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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 %
1832 Asset Management
501
1832 Asset Management
Ontario, Canada
$6.41M -$1.36M -18,360 -17%
LG
502
LaFleur & Godfrey
Michigan
$6.4M -$59.6K -805 -0.9%
PAG
503
Private Advisory Group
Washington
$6.36M +$288K +3,887 +5%
BHPW
504
Beverly Hills Private Wealth
California
$6.31M +$429K +5,793 +7%
SCM
505
SKBA Capital Management
California
$6.28M -$2.25M -30,400 -26%
WWA
506
WCG Wealth Advisors
Nevada
$6.28M +$361K +4,878 +6%
MA
507
Mezzasalma Advisors
New Jersey
$6.25M +$65.9K +890 +1%
MFAM
508
Motley Fool Asset Management
Virginia
$6.17M +$718K +9,700 +13%
CCG
509
Cloverfields Capital Group
Minnesota
$6.15M -$49.3K -666 -0.8%
MGP
510
Metis Global Partners
California
$6.02M +$369K +4,990 +7%
IPAM
511
ICICI Prudential Asset Management
India
$6M – – –
PTCG
512
Pring Turner Capital Group
California
$5.97M +$393K +5,314 +7%
LSERS
513
Louisiana State Employees Retirement System
Louisiana
$5.95M -$274K -3,700 -4%
SAM
514
Securian Asset Management
Minnesota
$5.95M -$169K -2,280 -3%
MSRPS
515
Maryland State Retirement & Pension System
Maryland
$5.92M -$440K -5,946 -7%
MYAM
516
Meiji Yasuda Asset Management
Japan
$5.9M +$278K +3,750 +5%
ANTB
517
AMG National Trust Bank
Colorado
$5.87M -$81.6K -1,103 -1%
MIF
518
Mediolanum International Funds
Ireland
$5.83M -$13.1M -177,185 -69%
SC
519
Scotia Capital
Ontario, Canada
$5.8M +$697K +9,415 +14%
IC
520
IEQ Capital
California
$5.75M +$1.41M +19,020 +32%
SW
521
SteelPeak Wealth
California
$5.73M +$127K +1,710 +2%
QCM
522
Qsemble Capital Management
New York
$5.73M +$4.95M +66,895 +635%
CB
523
Commerce Bank
Missouri
$5.72M +$10.9K +147 +0.2%
MIM
524
Marco Investment Management
Georgia
$5.71M – – –
CDDEC
525
Caisse Des Depots Et Consignations
France
$5.7M +$5.7M +77,047 New
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