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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 %
BWP
1301
BSW Wealth Partners
Colorado
$474K +$41K +554 +9%
WB
1302
WesBanco Bank
West Virginia
$472K +$157K +2,120 +50%
SWA
1303
Sax Wealth Advisors
New Jersey
$469K -$29.8K -402 -6%
FIM
1304
FWL Investment Management
Texas
$467K +$103K +1,396 +28%
SWP
1305
Sagespring Wealth Partners
Tennessee
$467K +$467K +6,304 New
BPW
1306
Bingham Private Wealth
California
$464K +$464K +6,268 New
CCG
1307
Coastwise Capital Group
California
$463K +$15.4K +208 +3%
BIP
1308
Blueprint Investment Partners
North Carolina
$463K +$463K +6,258 New
EW
1309
Evoke Wealth
California
$463K +$22.1K +299 +5%
GIA
1310
Gladstone Institutional Advisory
Florida
$462K +$9.18K +124 +2%
MWM
1311
Mission Wealth Management
California
$462K -$20.6K -278 -4%
MAC
1312
Mason & Associates (California)
California
$461K – – –
FLI
1313
Family Legacy Inc
South Carolina
$460K -$730 -10 -0.2%
KFP
1314
KMG Fiduciary Partners
Ohio
$459K -$72.1K -974 -14%
SFS
1315
Strategic Financial Services
New York
$458K – – –
JAG
1316
Journey Advisory Group
Kentucky
$453K – – –
PTC
1317
Petrus Trust Company
Texas
$452K +$452K +6,106 New
MAM
1318
Milestone Asset Management
Pennsylvania
$451K +$48.2K +651 +12%
SIM
1319
Sentry Investment Management
Wisconsin
$450K -$73.3K -990 -14%
WQ
1320
Wealth Quarterback
New Jersey
$450K +$7.18K +97 +2%
AFT
1321
Alpha Family Trust
California
$449K – – –
MWA
1322
Monograph Wealth Advisors
California
$449K +$18.6K +251 +4%
MWM
1323
Meridian Wealth Management
Kentucky
$448K -$278K -3,759 -38%
ACM
1324
Avalon Capital Management
California
$447K -$6.74K -91 -1%
GS
1325
GWN Securities
Florida
$444K +$444K +5,445 New
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