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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 %
CCFM
1576
Clear Creek Financial Management
Washington
$246K -$2.44K -33 -1%
GFP
1577
Gryphon Financial Partners
Ohio
$245K -$96.4K -1,303 -28%
SCI
1578
Silver Coast Investments
United States
$244K -$19.8K -268 -8%
RIP
1579
RAM Investment Partners
Washington
$244K +$3.48K +47 +1%
LWM
1580
LongView Wealth Management
Georgia
$243K -$18.6K -251 -7%
MF
1581
Magnetar Financial
Illinois
$241K +$241K +3,250 New
CA
1582
Cornerstone Advisory
Maryland
$240K +$240K +2,992 New
LHC
1583
Little House Capital
Massachusetts
$239K – – –
OWA
1584
Opal Wealth Advisors
New York
$239K -$7.11K -96 -3%
SIC
1585
Sigma Investment Counselors
Michigan
$237K – – –
LTAS
1586
Linden Thomas Advisory Services
North Carolina
$237K -$3.55K -48 -1%
CWS
1587
Confluence Wealth Services
Pennsylvania
$236K +$236K +2,870 New
KWM
1588
Kolinsky Wealth Management
New Jersey
$235K +$148 +2 +0.1%
CPL
1589
CAP Partners LLC
Tennessee
$234K +$3.33K +45 +1%
BWA
1590
Blodgett Wealth Advisors
California
$234K – – –
WPP
1591
Whalerock Point Partners
Rhode Island
$234K – – –
CSPIA
1592
Cary Street Partners Investment Advisory
Virginia
$234K -$6.18M -83,524 -96%
RWA
1593
Redhawk Wealth Advisors
Minnesota
$233K +$296 +4 +0.1%
ALAM
1594
Asahi Life Asset Management
Japan
$232K +$232K +3,140 New
GWANC
1595
Guardian Wealth Advisors (North Carolina)
North Carolina
$232K +$232K +3,133 New
BCA
1596
Bay Colony Advisors
Massachusetts
$231K +$370 +5 +0.2%
FAFN
1597
First Affirmative Financial Network
Colorado
$230K -$7.99K -108 -3%
AL
1598
ACAS LLC
California
$229K +$229K +2,801 New
TTWM
1599
TCV Trust & Wealth Management
Virginia
$228K +$228K +3,082 New
HHWM
1600
Hiley Hunt Wealth Management
Nebraska
$228K +$228K +3,078 New
62 63
64
65 66