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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 %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$13.4M +$3.6M +46,007 +37%
TAM
377
Tocqueville Asset Management
New York
$13.4M -$920K -11,755 -6%
JC
378
Jacobs & Co
California
$13.1M -$36.9K -471 -0.3%
Empower Advisory Group
379
Empower Advisory Group
Colorado
$13M -$394K -5,029 -3%
IIM
380
INTECH Investment Management
Florida
$12.9M +$5.65M +72,167 +77%
AAIM
381
Asset Advisors Investment Management
Georgia
$12.9M -$105K -1,335 -0.8%
JSA
382
Jacobson & Schmitt Advisors
Wisconsin
$12.9M +$157K +2,000 +1%
WIA
383
World Investment Advisors
California
$12.8M +$901K +11,505 +8%
SPIA
384
Steward Partners Investment Advisory
New York
$12.6M +$603K +7,699 +5%
WAM
385
Winslow Asset Management
Ohio
$12.5M -$485K -6,200 -4%
ECM
386
Elgethun Capital Management
South Dakota
$12.4M +$879K +11,227 +8%
TF
387
Talbot Financial
Washington
$12.4M -$268K -3,420 -2%
PWM
388
Perigon Wealth Management
California
$12.3M +$31.9K +408 +0.3%
MWM
389
Modera Wealth Management
New Jersey
$12.3M -$321K -4,104 -3%
MC
390
Montag & Caldwell
Georgia
$12.3M -$370K -4,733 -3%
IMPI
391
Ilmarinen Mutual Pension Insurance
Finland
$12.3M -$2.35M -30,000 -16%
LC
392
Lakehouse Capital
Australia
$12.2M – – –
IC
393
IEQ Capital
California
$12.2M +$6.14M +78,498 +101%
KAS
394
Kestra Advisory Services
Texas
$12.2M +$417K +5,325 +4%
FA
395
Financial Avengers
California
$12.2M -$245K -3,126 -2%
AC
396
Addenda Capital
Quebec, Canada
$12.2M +$833K +10,636 +7%
First Trust Advisors
397
First Trust Advisors
Illinois
$12.2M +$8.19M +104,606 +205%
RIM
398
Rakuten Investment Management
Japan
$12.2M +$12.2M +156,582 New
SCA
399
Snowden Capital Advisors
New York
$12.2M +$326K +4,168 +3%
AI
400
Atria Investments
North Carolina
$12.1M +$1.03M +13,181 +9%
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