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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 %
JSA
376
Jacobson & Schmitt Advisors
Wisconsin
$12M +$53.1K +718 +0.4%
TF
377
Talbot Financial
Washington
$12M -$115K -1,559 -1%
MC
378
Montag & Caldwell
Georgia
$12M +$882K +11,916 +8%
MWM
379
Modera Wealth Management
New Jersey
$11.9M -$329K -4,451 -3%
Walleye Trading
380
Walleye Trading
New York
$11.9M +$11.9M +160,671 New
PWM
381
Perigon Wealth Management
California
$11.9M -$85.3K -1,130 -0.7%
FA
382
Financial Avengers
California
$11.8M -$648K -8,761 -5%
LC
383
Lakehouse Capital
Australia
$11.6M – – –
Group One Trading
384
Group One Trading
Illinois
$11.5M +$55.7K +752 +0.5%
Pathstone Holdings
385
Pathstone Holdings
New Jersey
$11.5M -$2.65M -35,754 -19%
SPIA
386
Steward Partners Investment Advisory
New York
$11.3M +$676K +9,130 +6%
BPC
387
Banque Pictet & Cie
Switzerland
$11.3M +$37.7K +510 +0.3%
EI
388
Ethic Inc
New York
$11.3M +$1.51M +20,377 +15%
WIA
389
World Investment Advisors
California
$11.2M +$694K +9,378 +7%
SCA
390
Snowden Capital Advisors
New York
$11.2M +$232K +3,132 +2%
KAS
391
Kestra Advisory Services
Texas
$11.2M -$13.7M -185,496 -55%
ECM
392
Evergreen Capital Management
Washington
$11.1M +$12.1K +164 +0.1%
ECM
393
Elgethun Capital Management
South Dakota
$10.9M +$150K +2,027 +1%
EMPI
394
Elo Mutual Pension Insurance
Finland
$10.8M +$184K +2,492 +2%
AC
395
Addenda Capital
Quebec, Canada
$10.7M +$91.6K +1,237 +0.9%
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$10.7M -$1.55M -20,993 -13%
VCAM
397
Van Cleef Asset Management
Ohio
$10.7M -$44.3K -599 -0.4%
GLR
398
Great Lakes Retirement
Ohio
$10.5M -$30K -405 -0.3%
MSU
399
Mizuho Securities USA
New York
$10.5M +$3.32M +44,813 +46%
AI
400
Atria Investments
North Carolina
$10.4M -$1.22M -16,543 -10%
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