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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
26.15%
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
$1.08B
2
Coatue Management
Coatue Management
New York
$334M
3
Millennium Management
Millennium Management
New York
$440M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$718M
5
Marshall Wace
Marshall Wace
United Kingdom
$309M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.41B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.63B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$474M
4
Bank of America
Bank of America
North Carolina
$991M
5
TP
Theleme Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Pension Service
76
National Pension Service
South Korea
$208M +$34.4K +465 +0%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$207M +$51.9M +700,701 +33%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$205M -$4.95M -66,851 -2%
CB
79
Cooke & Bieler
Pennsylvania
$203M -$10.1M -135,910 -5%
Wells Fargo
80
Wells Fargo
California
$202M -$14.5M -195,380 -7%
FWIA
81
Fort Washington Investment Advisors
Ohio
$192M +$5.29M +71,465 +3%
Raymond James Financial
82
Raymond James Financial
Florida
$190M +$190M +2,564,401 New
VAM
83
Veritas Asset Management
United Kingdom
$186M +$186M +2,508,436 New
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$186M +$7.27M +98,183 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$185M +$81.5M +1,100,600 +78%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$182M +$18M +241,685 +11%
US Bancorp
87
US Bancorp
Minnesota
$180M +$6.73M +90,985 +4%
SCM
88
Sterling Capital Management
North Carolina
$167M +$1.19M +16,041 +0.7%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$165M -$51.1M -690,520 -24%
MIP
90
Mondrian Investment Partners
United Kingdom
$164M +$11.4M +138,085 +7%
KBC Group
91
KBC Group
Belgium
$158M +$103M +1,392,255 +187%
BMO
92
Beck Mack & Oliver
New York
$157M +$2.22M +29,993 +1%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$156M -$19.9M -268,626 -11%
Citadel Advisors
94
Citadel Advisors
Florida
$155M +$28.3M +382,009 +22%
Bank Julius Baer & Co
95
Bank Julius Baer & Co
Switzerland
$152M +$11.1M +141,254 +8%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$151M -$3.18M -42,977 -2%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$142M -$37.8M -509,504 -21%
A
98
AustralianSuper
Australia
$141M +$14.6M +197,545 +12%
Truist Financial
99
Truist Financial
North Carolina
$141M +$4.39M +59,361 +3%
NPCM
100
North Peak Capital Management
New York
$138M -$2.91M -39,259 -2%
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