SCHW icon

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
26.15%
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
$1.08B
2
Coatue Management
Coatue Management
New York
$334M
3
Millennium Management
Millennium Management
New York
$440M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$718M
5
Marshall Wace
Marshall Wace
United Kingdom
$309M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.41B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.63B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$474M
4
Bank of America
Bank of America
North Carolina
$991M
5
TP
Theleme Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
1976
Summit Trail Advisors
New York
– -$4.37M -67,351 Closed
FEG
1977
Financial Enhancement Group
Indiana
– -$3.28M -65,479 Closed
IMCOOI
1978
Investment Management Corp of Ontario (IMCO)
Canada
– -$3.26M -50,252 Closed
BBP
1979
Banco BTG Pactual
Brazil
– -$2.92M -45,000 Closed
C
1980
Certuity
Florida
– -$2.81M -43,299 Closed
FTDI
1981
First Trust Direct Indexing
Massachusetts
– -$2.75M -42,492 Closed
EIP
1982
Epoch Investment Partners
New York
– -$2.31M -35,642 Closed
AFM
1983
Anson Funds Management
Texas
– -$2.27M -35,000 Closed
AIC
1984
Aurora Investment Counsel
Georgia
– -$2M -30,786 Closed
CC
1985
Centiva Capital
New York
– -$1.82M -28,066 Closed
BA
1986
Bridgewater Associates
Connecticut
– -$1.75M -27,064 Closed
IR
1987
IAT Reinsurance
New York
– -$1.62M -25,000 Closed
BG
1988
Bollard Group
Massachusetts
– -$1.57M -24,246 Closed
AF
1989
Ally Financial
Michigan
– -$1.56M -24,000 Closed
DEA
1990
DoubleLine ETF Adviser
Florida
– -$1.52M -23,527 Closed
SM
1991
Soapstone Management
Maryland
– -$1.38M -21,250 Closed
SEC
1992
Seven Eight Capital
New York
– -$1.29M -19,870 Closed
DAS
1993
Dynamic Advisor Solutions
Arizona
– -$1.02M -15,777 Closed
CPRC
1994
Consolidated Portfolio Review Corp
New York
– -$1.02M -15,730 Closed
AC
1995
AXQ Capital
New Jersey
– -$981K -15,133 Closed
LCM
1996
Laurion Capital Management
New York
– -$972K -15,000 Closed
FI
1997
Fosun International
China
– -$971K -14,981 Closed
SIAG
1998
Signet Investment Advisory Group
Rhode Island
– -$947K -14,610 Closed
GCP
1999
Garda Capital Partners
Minnesota
– -$939K -14,484 Closed
GC
2000
Guidance Capital
Kentucky
– -$1.02M -14,230 Closed
78 79
80
81 82