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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 %
BCIM
276
British Columbia Investment Management
British Columbia, Canada
$25.8M -$13.1M -166,818 -34%
SFA
277
Sequoia Financial Advisors
Ohio
$25.7M +$498K +6,364 +2%
MCM
278
Moore Capital Management
New York
$25.3M -$22.8M -291,879 -47%
PMAM
279
Picton Mahoney Asset Management
Ontario, Canada
$25.2M +$25.2M +321,930 New
PNC
280
Park National Corp
Ohio
$24.9M -$447K -5,710 -2%
II
281
IFM Investors
Australia
$24.9M +$1.77M +22,652 +8%
MAM
282
Martingale Asset Management
Massachusetts
$24.9M +$16.3M +207,730 +188%
Capstone Investment Advisors
283
Capstone Investment Advisors
New York
$24.5M +$18.5M +236,529 +310%
PL
284
Parkwood LLC
Ohio
$24.3M +$24.3M +309,857 New
X
285
Xponance
Pennsylvania
$23.9M +$3.56M +45,446 +17%
DC
286
Davenport & Co
Virginia
$23.7M +$3.03M +38,724 +15%
EIP
287
Epoch Investment Partners
New York
$23.5M +$23.5M +300,474 New
Bessemer Group
288
Bessemer Group
New Jersey
$23.3M -$1.99M -25,474 -8%
DSA
289
Davis Selected Advisers
Arizona
$23.3M -$192K -2,450 -0.8%
Mirae Asset Global Investments
290
Mirae Asset Global Investments
South Korea
$22.6M +$5.7M +77,808 +34%
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$22.5M +$1.66M +21,233 +8%
N
292
Natixis
France
$22.3M +$17.2M +221,109 +340%
Daiwa Securities Group
293
Daiwa Securities Group
Japan
$22.3M +$3.18M +40,641 +17%
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$22.1M +$1.28M +16,388 +6%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$22M +$1.97M +25,206 +10%
NRCM
296
North Reef Capital Management
California
$21.5M -$7.83M -99,999 -27%
URS
297
Utah Retirement Systems
Utah
$21.5M +$2.14M +27,327 +11%
GHA
298
GW Henssler & Associates
Georgia
$21.4M -$770K -9,840 -3%
NIG
299
NFJ Investment Group
Texas
$21.2M +$21.2M +270,429 New
WPW
300
Warther Private Wealth
Ohio
$21.1M +$3.84M +49,030 +22%
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