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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 %
FMII
1701
Farmers & Merchants Investments Inc
Nebraska
$134K – – –
HFM
1702
Hartford Financial Management
Connecticut
$133K – – –
TCOV
1703
Trust Company of Vermont
Vermont
$133K +$15.7K +212 +13%
AIM
1704
Acropolis Investment Management
Missouri
$132K – – –
OWP
1705
ORG Wealth Partners
Texas
$129K +$81.9K +1,107 +174%
CWM
1706
Cranbrook Wealth Management
Michigan
$129K +$28.1K +380 +28%
CSB
1707
City State Bank
Iowa
$125K -$1.11K -15 -0.9%
TFIPS
1708
Towarzystwo Funduszy Inwestycyjnych PZU SA
$121K +$24.4K +330 +25%
ACM
1709
Aster Capital Management
United Arab Emirates
$119K +$81K +1,094 +214%
DAM
1710
Delta Asset Management
Tennessee
$118K – – –
DCM
1711
Disciplina Capital Management
Tennessee
$117K – – –
PFP
1712
Pinnacle Financial Partners
Tennessee
$116K – – –
AWM
1713
AllSquare Wealth Management
New York
$115K – – –
VC
1714
Vestor Capital
Illinois
$115K +$7.91K +107 +7%
DIP
1715
DT Investment Partners
Pennsylvania
$114K – – –
VCM
1716
Versant Capital Management
Arizona
$113K +$87.9K +1,188 +345%
CAC
1717
Core Alternative Capital
Georgia
$113K – – –
BC
1718
Barrett & Company
Rhode Island
$112K – – –
SAM
1719
Sherman Asset Management
California
$112K +$112K +1,512 New
MSWA
1720
Marshall & Sterling Wealth Advisors
New York
$110K +$110K +1,486 New
MCM
1721
MV Capital Management
Maryland
$107K -$888 -12 -0.8%
YP
1722
YANKCOM Partnership
South Dakota
$107K +$107K +1,440 New
CT
1723
Clearstead Trust
Maine
$105K – – –
DCM
1724
Davis Capital Management
Florida
$104K – – –
HWM
1725
Hemington Wealth Management
Virginia
$101K +$8.4K +114 +9%
67 68
69
70 71