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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 %
AG
501
Ascent Group
Virginia
$7.43M +$166K +2,115 +2%
BHPW
502
Beverly Hills Private Wealth
California
$7.35M +$676K +8,633 +10%
1M
503
1248 Management
Missouri
$7.34M – – –
ACP
504
Aviance Capital Partners
Florida
$7.26M +$144K +1,843 +2%
LSERS
505
Louisiana State Employees Retirement System
Louisiana
$7.17M +$877K +11,200 +14%
CICI
506
Capital Investment Counsel Inc
North Carolina
$7.12M +$75.6K +966 +1%
FIG
507
Fortress Investment Group
New York
$7.1M +$7.1M +90,693 New
ACG
508
Allen Capital Group
Nebraska
$7.09M +$1.06M +13,479 +17%
SAM
509
Securian Asset Management
Minnesota
$7.07M +$776K +9,915 +12%
DWT
510
Dorsey & Whitney Trust
South Dakota
$7.06M -$948K -12,112 -12%
OC
511
Oppenheimer & Co
New York
$7.03M -$134K -1,706 -2%
AS
512
Aware Super
Australia
$7.01M +$7.01M +89,530 New
BC
513
Burney Company
Virginia
$7M +$7M +89,401 New
WANY
514
Wealthspire Advisors (New York)
New York
$6.94M +$3.4M +43,394 +96%
RCM
515
Radnor Capital Management
Pennsylvania
$6.93M +$7.83K +100 +0.1%
Pacer Advisors
516
Pacer Advisors
Pennsylvania
$6.82M -$2.54M -32,496 -27%
AAIM
517
American Assets Investment Management
California
$6.78M – – –
BBL
518
Beck Bode LLC
Massachusetts
$6.76M -$209K -2,664 -3%
VIM
519
Vinva Investment Management
Australia
$6.76M +$1.08M +13,904 +19%
NB
520
Norinchukin Bank
Japan
$6.71M +$1.43M +18,292 +27%
BA
521
Bridgewater Associates
Connecticut
$6.64M +$6.64M +84,797 New
SCM
522
SKBA Capital Management
California
$6.62M -$23.5K -300 -0.4%
MA
523
Mezzasalma Advisors
New Jersey
$6.62M +$6.11K +78 +0.1%
MFAM
524
Motley Fool Asset Management
Virginia
$6.6M +$81.7K +1,044 +1%
CCS
525
Concentric Capital Strategies
Connecticut
$6.58M +$6.58M +84,065 New
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