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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
876
Riverpark Capital Management
New York
$1.5M -$93K -1,257 -6%
VIP
877
Vista Investment Partners
Oklahoma
$1.49M -$18.5K -250 -1%
ASN
878
Advisory Services Network
Georgia
$1.49M -$567K -7,664 -28%
MYLI
879
Meiji Yasuda Life Insurance
Japan
$1.49M – – –
GA
880
Greenhaven Associates
New York
$1.48M – – –
IA
881
Inspire Advisors
Idaho
$1.47M +$50.2K +678 +4%
Jones Financial Companies
882
Jones Financial Companies
Missouri
$1.46M +$313K +4,230 +27%
JWM
883
Jeppson Wealth Management
California
$1.46M -$25.9K -350 -2%
HBT
884
Hills Bank & Trust
Iowa
$1.46M +$96.8K +1,308 +7%
CSP
885
Cary Street Partners
Virginia
$1.45M +$1.45M +19,654 New
FFM
886
Forum Financial Management
Illinois
$1.45M +$173K +2,336 +14%
BCG
887
BayBridge Capital Group
California
$1.45M +$22.9K +309 +2%
CHC
888
City Holding Co
West Virginia
$1.44M -$375K -5,069 -21%
SAI
889
Savvy Advisors Inc
New York
$1.44M +$1.03M +13,879 +252%
KF
890
Krilogy Financial
Missouri
$1.43M +$26.9K +364 +2%
PCIA
891
Prime Capital Investment Advisors
Kansas
$1.42M +$12.9K +174 +0.9%
HPC
892
HM Payson & Co
Maine
$1.42M -$143K -1,934 -9%
RGI
893
River Global Investors
United Kingdom
$1.41M -$1.02M -13,808 -42%
GM
894
GeoWealth Management
Illinois
$1.41M +$232K +3,134 +20%
RCM
895
RMR Capital Management
California
$1.4M -$211K -2,856 -13%
MFG
896
MidWestOne Financial Group
Iowa
$1.4M -$293K -3,958 -17%
FDS
897
First Dallas Securities
Texas
$1.39M +$26K +352 +2%
KFSC
898
Keystone Financial Services (Colorado)
Colorado
$1.38M +$22.9K +310 +2%
BF
899
BOK Financial
Oklahoma
$1.38M -$403K -5,535 -23%
FFN
900
Focus Financial Network
Minnesota
$1.37M -$103K -1,394 -7%
34 35
36
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