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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 %
WIM
1851
Westside Investment Management
California
$14.8K – – –
VWM
1852
Vermillion Wealth Management
Minnesota
$14.8K +$14.8K +200 New
FDW
1853
Fourth Dimension Wealth
Ohio
$14.8K +$14.8K +200 New
SVCP
1854
Silicon Valley Capital Partners
California
$14.6K – – –
MDA
1855
Minot DeBlois Advisors
Massachusetts
$14.4K +$14.4K +195 New
CIAS
1856
CBIZ Investment Advisory Services
Ohio
$14.4K +$1.85K +25 +15%
GG
1857
Gleason Group
Kentucky
$14.2K – – –
SC
1858
SouthState Corp
Florida
$14.1K +$10.3K +139 +267%
FCT
1859
First Community Trust
Iowa
$13.9K – – –
TCM
1860
Tradewinds Capital Management
Washington
$13.8K – – –
VFM
1861
Vision Financial Markets
Connecticut
$13.7K +$13.7K +185 New
CBT
1862
CoreFirst Bank & Trust
Kansas
$13.5K – – –
AIM
1863
Arcadia Investment Management
Michigan
$13.5K +$13.5K +182 New
ME
1864
McIlrath & Eck
Washington
$13.4K +$3.71K +50 +38%
NI
1865
NCP Inc
California
$13.4K -$6.42K -87 -32%
CIR
1866
Clear Investment Research
Georgia
$13.3K – – –
SC
1867
Steph & Co
Wisconsin
$13.2K -$13.6K -184 -51%
EFP
1868
EnRich Financial Partners
Wisconsin
$13K – – –
PWA
1869
Physician Wealth Advisors
Utah
$12.9K +$12.9K +174 New
RS
1870
Rakuten Securities
Japan
$12.7K +$11.4K +154 +856%
MCI
1871
MRP Capital Investments
Georgia
$12.2K +$3.7K +50 +43%
ATC
1872
Adirondack Trust Company
New York
$12.2K – – –
PWMG
1873
Prestige Wealth Management Group
New Jersey
$11.3K -$5.85K -79 -34%
HC
1874
Hoese & Co
Minnesota
$11.2K – – –
MIA
1875
MeadowBrook Investment Advisors
Michigan
$11.1K – – –
73 74
75
76 77