SCHW icon

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 %
ECM
1401
Exchange Capital Management
Michigan
$372K +$24.1K +326 +7%
ICM
1402
Islay Capital Management
Texas
$371K +$17.4K +235 +5%
VCM
1403
Viewpoint Capital Management
Washington
$370K – – –
FIB
1404
First Interstate Bank
Montana
$368K -$4.22M -57,079 -92%
AA
1405
Alta Advisers
United Kingdom
$368K +$71.8K +970 +24%
GWM
1406
Gray Wealth Management
Maine
$367K -$27.8K -375 -7%
KP
1407
Keel Point
Alabama
$367K -$7.92K -107 -2%
PA
1408
PharVision Advisers
Florida
$366K +$366K +4,950 New
GWMR
1409
GC Wealth Management RIA
Massachusetts
$364K -$359K -4,847 -50%
OA
1410
Operose Advisors
Wisconsin
$364K -$621K -8,389 -63%
HFS
1411
Hopwood Financial Services
Virginia
$363K +$363K +4,906 New
HWA
1412
HHM Wealth Advisors
Tennessee
$361K +$148K +2,000 +69%
ACM
1413
Aljian Capital Management
Nevada
$361K +$370 +5 +0.1%
TPCW
1414
TD Private Client Wealth
New York
$360K -$54.5K -736 -13%
PA
1415
Procyon Advisors
Connecticut
$359K +$104K +1,411 +41%
PBK
1416
Peoples Bank (Kansas)
Kansas
$357K -$7.4K -100 -2%
SIMG
1417
Sonora Investment Management Group
Arizona
$356K -$11.8K -160 -3%
BMCM
1418
Bryn Mawr Capital Management
Pennsylvania
$356K +$356K +4,806 New
BOSSRA
1419
B.O.S.S. Retirement Advisors
Utah
$355K +$355K +4,803 New
GKIM
1420
GW&K Investment Management
Massachusetts
$354K -$786K -10,613 -69%
HS
1421
Horan Securities
United States
$354K +$4.81K +65 +1%
BA
1422
Bellwether Advisors
Nebraska
$353K +$353K +4,770 New
IAMOG
1423
Investors Asset Management of Georgia
Georgia
$353K +$9.4K +127 +3%
FI
1424
FWG Investments
Kentucky
$351K +$4.15K +56 +1%
FPAS
1425
Focus Partners Advisor Solutions
Missouri
$350K +$350K +4,735 New
55 56
57
58 59