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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 %
FFA
326
First Foundation Advisors
California
$17.3M -$1.8M -22,944 -9%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$17.3M -$5.18M -66,339 -23%
PE
328
Point72 Europe
United Kingdom
$17.3M +$10.1M +128,900 +141%
CCM
329
Cohen Capital Management
California
$17.3M -$642K -8,200 -4%
Group One Trading
330
Group One Trading
Illinois
$16.7M +$4.52M +57,685 +37%
SMDAM
331
Sumitomo Mitsui DS Asset Management
Japan
$16.7M +$1.49M +18,999 +10%
YCM
332
Yousif Capital Management
Michigan
$16.6M +$1.58M +20,200 +10%
GGH
333
GCM Grosvenor Holdings
Illinois
$16.5M +$16.5M +211,000 New
EHC
334
Everett Harris & Co
California
$16.5M +$9.16K +117 +0.1%
SGAM
335
Smith Group Asset Management
Texas
$16.3M +$16.3M +208,086 New
QCM
336
Quantinno Capital Management
New York
$16.2M +$8.58M +109,619 +112%
NAM
337
Nissay Asset Management
Japan
$16.2M +$1.3M +16,663 +9%
CWM
338
CIBC World Markets
New York
$16.2M -$2.68M -34,284 -14%
GF
339
Goodman Financial
Texas
$16.1M -$204K -2,600 -1%
Focus Partners Wealth
340
Focus Partners Wealth
Massachusetts
$15.8M +$902K +11,523 +6%
RWP
341
RWA Wealth Partners
Massachusetts
$15.7M -$762K -9,729 -5%
LIM
342
Lathrop Investment Management
Arkansas
$15.7M +$45.2K +577 +0.3%
MC
343
Maplelane Capital
New York
$15.7M -$1.76M -22,527 -10%
SOADOR
344
State of Alaska Department of Revenue
Alaska
$15.6M +$2.29M +29,255 +17%
Robeco Institutional Asset Management
345
Robeco Institutional Asset Management
Netherlands
$15.6M +$7.19M +91,892 +85%
BPA
346
Beacon Pointe Advisors
California
$15.6M +$442K +5,644 +3%
GWM
347
Geneos Wealth Management
Colorado
$15.6M +$7.85M +100,281 +101%
CIM
348
Courant Investment Management
Tennessee
$15.5M – – –
MOACM
349
Mutual of America Capital Management
New York
$15.5M +$1.49M +19,089 +11%
CIC
350
Cutler Investment Counsel
Oregon
$15.4M -$486K -6,205 -3%
12 13
14
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