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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 %
RF
1901
Robbins Farley
New Hampshire
$7.99K – – –
FWM
1902
FLP Wealth Management
Arkansas
$7.76K +$7.76K +105 New
HWM
1903
HighMark Wealth Management
Minnesota
$7.62K -$7.85K -106 -51%
MWA
1904
Miller Wealth Advisors
Colorado
$7.4K – – –
SFG
1905
Stonebridge Financial Group
Pennsylvania
$7.4K +$7.4K +100 New
WWA
1906
Wingate Wealth Advisors
Massachusetts
$7.11K +$7.11K +96 New
ANBT
1907
American National Bank & Trust
Texas
$6.66K – – –
RFA
1908
Reyes Financial Architecture
California
$6.66K +$6.66K +90 New
CTWM
1909
Cherry Tree Wealth Management
Minnesota
$6.46K – – –
GWSA
1910
Global Wealth Strategies & Associates
Colorado
$6.14K – – –
TFM
1911
TFC Financial Management
Massachusetts
$6.07K +$1.11K +15 +22%
CF
1912
Conquis Financial
California
$6K +$6K +81 New
DPW
1913
DiNuzzo Private Wealth
Pennsylvania
$5.63K – – –
HNW
1914
High Note Wealth
Minnesota
$5.4K +$5.4K +73 New
MFS
1915
Mattson Financial Services
Michigan
$5.31K -$1.55M -23,874 -100%
GTAM
1916
Global Trust Asset Management
Florida
$5.26K – – –
FUBT
1917
First United Bank & Trust
Maryland
$4.81K – – –
HIW
1918
Holos Integrated Wealth
Pennsylvania
$4.81K +$4.81K +65 New
JGIA
1919
Jackson Grant Investment Advisers
Connecticut
$4.59K – – –
EBA
1920
Eagle Bay Advisors
New York
$4.44K – – –
DWA
1921
Delos Wealth Advisors
Texas
$4.29K +$4.29K +58 New
RDIA
1922
RE Dickinson Investment Advisors
Iowa
$4K +$4K +6 New
DSC
1923
Duncker Streett & Co
Missouri
$3.92K +$3.92K +53 New
PAG
1924
Paladin Advisory Group
Iowa
$3.85K – – –
BHWM
1925
Bay Harbor Wealth Management
Maryland
$3.8K – – –
75 76
77
78 79