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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 %
PB
1601
Pinnacle Bancorp
Nebraska
$228K +$25.9K +350 +13%
RDWM
1602
Red Door Wealth Management
Tennessee
$228K -$18.5K -250 -8%
SPWM
1603
Spartan Planning & Wealth Management
North Carolina
$227K +$227K +3,066 New
FHA
1604
First Horizon Advisors
Tennessee
$227K +$7.11K +96 +3%
PIA
1605
Perennial Investment Advisors
California
$226K -$13.2K -178 -6%
VCA
1606
Verdence Capital Advisors
Maryland
$226K -$8.81K -119 -4%
WCF
1607
West Coast Financial
California
$226K -$13.8K -186 -6%
SOW
1608
State of Wyoming
Wyoming
$225K +$98.2K +1,327 +77%
SFG
1609
SNS Financial Group
Minnesota
$225K -$25.2K -340 -10%
CIAM
1610
Caitong International Asset Management
Hong Kong
$225K +$225K +3,038 New
SIG
1611
Stonegate Investment Group
Alabama
$224K +$224K +3,025 New
HWP
1612
Highline Wealth Partners
California
$224K -$22.6K -306 -9%
CSWG
1613
Cardinal Strategic Wealth Guidance
Kentucky
$224K +$224K +3,024 New
TPWA
1614
TRUE Private Wealth Advisors
Oregon
$223K +$223K +3,013 New
WAM
1615
Weiss Asset Management
Massachusetts
$223K +$223K +3,011 New
SSA
1616
Sierra Summit Advisors
Nevada
$222K -$14.8K -200 -6%
MWA
1617
Martel Wealth Advisors
Washington
$222K +$222K +3,000 New
MF
1618
Manuka Financial
Virginia
$222K +$222K +3,000 New
BAM
1619
Brave Asset Management
New Jersey
$221K +$221K +2,988 New
FHA
1620
Flagship Harbor Advisors
Massachusetts
$221K +$221K +2,987 New
WA1
1621
Wimmer Associates 1
California
$221K +$221K +2,984 New
CWM
1622
Congress Wealth Management
Massachusetts
$221K +$221K +2,980 New
CCM
1623
Chilton Capital Management
Texas
$220K -$123K -1,663 -36%
APG
1624
Abacus Planning Group
South Carolina
$220K +$220K +2,975 New
JSSH
1625
J. Safra Sarasin Holding
$220K +$220K +2,975 New
63 64
65
66 67