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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 %
AWAP
1376
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$397K +$518 +7 +0.1%
CG
1377
CFO4Life Group
Texas
$393K -$20.1K -271 -5%
BHBT
1378
Burke & Herbert Bank & Trust
Virginia
$392K – – –
RC
1379
Rovin Capital
Arizona
$392K -$97.7K -1,319 -20%
APP
1380
Avantax Planning Partners
Iowa
$392K -$20.4K -276 -5%
PF
1381
Phoenix Financial
Israel
$391K -$6.83M -92,223 -95%
AWE
1382
Avidian Wealth Enterprises
Texas
$391K +$22.1K +299 +6%
CS
1383
Cannell & Spears
New York
$390K +$33.2K +448 +9%
GWS
1384
Greykasell Wealth Strategies
California
$388K +$388K +5,236 New
CB
1385
CNB Bank
Pennsylvania
$386K -$8.51K -115 -2%
TWA
1386
Trace Wealth Advisors
California
$385K +$385K +5,200 New
PCMC
1387
Private Capital Management (Colorado)
Colorado
$385K -$349K -4,711 -48%
AWM
1388
Angeles Wealth Management
California
$384K +$384K +5,194 New
JIR
1389
James Investment Research
Ohio
$381K – – –
SIG
1390
Sky Investment Group
Connecticut
$381K – – –
HCP
1391
Hexagon Capital Partners
Arkansas
$380K -$10.3K -139 -3%
RWA
1392
River Wealth Advisors
Pennsylvania
$379K +$666 +9 +0.2%
OWP
1393
Obermeyer Wealth Partners
Colorado
$378K – – –
AA
1394
Advisory Alpha
Michigan
$378K -$37.1K -501 -9%
VCM
1395
Virtue Capital Management
Tennessee
$377K -$5.55K -75 -1%
BP
1396
BBR Partners
New York
$376K +$6K +81 +2%
JWCA
1397
J.W. Cole Advisors
Florida
$376K +$126K +1,706 +51%
SW
1398
Simplicity Wealth
New Jersey
$375K +$108K +1,465 +41%
TCM
1399
Twin Capital Management
Pennsylvania
$373K -$9.1K -123 -2%
BFM
1400
Boothbay Fund Management
New York
$373K -$287K -3,874 -43%
54 55
56
57 58