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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 %
CWM
1951
Crowley Wealth Management
Delaware
$1.33K +$1.33K +18 New
BOJHT
1952
Bank of Jackson Hole Trust
Wyoming
$1.26K +$1.26K +17 New
JFG
1953
JDM Financial Group
Texas
$1.18K – – –
TWD
1954
True Wealth Design
Ohio
$1.18K +$1.18K +16 New
PWM
1955
Parkworth Wealth Management
California
$888 +$888 +12 New
NS
1956
NBC Securities
Alabama
$835 -$901K -11,869 -100%
NL
1957
NVWM LLC
Pennsylvania
$592 – – –
AWM
1958
Activest Wealth Management
Florida
$444 +$444 +6 New
YDMI
1959
Y.D. More Investments
Israel
$374 +$206 +1,015 +122%
SMAM
1960
Sugar Maple Asset Management
Wisconsin
$370 +$370 +5 New
AP
1961
Aspect Partners
Virginia
$296 – – –
LWANC
1962
Laurel Wealth Advisors (North Carolina)
North Carolina
$75 – – –
WBC
1963
West Branch Capital
Massachusetts
$75 – – –
RFG
1964
REAP Financial Group
Texas
$56 -$8.34K -149 -99%
PCFFS
1965
Pacific Center for Financial Services
California
$9 -$8 – –
TP
1966
Theleme Partners
United Kingdom
– -$272M -4,202,505 Closed
Alyeska Investment Group
1967
Alyeska Investment Group
Illinois
– -$235M -3,619,657 Closed
DCP
1968
Darsana Capital Partners
New York
– -$194M -3,000,000 Closed
Boston Partners
1969
Boston Partners
Massachusetts
– -$47.4M -730,537 Closed
PCM
1970
Prana Capital Management
Connecticut
– -$39.5M -609,737 Closed
RP
1971
Regal Partners
Australia
– -$16.5M -254,444 Closed
SM
1972
Senvest Management
New York
– -$13.4M -206,515 Closed
LA
1973
LFL Advisers
Illinois
– -$12.9M -199,665 Closed
SPS
1974
Susquehanna Portfolio Strategies
Pennsylvania
– -$10M -154,318 Closed
PL
1975
Parkwood LLC
Ohio
– -$5.77M -89,073 Closed
77 78
79
80 81