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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 %
FFA
301
First Foundation Advisors
California
$18.1M -$2.85M -38,460 -14%
PHAM
302
Pacific Heights Asset Management
California
$18M -$12.2M -75,000 -41%
PGFC
303
Peapack-Gladstone Financial Corp
New Jersey
$17.9M -$1.52M -20,543 -8%
CWM
304
CIBC World Markets
New York
$17.8M -$3.68M -49,703 -17%
BCAM
305
Boston Common Asset Management
Massachusetts
$17.8M -$8.38M -113,207 -32%
DS
306
Dudley & Shanley
Florida
$17.8M – – –
CPCPP
307
Canada Post Corporation Pension Plan
Canada
$17.7M +$17.7M +239,129 New
MIS
308
Morningstar Investment Services
Illinois
$17.6M -$168M -2,270,530 -91%
OPS
309
Orion Portfolio Solutions
Nebraska
$17.5M +$6.4M +70,126 +57%
BCI
310
Brinker Capital Investments
Pennsylvania
$17.5M +$6.4M +70,126 +57%
Axa
311
Axa
France
$17.3M +$5.5M +74,350 +47%
CCM
312
Cohen Capital Management
California
$16.9M -$11.8K -160 -0.1%
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$16.8M +$5.04M +86,101 +43%
CA
314
Clearstead Advisors
Ohio
$16.6M +$86.6K +1,170 +0.5%
HF
315
HRT Financial
New York
$16.6M +$6.01M +81,156 +57%
BWC
316
Blue Whale Capital
United Kingdom
$16.6M -$1.28M -17,262 -7%
VCM
317
Vivaldi Capital Management
Illinois
$16.5M +$16.5M +200,589 New
MC
318
Maplelane Capital
New York
$16.5M +$16.5M +222,527 New
SA
319
Sanctuary Advisors
Indiana
$16.5M +$204K +2,446 +1%
ACH
320
ArrowMark Colorado Holdings
Colorado
$16.4M – – –
BB
321
Busey Bank
Illinois
$16.3M +$224K +3,025 +1%
LOPW
322
Live Oak Private Wealth
North Carolina
$16.3M -$235K -3,170 -1%
WPW
323
Warther Private Wealth
Ohio
$16.3M +$297K +4,010 +2%
GPC
324
Greenstone Partners & Co
California
$16.2M – – –
Mirae Asset Global Investments
325
Mirae Asset Global Investments
South Korea
$16.2M +$544K +7,746 +3%
11 12
13
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