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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 %
HBCM
301
Heron Bay Capital Management
Michigan
$20.9M +$652K +8,331 +3%
FDP
302
Financiere des Professionnels
Quebec, Canada
$20.9M -$765K -9,767 -4%
FCI
303
Financial Counselors Inc
Kansas
$20.6M -$690K -8,819 -3%
CGH
304
Crossmark Global Holdings
Texas
$20.3M -$263K -3,365 -1%
Pathstone Holdings
305
Pathstone Holdings
New Jersey
$20.2M +$8.12M +103,840 +67%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$20.2M +$156K +1,988 +0.8%
PCM
307
Prana Capital Management
Connecticut
$20.1M +$20.1M +256,305 New
M&T Bank
308
M&T Bank
New York
$19.7M -$2.87M -36,646 -13%
NYLIM
309
New York Life Investment Management
New York
$19.5M +$3.75M +47,951 +24%
Mirae Asset Global ETFs Holdings
310
Mirae Asset Global ETFs Holdings
Hong Kong
$19.2M +$3.07M +39,228 +19%
DIA
311
Davidson Investment Advisors
Montana
$19.1M -$1.18M -15,119 -6%
UIM
312
USS Investment Management
United Kingdom
$19M -$4.35M -55,600 -19%
FAF
313
Fjarde Ap-fonden
Sweden
$19M -$3.33M -42,500 -15%
PFSRSONJ
314
Police & Firemen's Retirement System of New Jersey
New Jersey
$18.9M +$1.89M +24,111 +11%
DS
315
Dudley & Shanley
Florida
$18.8M +$14.1K +180 +0.1%
WC
316
Whitney & Co
New York
$18.5M -$3.53M -45,132 -16%
TGCMU
317
Titan Global Capital Management USA
New York
$18.5M -$3.77M -48,182 -17%
PGFC
318
Peapack-Gladstone Financial Corp
New Jersey
$18.4M -$511K -6,527 -3%
BMSSC
319
B. Metzler seel. Sohn & Co
Germany
$18.2M +$4.92M +62,883 +37%
Public Employees Retirement Association of Colorado
320
Public Employees Retirement Association of Colorado
Colorado
$18.1M +$1.13M +14,386 +7%
Axa
321
Axa
France
$18.1M -$279K -3,567 -2%
VMPIC
322
Varma Mutual Pension Insurance Co
Finland
$17.9M -$1.87M -23,900 -9%
BB
323
Busey Bank
Illinois
$17.8M +$554K +7,072 +3%
CA
324
Clearstead Advisors
Ohio
$17.5M -$102K -1,301 -0.6%
LOPW
325
Live Oak Private Wealth
North Carolina
$17.3M +$108K +1,384 +0.6%
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