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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 %
GCM
1876
Gables Capital Management
Florida
$11K – – –
PP
1877
PrairieView Partners
Minnesota
$11K – – –
RTL
1878
Red Tortoise LLC
Georgia
$11K – – –
CCMI
1879
Creative Capital Management Investments
California
$10.7K – – –
LIS
1880
Legacy Investment Solutions
Idaho
$10.6K -$4.16K -50 -28%
LWMI
1881
Legacy Wealth Management (Idaho)
Idaho
$10.6K -$4.16K -50 -28%
SN
1882
Sittner & Nelson
Oregon
$10.5K – – –
NECFA
1883
New England Capital Financial Advisors
Connecticut
$10.5K +$74 +1 +0.7%
WAS
1884
Winch Advisory Services
Wisconsin
$9.91K -$2.07K -28 -17%
NFSG
1885
Newbridge Financial Services Group
Florida
$9.65K +$9.65K +130 New
FGC
1886
Financial Gravity Companies
Texas
$9.62K – – –
GA
1887
GoalVest Advisory
New York
$9.62K +$9.62K +130 New
TIM
1888
Tortoise Investment Management
New York
$9.55K -$2.15K -29 -18%
FPF
1889
First Pacific Financial
Washington
$9.25K – – –
AW
1890
Avion Wealth
Texas
$9K +$2.57K +36 +40%
CWM
1891
Consultiva Wealth Management
Puerto Rico
$8.96K +$8.96K +121 New
RAM
1892
Riggs Asset Management
Pennsylvania
$8.95K -$7.69K -104 -46%
IA
1893
Icon Advisers
Colorado
$8.88K +$8.88K +120 New
OPTFSNA
1894
Old Point Trust & Financial Services N A
Virginia
$8.59K – – –
MFG
1895
Menard Financial Group
Texas
$8.59K +$8.59K +116 New
NC
1896
NewSquare Capital
Pennsylvania
$8.59K +$8.59K +116 New
FG
1897
Fairman Group
Pennsylvania
$8.51K -$5.11K -69 -38%
GFPC
1898
Global Financial Private Client
Florida
$8.44K +$1.41K +19 +20%
PA
1899
Pineridge Advisors
Missouri
$8.44K +$8.44K +114 New
HFS
1900
Horizon Financial Services
North Carolina
$8.36K – – –
74 75
76
77 78