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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 %
PSFG
1826
Park Square Financial Group
Georgia
$22.2K +$22.2K +300 New
BGA
1827
Battery Global Advisors
Massachusetts
$22.1K +$74 +1 +0.3%
BHWM
1828
Beaird Harris Wealth Management
Texas
$21.6K – – –
BAM
1829
Bellevue Asset Management
Washington
$21.6K – – –
AWM
1830
Abound Wealth Management
Tennessee
$21K -$592 -8 -3%
VWA
1831
Valued Wealth Advisors
Utah
$20.9K -$371 -5 -2%
TCA
1832
Trifecta Capital Advisors
Illinois
$20.9K – – –
BWL
1833
Bogart Wealth LLC
Virginia
$20.4K – – –
SWM
1834
Sugarloaf Wealth Management
Georgia
$20.4K – – –
CPG
1835
Cornerstone Planning Group
New Jersey
$20.1K +$1.32K +16 +7%
FCG
1836
Financial Connections Group
California
$20K – – –
FFA
1837
Frazier Financial Advisors
Ohio
$19.9K -$9.46K -128 -32%
PFA
1838
Pathway Financial Advisers
Indiana
$19.8K +$74 +1 +0.4%
SO
1839
Sierra Ocean
California
$19.4K +$19.4K +262 New
RF
1840
Roxbury Financial
New Jersey
$18.6K +$18.6K +225 New
FIA
1841
FPC Investment Advisory
California
$18K +$18K +217 New
T
1842
Transce3nd
Texas
$16.6K +$16.6K +224 New
HC
1843
Hurley Capital
New York
$16.5K +$16.5K +221 New
BFPW
1844
BOK Financial Private Wealth
Colorado
$16.1K +$222 +3 +1%
MWM
1845
Mascoma Wealth Management
New Hampshire
$16.1K -$4.89K -66 -23%
GEA
1846
Glen Eagle Advisors
New Jersey
$16.1K – – –
AT
1847
Arlington Trust
Alabama
$15.6K – – –
POIA
1848
Pin Oak Investment Advisors
Texas
$15K – – –
MMCM
1849
Murphy & Mullick Capital Management
New York
$14.9K +$14.9K +201 New
AEPWM
1850
Atlantic Edge Private Wealth Management
Florida
$14.8K -$5.7K -77 -28%
72 73
74
75 76