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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 %
VC
1201
Veracity Capital
Georgia
$592K +$6.59K +89 +1%
MA
1202
MYDA Advisors
New York
$592K +$592K +8,000 New
MSS
1203
Mitchell Sinkler & Starr
Pennsylvania
$588K -$29.6K -400 -5%
BFS
1204
Bradley Foster & Sargent
Connecticut
$588K -$14.8K -200 -2%
AA
1205
Apriem Advisors
California
$587K +$15.6K +211 +3%
JFG
1206
Jefferies Financial Group
New York
$586K -$1.83M -24,705 -76%
NG
1207
Novem Group
New York
$585K +$585K +7,904 New
PCMN
1208
Paradigm Capital Management (Nevada)
Nevada
$583K -$29.6K -400 -5%
BWA
1209
Bordeaux Wealth Advisors
California
$583K -$3.03K -41 -0.5%
SBIA
1210
Sheaff Brock Investment Advisors
Indiana
$581K – – –
TWPM
1211
Total Wealth Planning & Management
Florida
$580K +$580K +7,836 New
BPWM
1212
Badgley Phelps Wealth Managers
Washington
$579K +$52K +703 +10%
HI
1213
Harbour Investments
Wisconsin
$579K +$15.2K +206 +3%
BCM
1214
Boltwood Capital Management
California
$578K -$3.7K -50 -0.6%
VCWA
1215
Vanguard Capital Wealth Advisors
Colorado
$577K -$122K -1,650 -17%
VVP
1216
Venture Visionary Partners
Ohio
$577K -$845K -11,416 -59%
SFO
1217
Stokes Family Office
Louisiana
$576K -$21.4K -289 -4%
TCM
1218
Telos Capital Management
California
$575K -$108K -1,454 -16%
LFG
1219
Larson Financial Group
Missouri
$575K -$73.8K -997 -11%
SAM
1220
Sompo Asset Management
Japan
$571K -$91K -1,230 -14%
LWM
1221
Lyell Wealth Management
California
$571K – – –
SPA
1222
Sherbrooke Park Advisers
New York
$571K +$571K +7,711 New
AIM
1223
Athena Investment Management
California
$570K – – –
Federated Hermes
1224
Federated Hermes
Pennsylvania
$570K -$13.2K -178 -2%
SSWM
1225
Sheets Smith Wealth Management
North Carolina
$569K – – –
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