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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 %
ET
1001
Equitable Trust
Tennessee
$999K +$814 +11 +0.1%
TWA
1002
TCI Wealth Advisors
Arizona
$998K -$173K -2,343 -15%
FFC
1003
First Financial Corp
Indiana
$994K -$27.6K -373 -3%
Connor, Clark & Lunn Investment Management (CC&L)
1004
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$993K -$11M -148,750 -92%
CIA
1005
Concurrent Investment Advisors
Florida
$993K -$370 -5 -0%
HA
1006
Hamel Associates
New Jersey
$991K – – –
BMCM
1007
Burns Matteson Capital Management
New York
$987K -$47.3K -639 -5%
HR
1008
Hardy Reed
Mississippi
$979K +$12.3K +166 +1%
PMSA
1009
Patrick M. Sweeney & Associates
Illinois
$978K – – –
AWM
1010
Axxcess Wealth Management
California
$977K +$406K +5,483 +71%
ONB
1011
Old National Bancorp
Indiana
$977K +$55.4K +749 +6%
LSAG
1012
Lake Street Advisors Group
New Hampshire
$976K +$23.5K +317 +2%
WPW
1013
Waldron Private Wealth
Pennsylvania
$976K +$6.51K +88 +0.7%
ACA
1014
Aptus Capital Advisors
Alabama
$973K +$179K +2,416 +23%
FSA
1015
Franklin Street Advisors
North Carolina
$972K -$62.4K -844 -6%
CNTOF
1016
Canandaigua National Trust of Florida
New York
$969K -$9.25K -125 -0.9%
RFC
1017
Regions Financial Corp
Alabama
$965K -$67.8K -916 -7%
EFS
1018
Essex Financial Services
Connecticut
$961K -$35K -473 -4%
FCFC
1019
First Commonwealth Financial Corp
Pennsylvania
$961K +$38.4K +519 +4%
ORC
1020
O'Rourke & Company
Massachusetts
$959K +$10.5K +142 +1%
JFGIW
1021
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$958K -$503K -6,080 -34%
DS
1022
DRW Securities
Illinois
$954K +$436K +5,891 +84%
HWA
1023
HCR Wealth Advisors
California
$951K -$9.7K -131 -1%
NA
1024
Nautilus Advisors
California
$950K +$950K +12,831 New
FCA
1025
FLC Capital Advisors
California
$949K -$41.4K -559 -4%
39 40
41
42 43