SCHW icon

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 %
MFF
1251
Michels Family Financial
Texas
$525K +$525K +7,100 New
GPA
1252
Garrison Point Advisors
California
$522K – – –
CIA
1253
Capital Investment Advisors
Georgia
$520K +$30.5K +412 +6%
AFM
1254
Aspetuck Financial Management
Connecticut
$520K +$520K +7,027 New
TCOT
1255
Trust Company of Toledo
Ohio
$519K +$61.8K +835 +14%
EI
1256
Ellevest Inc
New York
$519K +$6.59K +89 +1%
SWA
1257
SFMG Wealth Advisors
Texas
$517K -$3.82M -51,563 -88%
BG
1258
Bahl & Gaynor
Ohio
$516K – – –
NW
1259
Naviter Wealth
Arkansas
$514K +$514K +6,947 New
CCM
1260
CAAS Capital Management
New York
$514K +$191K +2,583 +59%
BWG
1261
Beta Wealth Group
California
$511K +$148 +2 +0%
VWM
1262
Vivid Wealth Management
Iowa
$510K -$41.3K -558 -7%
CAG
1263
Csenge Advisory Group
Florida
$509K -$24.5K -331 -5%
SGCA
1264
Steel Grove Capital Advisors
Tennessee
$507K – – –
AAM
1265
Auxier Asset Management
Oregon
$507K -$88.8K -1,200 -15%
NP
1266
NorthRock Partners
Minnesota
$507K -$157K -2,128 -24%
GA
1267
Geller Advisors
New York
$506K -$19.9K -269 -4%
PTP
1268
Platform Technology Partners
New York
$505K – – –
TPA
1269
Trivium Point Advisory
Connecticut
$505K +$71K +959 +16%
BFA
1270
Bragg Financial Advisors
North Carolina
$505K – – –
WAM
1271
WNY Asset Management
New York
$505K -$76.4K -1,032 -13%
HWMO
1272
Heritage Wealth Management (Ohio)
Ohio
$505K – – –
TC
1273
TAGStone Capital
North Carolina
$503K +$10.8K +146 +2%
PMFA
1274
Plante Moran Financial Advisors
Michigan
$503K +$4.74K +64 +1%
FCH
1275
Freestone Capital Holdings
Washington
$501K +$207K +2,800 +71%
49 50
51
52 53