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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 %
WPA
1776
West Paces Advisors
Georgia
$48.5K – – –
SRCM
1777
Signature Resources Capital Management
California
$47K – – –
CA
1778
Crewe Advisors
Utah
$46.6K -$17.2K -232 -27%
WA
1779
Whipplewood Advisors
Colorado
$46.1K +$46.1K +623 New
GJIA
1780
Glass Jacobson Investment Advisors
Maryland
$45.6K – – –
FLP
1781
Financial Life Planners
Arizona
$45.5K +$45.5K +615 New
TWC
1782
TD Waterhouse Canada
Ontario, Canada
$45.2K +$3.7K +50 +9%
AIP
1783
Arrowpoint Investment Partners
Singapore
$45.1K +$45.1K +610 New
KC
1784
Knuff & Co
California
$44.8K +$41.7K +563 +1,309%
GWP
1785
Gen-Wealth Partners
Michigan
$44.8K -$31.1K -420 -41%
FFO
1786
Fortitude Family Office
Arizona
$44.7K +$3.4K +46 +8%
GC
1787
Gould Capital
Washington
$44.4K – – –
BAM
1788
Byrne Asset Management
New Jersey
$42K -$7.4K -100 -15%
CWA
1789
Carolina Wealth Advisors
South Carolina
$41.8K – – –
FFA
1790
Fairfield Financial Advisors
Massachusetts
$41.7K -$28.5K -386 -41%
AF
1791
Atala Financial
California
$41.2K +$41.2K +556 New
HBW
1792
Hazlett, Burt & Watson
West Virginia
$38K +$74 +1 +0.2%
WAG
1793
Wiser Advisor Group
Arizona
$37.9K +$148 +2 +0.4%
MSWM
1794
Mowery & Schoenfeld Wealth Management
Illinois
$37.7K +$37.7K +509 New
PA
1795
PSI Advisors
Florida
$37.7K – – –
JSAM
1796
J. Safra Asset Management
New York
$37.1K – – –
NSIM
1797
North Star Investment Management
Illinois
$37K – – –
FFWM
1798
Future Financial Wealth Management
Ohio
$37K – – –
KFI
1799
Key Financial Inc
Pennsylvania
$34.2K – – –
AFG
1800
Albion Financial Group
Utah
$33.4K -$555K -7,500 -94%
70 71
72
73 74