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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 %
PA
1626
PFG Advisors
Arizona
$220K +$220K +2,971 New
Jacobs Levy Equity Management
1627
Jacobs Levy Equity Management
New Jersey
$219K -$6.93M -93,620 -97%
TC
1628
TwinBeech Capital
New York
$218K +$218K +2,948 New
SWM
1629
Stockman Wealth Management
Montana
$217K -$15.6K -211 -7%
CWC
1630
Carolinas Wealth Consulting
North Carolina
$217K +$1.26K +17 +0.6%
LF
1631
Lantz Financial
Illinois
$216K +$216K +2,921 New
TBWA
1632
Three Bridge Wealth Advisors
California
$216K +$216K +2,919 New
BBNA
1633
Bremer Bank National Association
Minnesota
$216K +$216K +2,918 New
AFA
1634
AA Financial Advisors
Ohio
$216K -$28.2K -381 -12%
FWCM
1635
Ferguson Wellman Capital Management
Oregon
$216K -$116K -1,564 -35%
FAIM
1636
Financial Advocates Investment Management
Washington
$215K -$18.9K -255 -8%
BGAI
1637
Bruce G. Allen Investments
Colorado
$215K -$7.62K -103 -3%
KSWA
1638
Kathleen S. Wright Associates
Pennsylvania
$214K – – –
PL
1639
Plancorp LLC
Missouri
$214K +$214K +2,893 New
HB
1640
HTLF Bank
Colorado
$213K +$213K +2,874 New
QC
1641
Quent Capital
New York
$212K -$10.4K -140 -5%
WC
1642
Waterloo Capital
Texas
$211K -$34.3K -464 -14%
SA
1643
SRH Advisors
Kansas
$211K – – –
KFGK
1644
Keystone Financial Group (Kentucky)
Kentucky
$208K +$208K +2,804 New
LWM
1645
LJI Wealth Management
Indiana
$207K +$207K +2,802 New
CFM
1646
Catalyst Funds Management
Australia
$207K +$207K +2,800 New
MWM
1647
Marion Wealth Management
Pennsylvania
$206K +$206K +2,777 New
LAMC
1648
Longview Asset Management (California)
California
$205K +$205K +2,764 New
HIC
1649
Holderness Investments Company
North Carolina
$204K +$204K +2,760 New
PCA
1650
Prosperity Capital Advisors
Ohio
$204K +$204K +2,757 New
64 65
66
67 68