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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 %
B
1676
Birchbrook
Maine
$180K -$3.7K -50 -2%
EFG
1677
Ethos Financial Group
Pennsylvania
$179K +$179K +2,413 New
DMBA
1678
Deseret Mutual Benefit Administrators
Utah
$178K -$12.1K -164 -6%
ADL
1679
Asset Dedication LLC
California
$178K +$888 +12 +0.5%
JEST
1680
JTC Employer Solutions Trustee
Jersey
$174K – – –
GBT
1681
Grove Bank & Trust
Florida
$173K +$12.1K +163 +7%
SC
1682
Stance Capital
Massachusetts
$172K +$172K +2,319 New
EB
1683
Eastern Bank
Massachusetts
$171K +$46.5K +628 +37%
LI
1684
LRI Investments
Florida
$168K – – –
OC
1685
Oakworth Capital
Alabama
$167K – – –
SS
1686
SBI Securities
Japan
$167K +$167K +2,254 New
AAP
1687
Arax Advisory Partners
Colorado
$166K +$64K +865 +63%
BTD
1688
BankPlus Trust Department
Mississippi
$165K +$165K +2,234 New
BIA
1689
Bell Investment Advisors
California
$164K -$888 -12 -0.5%
CAS
1690
Coppell Advisory Solutions
Texas
$159K +$41.8K +563 +36%
FA
1691
Fedenia Advisers
Wisconsin
$157K +$157K +2,126 New
CCG
1692
Ceeto Capital Group
Florida
$157K -$55.4K -750 -26%
UIA
1693
Ulland Investment Advisors
Minnesota
$155K -$5.54K -75 -3%
HNB
1694
Hilltop National Bank
Wyoming
$149K -$3.11K -42 -2%
PK
1695
Pflug Koory
Nebraska
$145K +$74 +1 +0.1%
CWP
1696
Concord Wealth Partners
Virginia
$143K -$4.66K -63 -3%
ECM
1697
Estabrook Capital Management
New York
$140K – – –
BC
1698
Bayforest Capital
United Kingdom
$140K +$140K +1,886 New
CCA
1699
Catalyst Capital Advisors
New York
$134K -$80.7K -1,090 -38%
HIA
1700
Harbor Investment Advisory
Maryland
$134K -$758 -45 -0.6%
66 67
68
69 70