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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
26.15%
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 %
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$13.7B +$5.04M +68,096 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.52B +$87.9M +1,187,384 +0.9%
BlackRock
3
BlackRock
New York
$7.76B +$79M +1,067,692 +1%
Dodge & Cox
4
Dodge & Cox
California
$6.61B -$16.2M -218,310 -0.2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$5.41B -$1.09B -14,719,244 -17%
State Street
6
State Street
Massachusetts
$4.7B +$101M +1,365,083 +2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$3.63B +$56.1M +757,395 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.28B +$56.1M +760,043 +3%
Harris Associates
9
Harris Associates
Illinois
$2.05B -$39.8M -538,432 -2%
Franklin Resources
10
Franklin Resources
California
$1.79B -$4.08M -55,170 -0.2%
Morgan Stanley
11
Morgan Stanley
New York
$1.66B -$25.4M -343,045 -2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.63B -$495M -6,682,532 -23%
Fisher Asset Management
13
Fisher Asset Management
Washington
$1.51B +$19.7M +265,708 +1%
Artisan Partners
14
Artisan Partners
Wisconsin
$1.34B +$41.4K +560 +0%
Norges Bank
15
Norges Bank
Norway
$1.29B +$1.29B +17,423,916 New
Northern Trust
16
Northern Trust
Illinois
$1.16B +$138M +1,864,286 +13%
Invesco
17
Invesco
Georgia
$1.1B +$31.8M +430,250 +3%
AllianceBernstein
18
AllianceBernstein
Tennessee
$1.09B -$47.5M -642,412 -4%
Viking Global Investors
19
Viking Global Investors
Connecticut
$1.08B +$912M +12,318,988 +526%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$1.01B -$12M -162 -1%
GIM
21
Generation Investment Management
United Kingdom
$999M +$97.3M +1,314,191 +11%
Bank of America
22
Bank of America
North Carolina
$991M -$451M -6,089,279 -31%
UBS AM
23
UBS AM
Illinois
$862M +$186M +2,511,082 +27%
Flossbach Von Storch
24
Flossbach Von Storch
Germany
$794M -$60.4M -816,685 -7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$773M +$4.49M +60,683 +0.6%
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