SCHW icon

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 %
EI
401
Ethic Inc
New York
$12.1M +$201K +2,591 +2%
SC
402
Sculptor Capital
New York
$12M +$12M +152,783 New
BCI
403
Brinker Capital Investments
Pennsylvania
$11.8M -$3.2M -40,887 -21%
OPS
404
Orion Portfolio Solutions
Nebraska
$11.8M -$3.2M -40,887 -21%
MIF
405
Mediolanum International Funds
Ireland
$11.8M +$5.67M +72,919 +92%
BHC
406
Bowen Hanes & Co
Florida
$11.8M -$34.9M -445,325 -75%
AV
407
ASR Vermogensbeheer
Netherlands
$11.8M +$11.8M +150,480 New
VPIM
408
Vanguard Personalized Indexing Management
California
$11.8M +$2.08M +26,565 +21%
CC
409
Cornerstone Capital
California
$11.5M -$4.14M -52,939 -26%
OPERF
410
Oregon Public Employees Retirement Fund
Oregon
$11.5M +$1.43M +18,280 +14%
VCAM
411
Van Cleef Asset Management
Ohio
$11.4M +$118K +1,510 +1%
GLR
412
Great Lakes Retirement
Ohio
$11.4M +$246K +3,139 +2%
BPC
413
Banque Pictet & Cie
Switzerland
$11.3M -$667K -8,526 -6%
WP
414
Woodline Partners
California
$11.3M +$4.24M +54,196 +60%
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$11.1M -$203K -2,597 -2%
PL
416
Parthenon LLC
Kentucky
$11.1M +$11K +140 +0.1%
Envestnet Portfolio Solutions
417
Envestnet Portfolio Solutions
Illinois
$11M -$1.81M -23,133 -14%
TC
418
TownSquare Capital
Utah
$11M +$6.11M +78,065 +126%
LIP
419
Lighthouse Investment Partners
Florida
$10.9M +$8.69M +111,074 +392%
MFIM
420
Mesirow Financial Investment Management
Illinois
$10.8M -$73.2K -935 -0.7%
SWM
421
Spire Wealth Management
Virginia
$10.8M +$3.75M +47,939 +53%
Wealthfront Advisers
422
Wealthfront Advisers
California
$10.8M +$2.46M +31,372 +30%
HIP
423
HUB Investment Partners
Texas
$10.8M +$21.5K +275 +0.2%
NC
424
Nicholas Company
Wisconsin
$10.7M – – –
MSU
425
Mizuho Securities USA
New York
$10.7M -$410K -5,236 -4%
15 16
17
18 19