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Charles Schwab
SCHW

Overview Fund Activity

2,000 hedge funds and large institutions have $117B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 877 increasing their positions, 659 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,000
Holders Change
+36
Holders Change %
+1.83%
% of All Funds
27.17%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.18%
New
214
Increased
877
Reduced
659
Closed
137
Calls
$1.49B
Puts
$1.71B
Net Calls
-$221M
Net Calls Change
+$676M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.74B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.55B
3
Citadel Advisors
Citadel Advisors
Florida
+$1.44B
4
BlackRock
BlackRock
New York
+$1.41B
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04B

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$14.5B
2
Coatue Management
Coatue Management
New York
-$334M
3
Marshall Wace
Marshall Wace
United Kingdom
-$252M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$235M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRAF
251
Första AP-fonden
Sweden
$30.5M +$1.93M +24,700 +7%
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$30.2M -$20.3M -259,443 -40%
GIA
253
Gateway Investment Advisers
Ohio
$29.8M +$396K +5,064 +1%
DADC
254
D.A. Davidson & Co
Montana
$29.8M +$151K +1,932 +0.5%
CAM
255
Cresset Asset Management
Illinois
$29.6M -$534K -6,825 -2%
Teacher Retirement System of Texas
256
Teacher Retirement System of Texas
Texas
$29.5M +$22.1M +282,013 +299%
HighTower Advisors
257
HighTower Advisors
Illinois
$29.4M -$1.93M -24,632 -6%
1832 Asset Management
258
1832 Asset Management
Ontario, Canada
$29.3M +$22.5M +287,813 +332%
MMA
259
Mizuho Markets Americas
New York
$29.1M +$13.1M +167,198 +82%
WT
260
Whittier Trust
California
$28.9M +$13.1M +167,815 +83%
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$28.7M -$1.7M -21,693 -6%
PPC
262
Park Presidio Capital
California
$28.5M +$94.4K +1,206 +0.3%
Comerica Bank
263
Comerica Bank
Texas
$28.1M +$3.56M +45,526 +15%
ECM
264
Eisler Capital Management
United Kingdom
$27.6M +$24.9M +318,539 +920%
ZP
265
Zimmer Partners
New York
$27.4M +$27.4M +350,000 New
Calamos Advisors
266
Calamos Advisors
Illinois
$27.2M +$303K +3,873 +1%
Skandinaviska Enskilda Banken (SEB)
267
Skandinaviska Enskilda Banken (SEB)
Sweden
$27.1M +$2.49M +31,800 +10%
Man Group
268
Man Group
United Kingdom
$26.9M -$9.46M -120,855 -26%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$26.7M +$2.66M +33,980 +11%
DnB Asset Management
270
DnB Asset Management
Norway
$26.6M -$7.84M -100,098 -23%
GIP
271
Greatmark Investment Partners
Georgia
$26.5M +$532K +6,797 +2%
AB
272
Amalgamated Bank
New York
$26.1M +$3.56M +45,423 +16%
BWC
273
Blue Whale Capital
United Kingdom
$26.1M +$8.61M +109,957 +49%
FLPIM
274
F.L. Putnam Investment Management
Massachusetts
$26M +$419K +5,356 +2%
Osaic Holdings
275
Osaic Holdings
Arizona
$26M -$419K -5,353 -2%
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