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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 %
BBVA
451
Banco Bilbao Vizcaya Argentaria
Spain
$7.9M -$3.8M -51,299 -32%
TRCT
452
Tower Research Capital (TRC)
New York
$7.86M +$5.16M +69,720 +191%
Wealthfront Advisers
453
Wealthfront Advisers
California
$7.85M +$1.07M +14,432 +16%
PP
454
Patten & Patten
Tennessee
$7.84M +$134K +1,805 +2%
KCG
455
Kinsale Capital Group
Virginia
$7.81M +$812K +10,976 +12%
AP
456
Americana Partners
Texas
$7.78M +$7.2M +97,244 +1,229%
AF
457
Avanza Fonder
Sweden
$7.76M +$7.76M +104,890 New
EWM
458
Empirical Wealth Management
Washington
$7.76M +$265K +3,587 +4%
BWP
459
Baldwin Wealth Partners
Massachusetts
$7.69M -$695K -9,394 -8%
KIA
460
KCM Investment Advisors
California
$7.68M -$87.6K -1,184 -1%
GT
461
Glenview Trust
Kentucky
$7.63M +$26.5K +358 +0.3%
KRS
462
Kentucky Retirement Systems
Kentucky
$7.6M -$105K -1,414 -1%
SFA
463
Spectrum Financial Alliance
Kentucky
$7.58M -$354K -4,779 -4%
DWT
464
Dorsey & Whitney Trust
South Dakota
$7.57M -$47.4K -640 -0.6%
KBFS
465
Kohmann Bosshard Financial Services
Ohio
$7.51M -$547K -7,387 -7%
CFG
466
Citizens Financial Group
Rhode Island
$7.47M +$110K +1,490 +1%
P
467
&Partners
Tennessee
$7.45M +$2.78M +37,285 +60%
RC
468
Roundview Capital
New Jersey
$7.41M +$67.4K +911 +0.9%
NCM
469
Nearwater Capital Markets
Ireland
$7.4M +$7.4M +100,000 New
FHB
470
First Hawaiian Bank
Hawaii
$7.33M -$2.44K -33 -0%
GWM
471
Geneos Wealth Management
Colorado
$7.33M +$11.2K +151 +0.2%
RAM
472
Redmond Asset Management
Virginia
$7.31M -$455K -6,151 -6%
CCP
473
Clough Capital Partners
Massachusetts
$7.3M -$2.32M -31,410 -24%
LI
474
Lafayette Investments
Maryland
$7.27M +$35.5K +480 +0.5%
PAG
475
Private Advisor Group
New Jersey
$7.26M +$320K +4,317 +5%
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