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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 %
KRSITF
976
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M -$81.6K -3,141 -7%
TFA
977
Tranquilli Financial Advisor
New Jersey
$1.07M -$17.4K -235 -2%
GG
978
Greenwood Gearhart
Arkansas
$1.07M -$11M -148,487 -91%
UCI
979
Uncommon Cents Investing
Wisconsin
$1.06M -$13K -175 -1%
VWM
980
VCI Wealth Management
Missouri
$1.06M -$627K -8,469 -37%
WPC
981
Wedmont Private Capital
Pennsylvania
$1.06M +$127K +1,751 +14%
DWM
982
Destination Wealth Management
California
$1.06M -$187K -2,524 -15%
IIM
983
Intact Investment Management
Quebec, Canada
$1.06M +$189K +2,560 +22%
SLI
984
Sumitomo Life Insurance
Japan
$1.05M -$32K -433 -3%
CCA
985
Checchi Capital Advisers
California
$1.05M +$27.8K +376 +3%
ICM
986
IMS Capital Management
Oregon
$1.05M -$6.22K -84 -0.6%
FRA
987
Frank Rimerman Advisors
California
$1.04M -$518 -7 -0%
SWA
988
Stratos Wealth Advisors
Ohio
$1.04M -$21.2K -287 -2%
CFG
989
Cooper Financial Group
California
$1.03M +$116K +1,566 +13%
WKWM
990
Walter & Keenan Wealth Management
Indiana
$1.03M +$2.96K +40 +0.3%
SRC
991
Sage Rhino Capital
California
$1.03M -$17.2K -233 -2%
IGAM
992
iA Global Asset Management
Quebec, Canada
$1.02M +$445K +6,017 +77%
JSL
993
JT Stratford LLC
Georgia
$1.02M -$29.6K -400 -3%
CGH
994
CMG Global Holdings
Texas
$1.02M -$291K -3,612 -22%
DI
995
Disciplined Investors
Texas
$1.02M +$1.02M +13,994 New
QI
996
Qtron Investments
Massachusetts
$1.01M – – –
LCM
997
Leisure Capital Management
California
$1.01M -$9.03K -122 -0.9%
SIA
998
Schechter Investment Advisors
Michigan
$1.01M +$78.3K +1,058 +8%
AWM
999
Aviso Wealth Management
Washington
$1.01M -$78K -1,054 -7%
MC
1000
Matisse Capital
Oregon
$1M -$99.1K -1,339 -9%
38 39
40
41 42