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 %
BBI
526
Baxter Bros Inc
Connecticut
$6.46M +$1.95M +24,876 +43%
BAMF
527
BI Asset Management Fondsmaeglerselskab
Denmark
$6.35M -$458K -5,846 -7%
IPAM
528
ICICI Prudential Asset Management
India
$6.35M – – –
EMPI
529
Elo Mutual Pension Insurance
Finland
$6.34M -$5.09M -65,063 -45%
PTCG
530
Pring Turner Capital Group
California
$6.34M +$26.4K +337 +0.4%
WA
531
Waverly Advisors
Alabama
$6.33M +$3.19M +40,713 +101%
WWA
532
WCG Wealth Advisors
Nevada
$6.3M -$343K -4,379 -5%
JFG
533
Jefferies Financial Group
New York
$6.29M +$5.67M +72,449 +915%
SC
534
Scotia Capital
Ontario, Canada
$6.27M +$136K +1,733 +2%
NMERB
535
New Mexico Educational Retirement Board
New Mexico
$6.24M +$665K +8,500 +12%
AAIS
536
ABN AMRO Investment Solutions
$6.17M +$457K +5,843 +8%
CCG
537
Cloverfields Capital Group
Minnesota
$6.13M -$379K -4,847 -6%
MSRPS
538
Maryland State Retirement & Pension System
Maryland
$6.06M -$202K -2,575 -3%
WSFS
539
Wilmington Savings Fund Society
Delaware
$6.06M +$396K +5,065 +7%
MIM
540
Marco Investment Management
Georgia
$6.06M +$19.6K +250 +0.3%
CDDEC
541
Caisse Des Depots Et Consignations
France
$6.03M – – –
NW
542
NewEdge Wealth
Pennsylvania
$6.02M +$198K +2,529 +3%
SG Americas Securities
543
SG Americas Securities
New York
$5.98M +$1.84M +23,570 +45%
CB
544
Commerce Bank
Missouri
$5.98M -$74.2K -948 -1%
LG
545
LaFleur & Godfrey
Michigan
$5.95M -$820K -10,476 -12%
SW
546
SteelPeak Wealth
California
$5.94M -$128K -1,632 -2%
SC
547
Savant Capital
Illinois
$5.91M +$3.68M +47,010 +165%
CCM
548
Cinctive Capital Management
New York
$5.9M +$5.9M +75,400 New
MIM
549
Monashee Investment Management
Massachusetts
$5.87M +$5.87M +75,000 New
MS
550
Marshall & Sullivan
Washington
$5.87M -$110K -1,411 -2%
20 21
22
23 24