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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 %
HDIM
426
Hanson & Doremus Investment Management
Vermont
$10.6M +$892K +11,401 +9%
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$402K +5,132 +4%
ACM
428
Advisors Capital Management
New Jersey
$10.6M +$1.44M +18,451 +16%
IIC
429
Ironwood Investment Counsel
Arizona
$10.4M +$317K +4,051 +3%
MIG
430
McGuire Investment Group
Rhode Island
$10.4M +$16.4K +210 +0.2%
BCAM
431
Boston Common Asset Management
Massachusetts
$10.3M -$8.54M -109,034 -45%
TRSOTSOK
432
Teachers Retirement System of the State of Kentucky
Kentucky
$10.3M +$1.64M +20,909 +19%
OAM
433
Oppenheimer Asset Management
New York
$10.2M -$265K -3,388 -3%
WorldQuant Millennium Advisors
434
WorldQuant Millennium Advisors
New York
$10.2M -$14.9M -190,976 -59%
MGP
435
M&G plc
United Kingdom
$10.1M -$377K -4,827 -4%
MCM
436
MAI Capital Management
Ohio
$10.1M -$134K -1,707 -1%
UF
437
Univest Financial
Pennsylvania
$10M -$736K -9,406 -7%
JPWM
438
Jamison Private Wealth Management
Georgia
$9.97M +$3.13K +40 +0%
PS
439
Principal Securities
Iowa
$9.91M – – –
FMC
440
First Merchants Corp
Indiana
$9.86M +$51.7K +661 +0.5%
WIA
441
Westbourne Investment Advisors
Maryland
$9.82M +$138K +1,769 +1%
DCM
442
Discovery Capital Management
Connecticut
$9.79M +$9.79M +125,000 New
BAAM
443
Baker Avenue Asset Management
California
$9.78M +$289K +3,688 +3%
M
444
MOTCO
Texas
$9.74M +$93.2K +1,190 +1%
TIM
445
Thompson Investment Management
Wisconsin
$9.71M -$191K -2,444 -2%
GAM
446
Generali Asset Management
Italy
$9.69M +$4.03M +51,471 +71%
BBVA
447
Banco Bilbao Vizcaya Argentaria
Spain
$9.62M +$1.27M +16,194 +15%
SSB
448
Sandy Spring Bank
Maryland
$9.46M -$101K -1,295 -1%
KCG
449
Kinsale Capital Group
Virginia
$9.4M +$1.15M +14,629 +14%
AG
450
Advocate Group
Minnesota
$9.39M -$96.8K -1,236 -1%
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