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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 %
FPB
1801
First PREMIER Bank
South Dakota
$33K – – –
CAM
1802
Costello Asset Management
Pennsylvania
$32.2K -$13K -175 -29%
RWPA
1803
Richard W. Paul & Associates
Michigan
$32.2K – – –
TCM
1804
Tributary Capital Management
Nebraska
$31.9K – – –
YAL
1805
Your Advocates Ltd
Texas
$31.4K – – –
SL
1806
Salomon & Ludwin
Virginia
$30.7K -$3.33K -45 -10%
CFS
1807
CGC Financial Services
Oregon
$29.6K – – –
BL
1808
BFSG LLC
California
$29.5K +$1.85K +25 +7%
CMA
1809
Cedar Mountain Advisors
Oregon
$29.3K +$74 +1 +0.3%
ACA
1810
American Capital Advisory
Idaho
$29.2K – – –
MAM
1811
Meeder Asset Management
Ohio
$28.7K -$1.63K -22 -5%
WTA
1812
Washington Trust Advisors
Massachusetts
$28.6K – – –
Kayne Anderson Rudnick Investment Management
1813
Kayne Anderson Rudnick Investment Management
California
$28K -$31.8K -429 -53%
CSC
1814
Caldwell Sutter Capital
California
$26.2K – – –
MSG
1815
Main Street Group
Virginia
$26.1K – – –
CTB
1816
Country Trust Bank
Illinois
$25.9K – – –
KIM
1817
Kestra Investment Management
Texas
$25.6K -$205K -2,770 -89%
DF
1818
Dunhill Financial
United Kingdom
$24.7K +$8.89K +120 +56%
PWMG
1819
Private Wealth Management Group
New Jersey
$24.5K – – –
S
1820
Sachetta
Massachusetts
$24.2K +$1.04K +14 +4%
GWSG
1821
GPS Wealth Strategies Group
Colorado
$23.7K – – –
IRC
1822
Investors Research Corp
Georgia
$23.6K – – –
BCMLT
1823
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.6K -$1.48K -20 -6%
CSWM
1824
Cassady Schiller Wealth Management
Ohio
$23.2K +$4.07K +55 +21%
BMC
1825
Bear Mountain Capital
Washington
$22.8K -$3.04K -37 -12%
71 72
73
74 75