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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 %
Aberdeen Group
126
Aberdeen Group
United Kingdom
$87M -$6.01M -81,367 -6%
Retirement Systems of Alabama
127
Retirement Systems of Alabama
Alabama
$86.8M +$4.54M +61,353 +6%
Canada Life
128
Canada Life
Manitoba, Canada
$85.3M -$1.11M -15,016 -1%
Citigroup
129
Citigroup
New York
$85M -$15.7M -212,335 -16%
Korea Investment Corp
130
Korea Investment Corp
South Korea
$84.1M +$23.1M +311,547 +38%
CM
131
Cercano Management
Washington
$84M – – –
Universal-Beteiligungs- und Servicegesellschaft
132
Universal-Beteiligungs- und Servicegesellschaft
Germany
$82.4M +$82.4M +1,112,705 New
MPI
133
Mairs & Power Inc
Minnesota
$81.2M -$8.94M -120,727 -10%
Renaissance Technologies
134
Renaissance Technologies
New York
$80.5M +$10.9M +147,852 +16%
Cerity Partners
135
Cerity Partners
New York
$78.1M -$436K -6,036 -0.6%
CIC
136
Crawford Investment Counsel
Georgia
$78.1M -$2.36M -31,833 -3%
APG Asset Management
137
APG Asset Management
Netherlands
$77.7M +$64.6M +904,430 +495%
CCP
138
Clarkston Capital Partners
Michigan
$75.3M -$334K -4,517 -0.4%
SL
139
Summitry LLC
California
$75.2M +$790K +10,673 +1%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$73.4M +$4.05M +54,716 +6%
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$73.1M +$12.2M +165,312 +20%
MAM
142
Madison Asset Management
Wisconsin
$71.2M -$1.57M -21,170 -2%
MIA
143
Madison Investment Advisors
Wisconsin
$71.2M +$71.2M +961,439 New
Aviva
144
Aviva
United Kingdom
$71M +$30.5M +411,437 +75%
GC
145
Giverny Capital
Quebec, Canada
$70.2M +$900K +12,155 +1%
GT
146
Glenmede Trust
Pennsylvania
$69.7M -$2.95M -39,900 -4%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$69.5M +$13.9M +187,260 +25%
SO
148
STRS Ohio
Ohio
$69.5M +$2.41M +32,628 +4%
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$69.4M +$2.97M +40,124 +4%
TIM
150
Thornburg Investment Management
New Mexico
$69.3M -$4.25M -57,465 -6%
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