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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 %
FMLI
1276
Fukoku Mutual Life Insurance
Japan
$497K – – –
MSFS
1277
Main Street Financial Solutions
Pennsylvania
$497K -$5.7K -77 -1%
LC
1278
LCNB Corp
Ohio
$497K -$12.8K -173 -3%
IC
1279
Iconiq Capital
California
$496K +$254K +3,426 +105%
AC
1280
ASB Consultores
Florida
$494K +$15K +203 +3%
DWM
1281
Defined Wealth Management
Oregon
$493K +$4.22K +57 +0.9%
BTW
1282
Boston Trust Walden
Massachusetts
$493K +$8.88K +120 +2%
OWA
1283
Octavia Wealth Advisors
Ohio
$493K -$56.5K -764 -10%
CWM
1284
Centurion Wealth Management
Virginia
$493K -$34.5K -466 -7%
MJRIC
1285
Mogy Joel R Investment Counsel
California
$492K – – –
LFA
1286
Legacy Financial Advisors
Kentucky
$491K +$169K +2,281 +52%
5W
1287
5T Wealth
California
$491K +$491K +6,630 New
CGA
1288
Crescent Grove Advisors
Illinois
$490K -$51.8K -700 -10%
MA
1289
MCF Advisors
Kentucky
$489K -$36.9K -499 -7%
SEIA
1290
Signature Estate & Investment Advisors
California
$489K +$370 +5 +0.1%
RCAG
1291
Rehmann Capital Advisory Group
Michigan
$488K -$13.4K -181 -3%
IFPG
1292
Intrepid Financial Planning Group
Indiana
$486K – – –
AFP
1293
Ausdal Financial Partners
Iowa
$486K +$153K +2,062 +46%
CA
1294
Carson Advisory
Georgia
$485K – – –
EFG
1295
Everhart Financial Group
Ohio
$484K +$77.7K +1,050 +19%
BCM
1296
Brookstone Capital Management
Illinois
$483K -$144K -1,941 -23%
DFCM
1297
Dark Forest Capital Management
Puerto Rico
$477K -$6.44K -87 -1%
NHT
1298
New Hampshire Trust
New Hampshire
$477K -$5.33K -72 -1%
MCB
1299
Morton Community Bank
Illinois
$475K -$163K -2,209 -26%
CWM
1300
Cornerstone Wealth Management
Missouri
$475K -$40.9K -552 -8%
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52
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