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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 %
AIM
776
Anchor Investment Management
South Carolina
$2.07M -$611K -8,251 -23%
VNA
777
Valley National Advisers
Pennsylvania
$2.07M -$164K -2,217 -7%
GC
778
Guggenheim Capital
Illinois
$2.06M -$3.79M -51,261 -65%
WC
779
Wynn Capital
Georgia
$2.05M +$21.8K +295 +1%
AWM
780
Avior Wealth Management
Nebraska
$2.04M -$158K -2,140 -7%
RPC
781
Rossmore Private Capital
Connecticut
$2.04M – – –
SWP
782
Strategic Wealth Partners
Ohio
$2.04M +$122K +1,497 +6%
3IP
783
3Chopt Investment Partners
Virginia
$2M -$175K -2,370 -8%
CF
784
Centaurus Financial
California
$1.99M +$112K +1,512 +6%
HSA
785
HBK Sorce Advisory
Pennsylvania
$1.98M +$34.3K +463 +2%
OIAM
786
OFI Invest Asset Management
France
$1.98M +$1.98M +27,683 New
QCM
787
QRG Capital Management
Illinois
$1.98M +$145K +1,954 +8%
PAM
788
Palisade Asset Management
Minnesota
$1.97M -$5.55K -75 -0.3%
HIMS
789
Hager Investment Management Services
New Hampshire
$1.96M +$1.96M +26,491 New
CP
790
CenterBook Partners
Connecticut
$1.96M +$566K +7,647 +41%
FPGT
791
Financial Partners Group (Tennessee)
Tennessee
$1.94M -$318K -4,294 -14%
IAS
792
Investment Advisory Services
Texas
$1.91M -$42K -567 -2%
SIC
793
Salem Investment Counselors
North Carolina
$1.91M -$30.1K -407 -2%
IMRF
794
Illinois Municipal Retirement Fund
Illinois
$1.91M -$603K -8,142 -24%
AL
795
Aspiriant LLC
California
$1.91M +$31.2K +422 +2%
Luther King Capital Management (LKCM)
796
Luther King Capital Management (LKCM)
Texas
$1.9M -$103K -1,393 -5%
CIA
797
Cape Investment Advisory
Georgia
$1.9M +$17.6K +238 +0.9%
HI
798
Horizon Investments
North Carolina
$1.9M +$30.9K +418 +2%
CAM
799
Columbia Asset Management
Michigan
$1.89M +$4K +54 +0.2%
WTC
800
WhitTier Trust Company
Nevada
$1.89M +$356K +4,812 +23%
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