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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 %
MME
951
Meag Munich Ergo
Germany
$1.13M +$1.02M +13,794 +889%
GCP
952
GSA Capital Partners
United Kingdom
$1.13M +$1.13M +15,323 New
JFA
953
JNBA Financial Advisors
Minnesota
$1.13M -$7.92K -107 -0.7%
FFG
954
Frisch Financial Group
New York
$1.13M -$86.6K -1,170 -7%
AFG
955
Atomi Financial Group
New York
$1.13M +$182K +2,457 +19%
NAM
956
NorthCrest Asset Manangement
Minnesota
$1.12M -$30K -406 -3%
DIA
957
Dana Investment Advisors
Wisconsin
$1.12M -$33K -446 -3%
Optiver Holding
958
Optiver Holding
Netherlands
$1.12M +$953K +12,883 +578%
FNA
959
First National Advisers
Nebraska
$1.12M -$690K -9,319 -38%
PP
960
Postrock Partners
Oregon
$1.12M +$1.12M +15,078 New
NCM
961
Neumann Capital Management
California
$1.11M +$1.11K +15 +0.1%
GFG
962
Greystone Financial Group
Michigan
$1.11M -$80.8K -1,092 -7%
KLWA
963
Kelly Lawrence W & Associates
California
$1.11M -$151K -2,036 -12%
RMDI
964
R.M. Davis Inc
Maine
$1.11M – – –
HAI
965
Hennessy Advisors Inc
California
$1.1M -$155K -2,100 -12%
RI
966
Ridgewood Investments
New Jersey
$1.1M -$474K -6,404 -30%
LA
967
LexAurum Advisors
Kansas
$1.1M +$104K +1,404 +10%
IAN
968
Integrated Advisors Network
Texas
$1.09M -$161K -2,171 -13%
SI
969
Scharf Investments
California
$1.09M +$1.09M +14,765 New
FIM
970
Fruth Investment Management
Texas
$1.09M – – –
SMC
971
Smith, Moore & Co
Missouri
$1.09M -$74.1K -1,001 -6%
NB
972
Nicolet Bankshares
Wisconsin
$1.08M +$61.6K +832 +6%
AIP
973
Ameritas Investment Partners
Nebraska
$1.08M -$41.8K -565 -4%
SAM
974
Smartleaf Asset Management
Massachusetts
$1.08M +$239K +3,228 +28%
Grantham, Mayo, Van Otterloo & Co (GMO)
975
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.07M -$279K -3,776 -21%
37 38
39
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