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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 %
WIA
426
Westbourne Investment Advisors
Maryland
$9.16M +$151K +2,042 +2%
VPIM
427
Vanguard Personalized Indexing Management
California
$9.15M +$993K +13,415 +12%
CL
428
Choreo LLC
Illinois
$9.13M +$447K +6,047 +5%
M
429
MOTCO
Texas
$9.12M -$42.5K -574 -0.5%
CCIA
430
Campbell & Co Investment Adviser
Maryland
$9.09M +$5.91M +79,821 +185%
SSB
431
Sandy Spring Bank
Maryland
$9.04M -$394K -5,321 -4%
TBA
432
Tower Bridge Advisors
Pennsylvania
$9M -$467K -6,316 -5%
BAAM
433
Baker Avenue Asset Management
California
$8.97M +$124K +1,678 +1%
AG
434
Advocate Group
Minnesota
$8.97M -$16.5K -223 -0.2%
Pacer Advisors
435
Pacer Advisors
Pennsylvania
$8.85M +$609K +8,223 +7%
GIBU
436
Gulf International Bank (UK)
United Kingdom
$8.84M +$75.9K +1,025 +0.9%
GIM
437
Grassi Investment Management
California
$8.79M -$66.6K -900 -0.8%
TCCM
438
Timber Creek Capital Management
Massachusetts
$8.73M +$49.8K +673 +0.6%
DILIC
439
Dai-ichi Life Insurance Company
Japan
$8.63M +$532K +7,182 +7%
CS
440
Candriam SCA
Luxembourg
$8.62M +$1.04M +14,022 +14%
ACM
441
Advisors Capital Management
New Jersey
$8.61M +$1.29M +17,483 +18%
EGM
442
Engineers Gate Manager
New York
$8.38M -$2.87M -38,719 -25%
GCM
443
Graham Capital Management
Connecticut
$8.32M +$5.93M +80,112 +248%
TRSOTSOK
444
Teachers Retirement System of the State of Kentucky
Kentucky
$8.18M -$105K -1,417 -1%
MAM
445
Martingale Asset Management
Massachusetts
$8.17M +$7.42M +100,290 +988%
SWM
446
Sendero Wealth Management
Texas
$8.05M -$1.35M -18,202 -14%
CA
447
Cornerstone Advisors
North Carolina
$7.98M +$118K +1,600 +2%
GLA
448
Great Lakes Advisors
Illinois
$7.98M -$217K -2,932 -3%
MIC
449
Means Investment Company
Maine
$7.98M -$23.1K -312 -0.3%
Robeco Institutional Asset Management
450
Robeco Institutional Asset Management
Netherlands
$7.97M +$1.69M +22,802 +27%
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