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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 %
PPWP
1226
Premier Path Wealth Partners
New Jersey
$568K -$71.3K -964 -11%
A
1227
AlphaQuest
New York
$557K +$249K +3,370 +81%
NEWAS
1228
N.E.W. Advisory Services
Wisconsin
$557K +$9.25K +125 +2%
TPI
1229
Trust Point Inc
Wisconsin
$557K +$85.3K +1,152 +18%
IWM
1230
IHT Wealth Management
Illinois
$556K +$962 +13 +0.2%
KHCM
1231
Kirtland Hills Capital Management
Ohio
$555K -$25.8K -349 -4%
BPC
1232
Bryce Point Capital
New York
$554K +$554K +7,489 New
SMA
1233
Sage Mountain Advisors
Georgia
$552K +$23K +311 +4%
IB
1234
Intrust Bank
Kansas
$550K -$22.2K -300 -4%
OPA
1235
Old Port Advisors
Maine
$549K +$8.07K +109 +1%
ACM
1236
Arcataur Capital Management
Wisconsin
$548K +$55.5K +750 +11%
CWM
1237
Circle Wealth Management
New Jersey
$547K +$7.25K +98 +1%
JIC
1238
Joel Isaacson & Co
New York
$546K +$18.9K +256 +4%
FCP
1239
Fidelis Capital Partners
Florida
$544K +$61.4K +742 +13%
CFO
1240
CVA Family Office
Colorado
$543K +$499K +6,739 +1,131%
TCM
1241
Traynor Capital Management
Pennsylvania
$541K +$2.67K +36 +0.5%
RWB
1242
RMR Wealth Builders
New Jersey
$540K -$8.59K -116 -2%
ICP
1243
Impact Capital Partners
Colorado
$538K +$538K +7,276 New
CAM
1244
Cozad Asset Management
Illinois
$538K -$2.52K -34 -0.5%
MFA
1245
Mayflower Financial Advisors
Massachusetts
$534K -$1.18K -16 -0.2%
AGC
1246
Aspen Grove Capital
Colorado
$532K +$1.26K +17 +0.2%
AIA
1247
Angeles Investment Advisors
California
$532K -$2.96K -40 -0.6%
NICM
1248
Neo Ivy Capital Management
New York
$532K +$532K +7,197 New
RIM
1249
RW Investment Management
Idaho
$531K -$6.66K -90 -1%
VAM
1250
Verity Asset Management
North Carolina
$530K +$64.6K +873 +14%
48 49
50
51 52