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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 %
BWS
1476
Broadway Wealth Solutions
Texas
$302K +$302K +4,077 New
MWM
1477
Maridea Wealth Management
New York
$302K +$302K +4,074 New
SIM
1478
Studio Investment Management
Illinois
$301K -$7.92K -107 -3%
CMAI
1479
Capital Management Associates Inc
Minnesota
$301K +$33.4K +451 +12%
MTIM
1480
Marathon Trading Investment Management
Pennsylvania
$300K -$543K -7,341 -64%
WP
1481
WealthPLAN Partners
Nebraska
$300K -$153K -2,073 -34%
NWWA
1482
New Wave Wealth Advisors
Arkansas
$300K -$14.6K -197 -5%
EL
1483
Essex LLC
Illinois
$300K – – –
LFAS
1484
Level Four Advisory Services
Texas
$298K +$23.8K +321 +9%
LTI
1485
Laffer Tengler Investments
Tennessee
$298K – – –
BMC
1486
Benin Management Corp
Connecticut
$296K -$7.4K -100 -2%
CPA
1487
Court Place Advisors
Maryland
$296K -$7.4K -100 -2%
SMH
1488
Sanders Morris Harris
Texas
$296K – – –
TCM
1489
Triumph Capital Management
Colorado
$296K -$531K -7,177 -64%
SFA
1490
Souders Financial Advisors
Ohio
$296K +$2.22K +30 +0.8%
PWA
1491
Principia Wealth Advisory
Texas
$295K +$295K +3,990 New
RBC
1492
Romano Brothers & Co
Illinois
$294K +$4.37K +59 +2%
LBC
1493
Leigh Baldwin & Co
New York
$293K +$293K +3,959 New
ASG
1494
Ariston Services Group
California
$293K – – –
OL
1495
OneFund LLC
Florida
$293K +$2.37K +32 +0.8%
RCP
1496
Rothschild Capital Partners
New York
$292K +$292K +3,952 New
VST
1497
Van Strum & Towne
California
$292K – – –
BAM
1498
Boyar Asset Management
New York
$292K – – –
PCG
1499
Prosperity Consulting Group
Maryland
$292K -$34.8K -470 -11%
NRW
1500
Nova R Wealth
Kansas
$291K – – –
58 59
60
61 62