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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 %
RCM
826
RNC Capital Management
California
$1.75M +$1.75M +23,616 New
AWP
827
Ascent Wealth Partners
New York
$1.74M -$3.55K -48 -0.2%
PWW
828
Pettyjohn Wood & White
Virginia
$1.74M -$43.9K -593 -2%
AWM
829
Avitas Wealth Management
California
$1.73M -$7.48K -101 -0.4%
MC
830
Machina Capital
France
$1.73M +$1.3M +17,549 +301%
RWA
831
Roberts Wealth Advisors
California
$1.72M +$22.8K +309 +1%
DIS
832
Diversified Investment Strategies
Louisiana
$1.72M +$7.4K +100 +0.4%
WAM
833
Wolverine Asset Management
Illinois
$1.72M +$1.7M +23,006 +10,457%
CTA
834
Chesley Taft & Associates
Illinois
$1.71M – – –
FIA
835
Foundations Investment Advisors
Arizona
$1.71M -$33.6K -454 -2%
BP
836
Ballentine Partners
Massachusetts
$1.71M +$90K +1,216 +6%
EWA
837
EverSource Wealth Advisors
Alabama
$1.7M +$23.2K +313 +1%
BAM
838
Broyhill Asset Management
North Carolina
$1.7M +$1.7M +22,989 New
CC
839
Copperleaf Capital
North Carolina
$1.7M +$2.74K +37 +0.2%
TIAA Trust, National Association
840
TIAA Trust, National Association
North Carolina
$1.69M +$79.9K +1,079 +5%
SAG
841
SageView Advisory Group
California
$1.67M +$298K +4,024 +22%
RC
842
RBF Capital
California
$1.66M – – –
MC
843
Moors & Cabot
Massachusetts
$1.66M -$121K -1,636 -7%
HCMT
844
Highland Capital Management (Tennessee)
Tennessee
$1.64M -$473K -6,386 -22%
MSA
845
MUFG Securities Americas
New York
$1.63M +$1.63M +22,067 New
RP
846
Riverwater Partners
Wisconsin
$1.63M -$99.2K -1,341 -6%
IA
847
IFP Advisors
Florida
$1.63M +$5.77K +78 +0.4%
FCBT
848
First Citizens Bank & Trust
North Carolina
$1.62M +$5.77K +78 +0.4%
ESB
849
Essex Savings Bank
Connecticut
$1.62M -$8.88K -120 -0.5%
LBA
850
Letko, Brosseau & Associates
Quebec, Canada
$1.62M – – –
32 33
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