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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 %
IFU
1426
iSAM Funds (UK)
United Kingdom
$349K -$44.8K -605 -11%
OL
1427
Optas LLC
Texas
$348K +$71.3K +964 +26%
SCTC
1428
Sanibel Captiva Trust Company
Florida
$345K +$116K +1,566 +51%
OIM
1429
Orca Investment Management
Oregon
$344K -$47K -635 -12%
EWM
1430
Evermay Wealth Management
Virginia
$342K -$24.6K -332 -7%
CFG
1431
CKW Financial Group
Hawaii
$340K – – –
EWS
1432
Eagle Wealth Strategies
New Jersey
$340K +$16.1K +217 +5%
MCC
1433
Maiden Cove Capital
Maine
$340K -$1.55K -21 -0.5%
OC
1434
Oarsman Capital
Wisconsin
$339K -$3.7K -50 -1%
WF
1435
Welch & Forbes
Massachusetts
$337K +$7.25K +98 +2%
WI
1436
WBI Investments
New Jersey
$336K -$714K -9,643 -68%
CCWM
1437
Cassaday & Co Wealth Management
Virginia
$333K – – –
MGWM
1438
Marks Group Wealth Management
Minnesota
$333K – – –
S
1439
SimplyRich
California
$333K – – –
FFA
1440
Fi3 Financial Advisors
Indiana
$332K +$17.5K +237 +6%
SIA
1441
SeaBridge Investment Advisors
New Jersey
$328K +$328K +4,435 New
DFA
1442
Delta Financial Advisors
Louisiana
$327K – – –
WFI
1443
West Family Investments
California
$327K -$5.85K -79 -2%
SWP
1444
Semus Wealth Partners
Florida
$327K +$962 +13 +0.3%
CWA
1445
Clearview Wealth Advisors
Oregon
$327K -$2.29K -31 -0.7%
CA
1446
Claro Advisors
Massachusetts
$326K -$15.2K -206 -4%
LIA
1447
LBMC Investment Advisors
Tennessee
$325K – – –
IWA
1448
Icon Wealth Advisors
Texas
$322K -$85.6K -1,157 -21%
STA
1449
Smith Thornton Advisors
Alabama
$322K +$322K +4,356 New
LNB
1450
Ledyard National Bank
$322K +$3.85K +52 +1%
56 57
58
59 60