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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 %
CCA
1551
Childress Capital Advisors
Texas
$258K +$11.7K +158 +5%
KCM
1552
Kathmere Capital Management
Pennsylvania
$257K +$257K +3,479 New
KWS
1553
Keystone Wealth Services
California
$256K -$3.55K -48 -1%
WJWM
1554
Williams Jones Wealth Management
New York
$256K +$6K +81 +2%
IWA
1555
IBEX Wealth Advisors
New Jersey
$255K +$255K +3,448 New
ACA
1556
Affinity Capital Advisors
California
$254K -$70.5K -975 -22%
WF
1557
Wayfinding Financial
Washington
$254K +$254K +3,439 New
CFS
1558
CRA Financial Services
New Jersey
$254K -$1.85K -25 -0.7%
CP
1559
Castleview Partners
Texas
$253K +$3.4K +46 +1%
ODG
1560
O'Dell Group
Ohio
$253K +$74 +1 +0%
MAWA
1561
Moss Adams Wealth Advisors
Washington
$252K +$252K +3,412 New
PPWM
1562
Paragon Private Wealth Management
Kentucky
$250K +$250K +3,382 New
AWM
1563
Accurate Wealth Management
Florida
$250K +$2.04K +28 +0.8%
FCG
1564
Fielder Capital Group
Tennessee
$250K +$17.5K +237 +8%
MA
1565
MONECO Advisors
Connecticut
$250K +$20.6K +279 +9%
W
1566
WorthPointe
California
$249K -$7.55K -102 -3%
SWM
1567
Seed Wealth Management
Illinois
$248K – – –
BAM
1568
BOS Asset Management
Illinois
$248K – – –
LPT
1569
Legacy Private Trust
Wisconsin
$248K – – –
CFA
1570
CWS Financial Advisors
Michigan
$248K – – –
TA
1571
TrueWealth Advisors
Alabama
$248K +$4.37K +59 +2%
SL
1572
Sentinus LLC
Illinois
$248K +$4K +54 +2%
SWA
1573
SOA Wealth Advisors
New York
$247K +$4.59K +62 +2%
SNPAM
1574
St. Nicholas Private Asset Management
Florida
$246K +$246K +3,330 New
FTUS
1575
Flow Traders U.S.
New York
$246K +$246K +3,327 New
61 62
63
64 65