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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
26.15%
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 %
Loomis, Sayles & Company
2051
Loomis, Sayles & Company
Massachusetts
– -$36K -550 Closed
FIA
2052
FNY Investment Advisers
New York
– -$32K -500 Closed
FCM
2053
Fourpath Capital Management
Oklahoma
– -$31.2K -482 Closed
JIP
2054
Jaffetilchin Investment Partners
Florida
– -$25.8K -399 Closed
CPA
2055
Capital Performance Advisors
California
– -$24.8K -383 Closed
FAM
2056
Flaharty Asset Management
Florida
– -$19K -293 Closed
SHIM
2057
Stone House Investment Management
Pennsylvania
– -$17.4K -269 Closed
DCP
2058
DSM Capital Partners
Florida
– -$16.7K -258 Closed
FNWA
2059
Financial Network Wealth Advisors
Utah
– -$13.7K -211 Closed
CWM
2060
CarsonAllaria Wealth Management
Illinois
– -$9.79K -151 Closed
GGI
2061
Godsey & Gibb Inc
Virginia
– -$9.01K -139 Closed
HGERS
2062
Householder Group Estate & Retirement Specialist
Arizona
– -$6K -102 Closed
RWM
2063
Reston Wealth Management
Virginia
– -$6.48K -100 Closed
FDCP
2064
Foster Dykema Cabot & Partners
Massachusetts
– -$5.38K -83 Closed
FCAS
2065
First Command Advisory Services
Texas
– -$3.56K -55 Closed
CPA
2066
Clear Point Advisors
New York
– -$3.32K -51 Closed
PCWA
2067
Pacific Capital Wealth Advisors
California
– -$3.24K -50 Closed
PW
2068
Paladin Wealth
Minnesota
– -$2.4K -37 Closed
CA
2069
Claris Advisors
Missouri
– -$1.17K -18 Closed
PS
2070
Planned Solutions
California
– -$1.09K -17 Closed
CWM
2071
Cedar Wealth Management
California
– -$648 -10 Closed
EPW
2072
Evergreen Private Wealth
Colorado
– -$130 -2 Closed
DWM
2073
Dogwood Wealth Management
Kansas
– -$14 – –
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