest Financial
Virginia
$633K +$124K +1,672 +24%
SPC
1171
Sigma Planning Corp
Michigan
$633K +$67.3K +909 +12%
PCM
1172
Pointe Capital Management
Michigan
$632K +$74.8K +1,011 +13%
SPI
1173
Sutton Place Investors
New York
$632K +$19.9K +269 +3%
CNBTD
1174
Citizens National Bank Trust Department
Mississippi
$631K -$68.8K -930 -10%
LA
1175
Legacy Advisors
Pennsylvania
$630K +$82.2K +1,110 +15%
45 46
47
48 49