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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 %
ACI
851
Alpha Cubed Investments
California
$1.62M -$13.5K -182 -0.8%
PIM
852
Plato Investment Management
Australia
$1.61M +$62.7K +844 +4%
CCA
853
Covey Capital Advisors
Georgia
$1.59M -$129K -1,739 -7%
CNC
854
Citizens & Northern Corp
Pennsylvania
$1.59M +$72.7K +982 +5%
LGA
855
Lebenthal Global Advisors
New York
$1.58M +$350K +4,733 +29%
UB
856
UMB Bank
Missouri
$1.58M +$71.3K +964 +5%
MAS
857
Meeder Advisory Services
Ohio
$1.57M +$2.89K +39 +0.2%
GI
858
GAMMA Investing
California
$1.57M +$217K +2,938 +16%
NHC
859
Nicholas Hoffman & Company
Georgia
$1.55M -$25.5K -344 -2%
HAM
860
Hedges Asset Management
Nevada
$1.55M – – –
PA
861
Profund Advisors
Maryland
$1.55M -$274K -3,696 -15%
CCM
862
Coldstream Capital Management
Washington
$1.55M +$121K +1,641 +9%
WBCM
863
Wilson & Boucher Capital Management
California
$1.55M -$22.2K -300 -1%
BOH
864
Bank of Hawaii
Hawaii
$1.55M +$173K +2,331 +13%
RIL
865
Rothschild Investment LLC
Illinois
$1.54M +$12.4K +168 +0.8%
PAS
866
Park Avenue Securities
New York
$1.54M -$220K -2,970 -12%
NAS
867
Nicolet Advisory Services
Wisconsin
$1.54M +$74.2K +1,019 +5%
VAG
868
VisionPoint Advisory Group
Texas
$1.54M +$56.7K +768 +4%
GAG
869
GM Advisory Group
New York
$1.53M +$55.5K +750 +4%
CSIC
870
Clifford Swan Investment Counsel
California
$1.53M – – –
PFA
871
Professional Financial Advisors
Nebraska
$1.53M +$47.8K +646 +3%
ZIG
872
Zullo Investment Group
Pennsylvania
$1.51M -$23K -311 -2%
ERIC
873
Eagle Rock Investment Company
Georgia
$1.5M – – –
SDIC
874
South Dakota Investment Council
South Dakota
$1.5M – – –
EP
875
Edgestream Partners
New Jersey
$1.5M -$7.33M -99,044 -83%
33 34
35
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