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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 %
MSRI
1326
Michael S. Ryan Inc
New York
$444K +$10.7K +144 +2%
TSMHT
1327
Thurston Springer Miller Herd & Titak
Indiana
$444K +$12.7K +172 +3%
MWA
1328
Moser Wealth Advisors
Washington
$441K -$4.81K -65 -1%
PCP
1329
Proficio Capital Partners
Massachusetts
$441K +$441K +5,959 New
LAM
1330
L2 Asset Management
Massachusetts
$440K -$48.8K -660 -10%
MG
1331
Mather Group
Illinois
$438K +$1.55K +21 +0.4%
SHFA
1332
SS&H Financial Advisors
Michigan
$437K – – –
BEI
1333
Benjamin Edwards Inc
Missouri
$434K -$20.4K -276 -4%
TWP
1334
Tempus Wealth Planning
California
$434K -$26.6K -360 -6%
KWAG
1335
Kiely Wealth Advisory Group
North Carolina
$432K – – –
WAS
1336
WESPAC Advisors SoCal
California
$430K – – –
PWPS
1337
Pinnacle Wealth Planning Services
Ohio
$429K +$42K +568 +11%
PWP
1338
Principle Wealth Partners
Connecticut
$428K +$11.1K +150 +3%
RWP
1339
Ridgecrest Wealth Partners
California
$427K – – –
SHGA
1340
Sand Hill Global Advisors
California
$425K – – –
VAMG
1341
Voisard Asset Management Group
Michigan
$425K +$148 +2 +0%
DI
1342
Diligent Investors
California
$424K – – –
RS
1343
R Squared
Hong Kong
$423K +$423K +5,711 New
AAS
1344
Ameritas Advisory Services
Nebraska
$422K +$422K +5,702 New
ECG
1345
Edge Capital Group
Georgia
$416K +$22.5K +304 +6%
HFM
1346
Harvest Fund Management
China
$415K +$415K +5,602 +140,050%
HTC
1347
Haverford Trust Company
Pennsylvania
$414K -$259K -3,495 -38%
BOM
1348
Bank of Marin
California
$414K -$14.2K -192 -3%
QPWM
1349
Quadrant Private Wealth Management
Pennsylvania
$414K -$7.55K -102 -2%
AWA
1350
Arete Wealth Advisors
Illinois
$414K +$47.4K +640 +13%
52 53
54
55 56