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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 %
MBT
926
Montecito Bank & Trust
California
$1.24M – – –
FRM
927
Fox Run Management
Connecticut
$1.23M +$1.23M +16,662 New
AI
928
AXS Investments
New York
$1.23M -$252K -3,403 -17%
BLC
929
Brown, Lisle/Cummings
Rhode Island
$1.23M – – –
NMC
930
Nine Masts Capital
Hong Kong
$1.23M +$1.23M +16,569 New
PWA
931
Providence Wealth Advisors
Illinois
$1.22M -$33.2K -443 -3%
ISFAN
932
Investor's Fiduciary Advisor Network
Washington
$1.22M +$1.22M +16,481 New
QCG
933
Quadrant Capital Group
Ohio
$1.22M -$5.55K -75 -0.5%
TF
934
TLWM Financial
Texas
$1.22M +$51.4K +695 +4%
RFP
935
Root Financial Partners
California
$1.21M +$1.21M +16,346 New
NCFG
936
New Century Financial Group
New Jersey
$1.21M +$1.21M +16,225 New
BS
937
Banco Santander
Spain
$1.21M +$401K +5,413 +50%
AIM
938
Aspen Investment Management
Michigan
$1.2M +$140K +1,886 +13%
CP
939
Canopy Partners
Ohio
$1.2M +$490K +6,615 +69%
BCM
940
Birmingham Capital Management
Alabama
$1.2M -$37K -500 -3%
EFG
941
Embree Financial Group
Illinois
$1.19M -$53.6K -724 -4%
MCM
942
Mainstream Capital Management
California
$1.19M +$12K +162 +1%
IBOK
943
Independence Bank of Kentucky
Kentucky
$1.18M -$38.1K -515 -3%
RA
944
RiverPark Advisors
New York
$1.18M -$76.7K -1,036 -6%
HFS
945
Howard Financial Services
Texas
$1.17M +$6.14K +83 +0.5%
MWP
946
Meriwether Wealth & Planning
Louisiana
$1.17M +$1.17M +15,856 New
WS
947
Wedbush Securities
California
$1.16M +$72.2K +975 +7%
I
948
InceptionR
California
$1.15M +$874K +11,806 +316%
CC
949
Chicago Capital
Illinois
$1.15M +$65.1K +880 +6%
CI
950
Cigna Investments
Connecticut
$1.15M +$4.29K +58 +0.4%
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