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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 %
MOS
626
MGO One Seven
Ohio
$3.62M -$5.03K -68 -0.1%
SCM
627
SOL Capital Management
Maryland
$3.62M -$458K -6,185 -11%
BCM
628
Bayesian Capital Management
New York
$3.62M -$3.86M -52,200 -52%
LBWM
629
Left Brain Wealth Management
Illinois
$3.6M -$486K -6,565 -12%
LA
630
LBP AM
France
$3.6M +$3.6M +48,584 New
SA
631
SAM Advisors
California
$3.58M +$14.4K +195 +0.4%
PAM
632
Paradigm Asset Management
New York
$3.58M +$2.45M +33,100 +217%
MW
633
Maia Wealth
Colorado
$3.56M +$367K +4,450 +11%
MCC
634
Malaga Cove Capital
California
$3.53M -$16.3K -220 -0.5%
OIA
635
OneDigital Investment Advisors
Kansas
$3.52M +$491K +6,636 +16%
AC
636
Allstate Corporation
Illinois
$3.51M +$3.51M +47,483 New
NMIMC
637
Northwestern Mutual Investment Management Company
Wisconsin
$3.51M +$8.66K +117 +0.2%
VA
638
Vident Advisory
Georgia
$3.49M +$1.11M +14,987 +47%
PC
639
Permanens Capital
New York
$3.48M – – –
TMAM
640
Tokio Marine Asset Management
Japan
$3.43M +$289K +3,899 +9%
MA
641
Modus Advisors
Minnesota
$3.42M +$73.5K +993 +2%
ECAM
642
East Coast Asset Management
Massachusetts
$3.4M -$336K -4,545 -9%
CWI
643
Conscious Wealth Investments
Florida
$3.39M +$30K +393 +0.9%
HWM
644
HB Wealth Management
Georgia
$3.37M -$118K -1,589 -3%
WANY
645
Wealthspire Advisors (New York)
New York
$3.35M +$91.2K +1,232 +3%
CC
646
Courier Capital
New York
$3.34M -$36.8K -497 -1%
CWM
647
Cabot Wealth Management
Massachusetts
$3.33M -$24.1K -326 -0.7%
Wolverine Trading
648
Wolverine Trading
Illinois
$3.33M -$3.43M -46,346 -51%
SC
649
Sepio Capital
Utah
$3.32M -$288K -3,886 -8%
GSWM
650
Greenup Street Wealth Management
Michigan
$3.32M +$292K +3,946 +10%
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