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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 %
JG
751
Jain Global
New York
$2.23M +$2.23M +30,153 New
MVA
752
Mount Vernon Associates
Maryland
$2.23M – – –
HCCM
753
Hudson Canyon Capital Management
New York
$2.22M – – –
WCBA
754
Weaver C. Barksdale & Associates
Tennessee
$2.21M -$56.5K -763 -2%
ISB
755
Iowa State Bank
Iowa
$2.21M +$102K +1,384 +5%
CAI
756
Capital Advisors Inc
Oklahoma
$2.21M -$3.85K -52 -0.2%
CSC
757
Cove Street Capital
California
$2.21M – – –
VI
758
Vestcor Inc
New Brunswick, Canada
$2.18M -$1.26K -17 -0.1%
AJ
759
Ashburton (Jersey)
Jersey
$2.17M -$8.55M -115,470 -80%
AIC
760
Argus Investors Counsel
New York
$2.17M -$37.6K -508 -2%
FWM
761
Finer Wealth Management
Massachusetts
$2.15M +$139K +1,883 +7%
GRP
762
Global Retirement Partners
California
$2.15M +$85.2K +1,151 +4%
CAMG
763
CWA Asset Management Group
Florida
$2.14M +$20.6K +279 +1%
MYIA
764
Mount Yale Investment Advisors
Colorado
$2.13M +$307K +4,154 +17%
SC
765
Savant Capital
Illinois
$2.11M +$517K +6,981 +32%
SRA
766
Secured Retirement Advisors
Minnesota
$2.11M +$67.4K +911 +3%
IMC Chicago
767
IMC Chicago
Illinois
$2.11M -$11.3K -153 -0.5%
CCP
768
Carmel Capital Partners
California
$2.11M +$132K +1,784 +7%
LIP
769
Lighthouse Investment Partners
Florida
$2.1M +$2.1M +28,368 New
IIC
770
Integrated Investment Consultants
Michigan
$2.1M -$5.62M -75,922 -73%
MCA
771
Martin Capital Advisors
Texas
$2.09M +$740 +10 +0%
BIM
772
Bridges Investment Management
Nebraska
$2.09M +$4.15K +56 +0.2%
XWM
773
Xcel Wealth Management
Florida
$2.09M -$74K -1,000 -3%
CTC
774
Cetera Trust Company
Minnesota
$2.08M +$13K +175 +0.6%
ATPW
775
Ashton Thomas Private Wealth
Arizona
$2.08M -$159K -2,155 -7%
29 30
31
32 33