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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 %
SSCM
1176
Sovereign's Capital Management
Georgia
$629K +$629K +8,503 New
HWA
1177
HMV Wealth Advisors
Louisiana
$628K +$628K +8,491 New
QWM
1178
Quadcap Wealth Management
Texas
$628K -$10.1K -137 -2%
SIM
1179
Stratos Investment Management
Ohio
$628K -$2.25M -30,443 -78%
FFS
1180
Founders Financial Securities
Maryland
$627K +$2K +27 +0.3%
HBS
1181
Howard Bailey Securities
Indiana
$626K -$31.2K -421 -5%
CAG
1182
Compass Advisory Group
New York
$620K – – –
LCM
1183
Lazari Capital Management
California
$615K -$38.9K -526 -6%
CWS
1184
Cypress Wealth Services
California
$615K +$21.1K +285 +4%
MIM
1185
Morningstar Investment Management
Illinois
$615K -$548K -7,404 -47%
UIM
1186
Unified Investment Management
Georgia
$615K +$615K +8,306 New
DT
1187
Diversified Trust
Tennessee
$608K +$71.2K +962 +13%
PP
1188
PDS Planning
Ohio
$608K +$37.2K +503 +7%
RMAM
1189
Raab & Moskowitz Asset Management
New Jersey
$607K +$607K +8,201 New
SIA
1190
SkyView Investment Advisors
New Jersey
$605K +$605K +8,171 New
CANY
1191
Caxton Associates (New York)
New York
$603K +$603K +8,147 New
BWP
1192
Balboa Wealth Partners
Arizona
$601K -$361K -4,882 -38%
CA
1193
Capital Advantage
California
$600K +$600K +8,109 New
HBT
1194
Heartland Bank & Trust
Illinois
$599K -$23.9K -323 -4%
RSWM
1195
Robertson Stephens Wealth Management
California
$599K -$456K -6,166 -43%
PFBT
1196
Parkside Financial Bank & Trust
Missouri
$598K -$5.92K -80 -1%
SB
1197
Strategic Blueprint
Georgia
$597K -$89.4K -1,208 -13%
LCWP
1198
Legacy Capital Wealth Partners
Arkansas
$596K -$17K -230 -3%
AC
1199
Avestar Capital
New York
$595K +$99.1K +1,339 +20%
WA
1200
Wealth Alliance
New York
$593K -$777K -10,493 -57%
46 47
48
49 50