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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 %
PFSRSONJ
326
Police & Firemen's Retirement System of New Jersey
New Jersey
$16.1M +$16.1M +217,296 New
Public Employees Retirement Association of Colorado
327
Public Employees Retirement Association of Colorado
Colorado
$16M +$474K +6,401 +3%
HAM
328
Harber Asset Management
North Carolina
$15.9M -$1.69M -22,773 -10%
CIBC World Market
329
CIBC World Market
Ontario, Canada
$15.7M +$12.3M +166,850 +365%
RWP
330
RWA Wealth Partners
Massachusetts
$15.6M -$184K -2,480 -1%
EHC
331
Everett Harris & Co
California
$15.6M +$81.8K +1,105 +0.5%
GF
332
Goodman Financial
Texas
$15.4M -$69.7K -942 -0.5%
Mirae Asset Global ETFs Holdings
333
Mirae Asset Global ETFs Holdings
Hong Kong
$15.3M +$42.9K +580 +0.3%
BHCM
334
Brevan Howard Capital Management
Jersey
$15.2M +$13.9M +187,448 +1,043%
MMA
335
Mizuho Markets Americas
New York
$15.1M +$15.1M +204,496 New
CIC
336
Cutler Investment Counsel
Oregon
$15M -$295K -3,984 -2%
CRC
337
Curi RMB Capital
Illinois
$14.9M +$27.1K +366 +0.2%
WT
338
Whittier Trust
California
$14.9M -$646K -8,728 -4%
NYLIM
339
New York Life Investment Management
New York
$14.9M +$125K +1,693 +0.9%
CC
340
Cornerstone Capital
California
$14.8M -$2.37M -31,965 -14%
LIM
341
Lathrop Investment Management
Arkansas
$14.8M -$490K -6,615 -3%
GH
342
GAM Holding
Switzerland
$14.8M -$1.25M -16,948 -8%
CIM
343
Courant Investment Management
Tennessee
$14.7M – – –
TCM
344
Tran Capital Management
California
$14.5M +$140K +1,889 +1%
SMDAM
345
Sumitomo Mitsui DS Asset Management
Japan
$14.4M +$1.32M +17,804 +10%
BPA
346
Beacon Pointe Advisors
California
$14.3M +$64.4K +870 +0.5%
YCM
347
Yousif Capital Management
Michigan
$14.2M -$484K -6,537 -3%
NAM
348
Nissay Asset Management
Japan
$14.2M +$782K +10,465 +6%
Balyasny Asset Management
349
Balyasny Asset Management
Illinois
$14.2M +$11.7M +157,846 +461%
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$14.2M -$1.42M -19,249 -9%
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