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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 %
TAM
901
Trust Asset Management
Texas
$1.37M – – –
FTWA
902
Fifth Third Wealth Advisors
Ohio
$1.36M +$280K +3,789 +26%
NCM
903
Next Capital Management
New York
$1.36M -$744K -10,054 -35%
PAM
904
Panagora Asset Management
Massachusetts
$1.35M -$266K -3,590 -16%
CAM
905
Cidel Asset Management
Ontario, Canada
$1.35M – – –
BW
906
BIP Wealth
Georgia
$1.35M +$14.6K +197 +1%
HC
907
Hara Capital
Washington
$1.34M +$627K +8,472 +88%
SFO
908
Stenger Family Office
Illinois
$1.32M +$1.32M +17,813 New
SAM
909
Shell Asset Management
Netherlands
$1.32M -$18.1K -245 -1%
JLBC
910
J.L. Bainbridge & Co
Florida
$1.31M -$3.7K -50 -0.3%
AAM
911
Advisors Asset Management
Colorado
$1.31M -$87.7K -1,185 -6%
MWC
912
MBM Wealth Consultants
Missouri
$1.31M +$46.1K +625 +4%
HAM
913
Hickory Asset Management
Ohio
$1.3M +$1.3M +17,584 New
SG
914
StoneX Group
New York
$1.3M +$1.3M +17,581 New
RWM
915
Ritholtz Wealth Management
New York
$1.3M +$106K +1,429 +9%
GAA
916
Guardian Asset Advisors
Pennsylvania
$1.3M -$65.4K -885 -5%
CHAM
917
Clear Harbor Asset Management
Connecticut
$1.3M -$740 -10 -0.1%
Nomura Holdings
918
Nomura Holdings
Japan
$1.29M -$10.7M -143,912 -89%
FNBT
919
FineMark National Bank & Trust
Florida
$1.29M +$1.04K +14 +0.1%
TP
920
Tranquility Partners
Tennessee
$1.29M -$67.4K -911 -5%
EWM
921
Elmwood Wealth Management
California
$1.28M +$178K +2,405 +16%
QIM
922
Quantitative Investment Management
Virginia
$1.28M +$748K +10,113 +141%
AWA
923
Aaron Wealth Advisors
Illinois
$1.27M +$155K +2,096 +14%
GAMC
924
Garner Asset Management Corp
Texas
$1.27M -$63.4K -857 -5%
CWA
925
Crux Wealth Advisors
California
$1.25M +$1.25M +16,888 New
35 36
37
38 39