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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
26.15%
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
$1.08B
2
Coatue Management
Coatue Management
New York
$334M
3
Millennium Management
Millennium Management
New York
$440M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$718M
5
Marshall Wace
Marshall Wace
United Kingdom
$309M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.41B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.63B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$474M
4
Bank of America
Bank of America
North Carolina
$991M
5
TP
Theleme Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$720M +$36.5M +493,126 +5%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$718M +$294M +3,974,940 +69%
Goldman Sachs
28
Goldman Sachs
New York
$614M -$74.6M -1,008,141 -11%
AIM
29
Allen Investment Management
New York
$610M -$19M -257,193 -3%
Charles Schwab
30
Charles Schwab
California
$602M +$17.8M +239,968 +3%
Legal & General Group
31
Legal & General Group
United Kingdom
$593M -$7.15M -96,571 -1%
Lazard Asset Management
32
Lazard Asset Management
New York
$552M -$108M -1,464,107 -16%
BAMCO Inc
33
BAMCO Inc
New York
$534M -$3.81M -51,452 -0.7%
RCG
34
Ruane, Cunniff & Goldfarb
New York
$511M -$40.5M -546,806 -7%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$482M +$15.9M +214,696 +3%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$480M -$10.4M -140,466 -2%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$474M -$491M -6,633,066 -51%
Principal Financial Group
38
Principal Financial Group
Iowa
$471M -$22.5M -303,456 -5%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$464M -$58.2M -786,923 -11%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$460M +$219M +2,962,878 +91%
Millennium Management
41
Millennium Management
New York
$440M +$318M +4,291,866 +260%
Ensign Peak Advisors
42
Ensign Peak Advisors
Utah
$424M -$7.33M -99,001 -2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$402M +$5.34M +72,095 +1%
Deutsche Bank
44
Deutsche Bank
Germany
$390M -$95M -1,283,253 -20%
UBS Group
45
UBS Group
Switzerland
$390M +$57M +769,769 +17%
YAM
46
Yacktman Asset Management
Texas
$361M -$39.2M -530,211 -10%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$359M -$1.77M -23,897 -0.5%
FMI
48
Fiduciary Management Inc
Wisconsin
$354M -$18.7M -252,349 -5%
Brown Advisory
49
Brown Advisory
Maryland
$348M -$7.37M -99,617 -2%
PTC
50
Provident Trust Company
Wisconsin
$344M +$23.9M +322,390 +7%
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