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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 %
MCM
1651
Manchester Capital Management
Vermont
$204K +$76K +1,027 +60%
AWAG
1652
ARS Wealth Advisors Group
Florida
$203K +$203K +2,739 New
IWP
1653
Invenio Wealth Partners
Florida
$203K +$203K +2,737 New
SPWM
1654
Straight Path Wealth Management
Michigan
$202K +$202K +2,732 New
SFG
1655
Shum Financial Group
California
$202K +$202K +2,728 New
CAAS
1656
Capital Asset Advisory Services
Michigan
$202K +$202K +2,711 New
BC
1657
Brio Consultants
California
$202K +$202K +2,726 New
CFO
1658
Collective Family Office
Pennsylvania
$202K +$202K +2,726 New
MAM
1659
Mainsail Asset Management
Alabama
$202K +$202K +2,725 New
ACA
1660
Aspire Capital Advisors
Washington
$201K +$201K +2,716 New
AA
1661
Auxano Advisors
Washington
$201K +$201K +2,715 New
BFA
1662
Beaumont Financial Advisors
Massachusetts
$201K +$201K +2,710 New
BWP
1663
Bernardo Wealth Planning
Pennsylvania
$200K -$3.35K -46 -2%
WWP
1664
Waypoint Wealth Partners
California
$200K +$200K +2,705 New
FC
1665
Forte Capital
New York
$200K +$200K +2,705 New
FMP
1666
Financial Management Professionals
Texas
$195K -$7.33K -99 -4%
RTC
1667
Riverview Trust Company
Washington
$191K – – –
EWP
1668
Elevation Wealth Partners
California
$187K -$152K -2,050 -45%
HB
1669
Horizon Bancorp
Indiana
$186K +$6.75K +91 +4%
WTFG
1670
Wood Tarver Financial Group
Idaho
$186K +$186K +2,522 New
OP
1671
ORG Partners
Indiana
$185K +$81.4K +1,100 +79%
T
1672
TOBAM
France
$185K -$84.7K -1,147 -31%
QL
1673
Quarry LP
New York
$183K -$40.2K -543 -18%
CH
1674
Cromwell Holdings
Wyoming
$183K – – –
CFD
1675
Creative Financial Designs
Indiana
$180K +$296 +4 +0.2%
65 66
67
68 69