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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 %
FBFS
1501
First Business Financial Services
Wisconsin
$291K – – –
BWM
1502
BlackDiamond Wealth Management
New York
$289K -$148 -2 -0.1%
NCM
1503
Noesis Capital Mangement
Florida
$289K – – –
PWM
1504
Purus Wealth Management
California
$289K -$21.1K -285 -7%
PCM
1505
Penserra Capital Management
California
$288K +$279K +3,786 +3,236%
KFC
1506
Klingenstein Fields & Co
New York
$288K – – –
TF
1507
Trek Financial
Arizona
$287K -$13.4K -181 -4%
BCM
1508
Brown Capital Management
Maryland
$287K -$205K -2,769 -42%
RPCONE
1509
Retirement Planning Company of New England
Rhode Island
$286K -$54.3K -733 -16%
OCG
1510
Opus Capital Group
Ohio
$285K -$2.89K -39 -1%
SBF
1511
Sara-Bay Financial
Florida
$285K – – –
BFG
1512
Berger Financial Group
Minnesota
$285K -$8.44K -114 -3%
BFO
1513
Biltmore Family Office
North Carolina
$284K -$102K -1,373 -26%
CFS
1514
Coordinated Financial Services
Colorado
$284K +$284K +3,844 New
AIFAIM
1515
American Institute for Advanced Investment Management
Arizona
$283K – – –
LPAM
1516
Lodestar Private Asset Management
California
$282K -$95.4K -1,289 -25%
PWS
1517
Peterson Wealth Services
Utah
$280K +$1.41K +19 +0.5%
SVWAG
1518
Sound View Wealth Advisors Group
Georgia
$280K -$13.2K -178 -4%
TWM
1519
Thrive Wealth Management
Pennsylvania
$280K +$2.89K +39 +1%
NSB
1520
Norway Savings Bank
Maine
$280K -$3.7K -50 -1%
WW
1521
Westshore Wealth
California
$280K – – –
USWIA
1522
UP Strategic Wealth Investment Advisors
Pennsylvania
$278K +$11.5K +155 +4%
TF
1523
Tompkins Financial
New York
$278K – – –
BWM
1524
Bernard Wealth Management
Michigan
$275K +$275K +3,719 New
EFM
1525
E Fund Management
China
$274K +$274K +3,700 New
59 60
61
62 63