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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 %
TC
1726
Truvestments Capital
Florida
$101K +$148 +2 +0.1%
LDB
1727
Lee, Danner & Bass
Tennessee
$101K +$101K +1,360 New
API
1728
Asset Planning Inc
California
$99.4K +$99.4K +1,342 New
AWM
1729
Atticus Wealth Management
Florida
$98.2K – – –
HWA
1730
Heritage Wealth Advisors
Virginia
$97.2K +$296 +4 +0.3%
PFT
1731
Providence First Trust
Arizona
$96.3K +$96.3K +1,301 New
C
1732
Covestor
United Kingdom
$95K +$25.9K +348 +37%
ITIM
1733
Indiana Trust & Investment Management
Indiana
$94.4K – – –
WAS
1734
Wesleyan Assurance Society
United Kingdom
$92K – – –
NCM
1735
Northwest Capital Management
Oregon
$92K -$1.33K -18 -1%
MEG
1736
Millstone Evans Group
Colorado
$91.3K +$91.3K +1,233 New
VHAM
1737
Van Hulzen Asset Management
California
$91.1K +$91.1K +1,231 New
OIA
1738
Optimum Investment Advisors
Illinois
$90.8K – – –
RMP
1739
Richards, Merrill & Peterson
Washington
$89K +$89K +1,202 New
CBT
1740
Crews Bank & Trust
Florida
$83.1K +$83.1K +1,123 New
PP
1741
Pacifica Partners
Canada
$81.9K – – –
HI
1742
Human Investing
Oregon
$81.1K +$81.1K +1,096 New
CAL
1743
Capital Advisors Ltd
Ohio
$81K -$2.23K -30 -3%
SIS
1744
Sound Income Strategies
Florida
$78.7K – – –
DWM
1745
Darwin Wealth Management
Florida
$76.9K +$76.9K +1,039 New
ORAM
1746
One River Asset Management
Connecticut
$74.2K -$154K -2,077 -67%
ZB
1747
Zions Bancorporation
Utah
$73.1K +$24.1K +326 +49%
VWA
1748
VSM Wealth Advisory
Maryland
$72.4K +$72.4K +978 New
LCM
1749
Logan Capital Management
Pennsylvania
$71K -$649K -8,770 -90%
WWP
1750
WR Wealth Planners
Missouri
$68.7K -$1.33K -18 -2%
68 69
70
71 72