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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 %
GK
1751
Graney & King
New York
$68.7K +$68.7K +928 New
WI
1752
Wintrust Investments
Illinois
$68K -$3.23K -44 -5%
VWWMG
1753
Vermillion & White Wealth Management Group
Pennsylvania
$67.3K – – –
Acadian Asset Management
1754
Acadian Asset Management
Massachusetts
$67K -$94.8K -1,292 -59%
RCM
1755
Raleigh Capital Management
North Carolina
$66.2K -$8.59K -116 -11%
TFA
1756
Toth Financial Advisory
Virginia
$64.4K -$424K -5,732 -87%
SIM
1757
Synergy Investment Management
Florida
$63.4K +$63.4K +857 New
VWM
1758
Venturi Wealth Management
Texas
$63.3K +$18.4K +248 +41%
GSWM
1759
Golden State Wealth Management
California
$61.7K +$61.7K +834 New
AF
1760
Advisornet Financial
Minnesota
$60.7K -$6.22K -84 -9%
RA
1761
Rise Advisors
New York
$60.1K -$592 -8 -1%
HCM
1762
Hollencrest Capital Management
California
$59.9K – – –
MMG
1763
Monetary Management Group
Missouri
$59.2K – – –
CCA
1764
Criterion Capital Advisors
Tennessee
$58.8K – – –
HFS
1765
Hantz Financial Services
Michigan
$58K – – –
PPA
1766
Painted Porch Advisors
California
$57.4K – – –
MTIC
1767
Missouri Trust & Investment Company
Missouri
$57.3K +$29.3K +396 +105%
WT
1768
Washington Trust
Rhode Island
$54.2K -$8.07K -109 -13%
RIA
1769
Realta Investment Advisors
Delaware
$54K +$51.7K +694 +2,239%
FFA
1770
Founders Financial Alliance
North Carolina
$53.5K +$74 +1 +0.1%
WA
1771
WPG Advisers
Maryland
$52.9K +$52.9K +715 New
IWP
1772
IAG Wealth Partners
Wisconsin
$52.2K – – –
FMB
1773
Field & Main Bank
Kentucky
$51.8K – – –
PC
1774
Promus Capital
Illinois
$51.8K +$51.8K +700 New
KHC
1775
Koesten Hirschmann & Crabtree
Kansas
$48.8K – – –
69 70
71
72 73