SCHW icon

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
$1.08B
2
Coatue Management
Coatue Management
New York
$334M
3
Millennium Management
Millennium Management
New York
$440M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$718M
5
Marshall Wace
Marshall Wace
United Kingdom
$309M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.41B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.63B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$474M
4
Bank of America
Bank of America
North Carolina
$991M
5
TP
Theleme Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1926
Tidemark
California
$3.78K – – –
TCM
1927
TD Capital Management
Tennessee
$3.56K +$3.56K +48 New
BSB
1928
Bangor Savings Bank
Maine
$3.4K – – –
WCM
1929
Westend Capital Management
California
$3.33K – – –
PS
1930
PayPay Securities
Japan
$3.18K – – –
Q1WB
1931
Quest 10 Wealth Builders
Virginia
$3.18K +$3.18K +43 New
BBPWM
1932
Blue Bell Private Wealth Management
Pennsylvania
$3.15K +$1.69K +23 +115%
HFS
1933
HBC Financial Services
Washington
$3K – – –
AG
1934
AmeriFlex Group
Nevada
$2.98K +$2.98K +36 New
MFG
1935
Mendota Financial Group
Wisconsin
$2.96K -$133K -1,791 -98%
RWM
1936
Ruedi Wealth Management
Illinois
$2.96K – – –
RJA
1937
Ross\Johnson & Associates
Minnesota
$2.96K +$2.96K +40 New
HI
1938
Hoey Investments
Pennsylvania
$2.89K – – –
ACM
1939
Anfield Capital Management
California
$2.89K +$2.89K +39 New
WW
1940
Winnow Wealth
Texas
$2.55K +$2.55K +35 New
1IA
1941
1620 Investment Advisors
Massachusetts
$2.44K +$1.18K +16 +94%
NRG
1942
Nemes Rush Group
Michigan
$2.44K +$2.44K +33 New
SAM
1943
Synergy Asset Management
Washington
$2.4K +$2.4K +37 New
WA
1944
WestEnd Advisors
North Carolina
$2.29K +$222 +3 +11%
SIS
1945
Strategic Investment Solutions
Illinois
$2.23K -$7.32K -105 -77%
DF
1946
DecisionPoint Financial
Arizona
$2.09K – – –
OSNBOA
1947
Old Second National Bank of Aurora
Illinois
$1.7K +$1.7K +23 New
DFA
1948
DHJJ Financial Advisors
Illinois
$1.5K – – –
CFFP
1949
Center for Financial Planning
Michigan
$1.48K -$7.26K -98 -83%
KB
1950
Kimelman & Baird
New York
$1.41K – – –
76 77
78
79 80