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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 %
PA
701
Parallel Advisors
California
$2.66M -$282K -3,805 -10%
CWM
702
Compass Wealth Management
Connecticut
$2.65M -$145K -1,965 -5%
BCMO
703
Buckingham Capital Management (Ohio)
Ohio
$2.65M +$62.7K +847 +2%
AWM
704
Apollon Wealth Management
South Carolina
$2.64M -$184K -2,484 -6%
WB
705
Webster Bank
Connecticut
$2.63M -$35.2K -475 -1%
SF
706
Summit Financial
New Jersey
$2.62M +$283K +3,828 +12%
GC
707
Grimes & Company
Massachusetts
$2.62M -$228K -3,076 -8%
SCI
708
Stableford Capital II
Arizona
$2.62M -$28.6K -387 -1%
HNB
709
Huntington National Bank
Ohio
$2.6M +$1.03M +13,957 +66%
SI
710
Stephens Inc
Arkansas
$2.6M +$131K +1,774 +5%
ECM
711
Everence Capital Management
Indiana
$2.59M +$241K +3,260 +10%
AF
712
Allworth Financial
California
$2.57M +$526K +6,521 +26%
USAA
713
United Services Automobile Association
Texas
$2.56M – – –
ECM
714
Eisler Capital Management
United Kingdom
$2.55M +$2.55M +34,620 New
KA
715
Kozak & Associates
Colorado
$2.54M -$6.84M -91,819 -73%
IAA
716
Independent Advisor Alliance
North Carolina
$2.54M -$434K -5,861 -15%
DTL
717
Dynamic Technology Lab
Singapore
$2.54M +$2.54M +34,271 New
CWM
718
Chemistry Wealth Management
New York
$2.52M +$62.5K +844 +3%
GGI
719
GPM Growth Investors
Michigan
$2.51M -$139K -1,881 -5%
NSEDCP
720
NJ State Employees Deferred Compensation Plan
New Jersey
$2.5M – – –
SIAP
721
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.49M -$206K -2,789 -8%
MFG
722
Merit Financial Group
Georgia
$2.48M +$1.73M +23,383 +230%
AWS
723
Atria Wealth Solutions
New York
$2.47M +$205K +2,769 +9%
IA
724
IFG Advisory
Georgia
$2.47M -$3.48K -47 -0.1%
AIM
725
Aigen Investment Management
New York
$2.47M +$277K +3,744 +13%
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