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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 %
CNBT
726
Canandaigua National Bank & Trust
New York
$2.46M +$155K +2,092 +7%
JIC
727
Johnson Investment Counsel
Ohio
$2.44M -$3.41K -46 -0.1%
1C
728
111 Capital
France
$2.44M +$2.44M +32,940 New
SWA
729
Strata Wealth Advisors
Texas
$2.43M +$4.22K +57 +0.2%
GVAG
730
Great Valley Advisor Group
Delaware
$2.43M +$192K +2,599 +9%
GAM
731
Groupama Asset Management
France
$2.42M +$2.42M +32,781 New
TCPW
732
Twin City Private Wealth
North Carolina
$2.41M -$54.4K -735 -2%
RCA
733
Resonant Capital Advisors
Wisconsin
$2.4M +$42.9K +580 +2%
BFG
734
Beacon Financial Group
Texas
$2.4M -$57.3K -774 -2%
PWM
735
Power Wealth Management
Georgia
$2.39M +$1.47M +19,870 +160%
CRI
736
Commonwealth Retirement Investments
Virginia
$2.38M +$292K +3,952 +14%
SSI
737
Scott & Selber Inc
Texas
$2.37M -$53.7K -725 -2%
KA
738
Kintegral Advisory
New York
$2.37M -$110K -1,491 -4%
LIA
739
LS Investment Advisors
Michigan
$2.36M -$12.1K -163 -0.5%
CIAS
740
Capital Investment Advisory Services
North Carolina
$2.32M -$41.2K -557 -2%
BFS
741
Bard Financial Services
Connecticut
$2.31M – – –
CCWM
742
Correct Capital Wealth Management
Missouri
$2.31M +$54.3K +733 +2%
MAA
743
Mraz Amerine & Associates
California
$2.3M -$39.6K -535 -2%
OAM
744
Ostrum Asset Management
France
$2.29M +$1.11M +15,009 +94%
SAM
745
Silvercrest Asset Management
New York
$2.29M +$132K +1,788 +6%
CT
746
Coastline Trust
Rhode Island
$2.29M -$939K -12,683 -29%
CCM
747
Chaney Capital Management
Washington
$2.27M +$518 +7 +0%
GAM
748
Gotham Asset Management
New York
$2.27M +$53.1K +718 +2%
SC
749
Skylands Capital
Wisconsin
$2.25M -$204K -2,750 -8%
AA
750
Ancora Advisors
Ohio
$2.24M -$52.1K -704 -2%
28 29
30
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