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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 %
MFGM
1526
Marshall Financial Group (Maryland)
Maryland
$274K +$2.59K +35 +1%
AG
1527
AIA Group
Hong Kong
$274K +$274K +3,696 New
QFA
1528
Quantum Financial Advisors
California
$273K – – –
FCMT
1529
Founders Capital Management (Texas)
Texas
$272K – – –
FLII
1530
First Long Island Investors
New York
$272K +$27.8K +375 +11%
AIP
1531
Almanack Investment Partners
Pennsylvania
$272K – – –
CHP
1532
Cable Hill Partners
Oregon
$272K +$444 +6 +0.2%
CCG
1533
Catalina Capital Group
California
$271K -$15K -202 -5%
CK
1534
Cohen Klingenstein
New York
$271K – – –
PF
1535
Prosperitas Financial
California
$268K -$9.25K -125 -3%
ST
1536
Smithfield Trust
Pennsylvania
$268K -$52.5K -718 -16%
ACIM
1537
Azimuth Capital Investment Management
Michigan
$268K – – –
FRA
1538
Front Row Advisors
California
$267K -$814 -11 -0.3%
EWA
1539
Exencial Wealth Advisors
Oklahoma
$266K -$32K -432 -11%
CWP
1540
Cyndeo Wealth Partners
Florida
$266K – – –
PCS
1541
Private Client Services
Kentucky
$266K +$148 +2 +0.1%
SCP
1542
Sivia Capital Partners
California
$266K +$2.37K +32 +0.9%
HTIM
1543
Harbour Trust & Investment Management
Indiana
$264K – – –
PCH
1544
PGIM Custom Harvest
New Jersey
$262K +$262K +3,543 New
FIM
1545
Freedom Investment Management
Connecticut
$260K -$69.1K -933 -21%
OQS
1546
Occudo Quantitative Strategies
Florida
$259K -$27.8K -376 -10%
Edgewood Management
1547
Edgewood Management
Connecticut
$259K – – –
WCM
1548
Wisconsin Capital Management
Wisconsin
$259K – – –
LCM
1549
LCM Capital Management
Illinois
$258K – – –
WIM
1550
WealthPlan Investment Management
Nebraska
$258K -$142K -1,925 -36%
60 61
62
63 64