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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 %
KWA
1351
Kingswood Wealth Advisors
California
$412K -$572K -7,725 -58%
CW
1352
CreativeOne Wealth
Kansas
$411K +$411K +5,559 New
QC
1353
Quadrature Capital
United Kingdom
$410K -$7.21M -97,489 -95%
LFM
1354
LGT Fund Management
Liechtenstein
$407K -$173K -2,335 -30%
TSS
1355
Two Sigma Securities
New York
$407K -$1.74M -23,446 -81%
PL
1356
Perpetual Ltd
Australia
$406K -$22.4K -303 -5%
EW
1357
Enzi Wealth
Texas
$406K +$3.14K +39 +0.8%
PFA
1358
Pure Financial Advisors
California
$406K +$518 +7 +0.1%
CAWM
1359
Capital A Wealth Management
Pennsylvania
$406K +$406K +5,486 New
FT
1360
Fiduciary Trust
Massachusetts
$406K -$86.1K -1,163 -18%
CA
1361
CoreCap Advisors
Michigan
$405K -$184K -2,484 -31%
KCM
1362
KRS Capital Management
Michigan
$405K -$29K -392 -7%
TNBTD
1363
Trustmark National Bank Trust Department
Mississippi
$405K -$134K -1,814 -25%
AA
1364
Addison Advisors
Vermont
$404K – – –
KW
1365
Keyvantage Wealth
Pennsylvania
$404K +$404K +5,456 New
YC
1366
Yarbrough Capital
Tennessee
$404K – – –
MPWT
1367
MassMutual Private Wealth & Trust
Connecticut
$401K +$32.3K +437 +9%
PI
1368
PFG Investments
New York
$401K -$16.9K -229 -4%
WPWM
1369
Western Pacific Wealth Management
Illinois
$401K +$83.6K +1,130 +26%
RZH
1370
Relyea Zuckerberg Hanson
Connecticut
$401K +$11K +148 +3%
NRS
1371
Neville Rodie & Shaw
New York
$400K -$3.7K -50 -0.9%
MHR
1372
Matthew Hamilton Rosenberg
$400K -$1.85K -25 -0.5%
OW
1373
Olistico Wealth
Oklahoma
$398K +$148 +2 +0%
DI
1374
DAGCO Inc
Ohio
$398K +$27.8K +375 +8%
PTC
1375
Private Trust Company
Ohio
$397K +$22.9K +309 +6%
53 54
55
56 57