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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 %
HKIMG
1076
Hutchens & Kramer Investment Management Group
Indiana
$825K -$70.2K -948 -8%
CA
1077
Commerzbank Aktiengesellschaft
Germany
$824K -$546K -7,374 -40%
RSVP
1078
Ramsay Stattman Vela & Price
Colorado
$823K +$128K +1,735 +18%
FFA
1079
Farther Finance Advisors
California
$820K -$1.2M -16,274 -60%
NA
1080
Navellier & Associates
Nevada
$818K +$219K +2,955 +36%
NJIM
1081
Nabity-Jensen Investment Management
Nebraska
$815K -$6.96K -94 -0.8%
CG
1082
Cynosure Group
Utah
$813K -$36.5K -493 -4%
SRWM
1083
Shira Ridge Wealth Management
California
$812K – – –
AMM
1084
American Money Management
California
$810K -$5.05M -68,298 -86%
MWM
1085
Modern Wealth Management
Kansas
$808K +$440K +5,939 +119%
SIC
1086
SJS Investment Consulting
Ohio
$801K +$40.9K +552 +5%
BC
1087
Bridgefront Capital
Texas
$798K +$798K +10,781 New
EAM
1088
Eschler Asset Management
United Kingdom
$794K +$28.1K +379 +4%
SS
1089
Sunbelt Securities
Texas
$790K -$19.3K -261 -2%
TFS
1090
Thoroughbred Financial Services
Tennessee
$789K -$18.6K -251 -2%
CFM
1091
Capricorn Fund Managers
United Kingdom
$788K +$788K +10,665 New
HHAA
1092
Henry H. Armstrong Associates
Pennsylvania
$784K -$518K -7,000 -40%
GAM
1093
Gemmer Asset Management
California
$782K +$6K +81 +0.8%
JF
1094
Jericho Financial
Ohio
$781K +$781K +10,548 New
MAM
1095
Mystic Asset Management
Rhode Island
$777K +$40K +541 +5%
VPW
1096
Variant Private Wealth
Virginia
$774K +$774K +10,452 New
MIM
1097
Moseley Investment Management
Florida
$773K – – –
P
1098
Pitcairn
Pennsylvania
$765K +$31.2K +421 +4%
IIA
1099
Integral Investment Advisors
California
$763K -$53.9K -728 -7%
LRIA
1100
Leonard Rickey Investment Advisors
Washington
$754K +$142K +1,912 +23%
42 43
44
45 46