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 %
LGF
576
LGT Group Foundation
Liechtenstein
$5.03M -$206K -2,632 -4%
AC
577
Allstate Corporation
Illinois
$4.98M +$1.26M +16,134 +34%
AIM
578
Achmea Investment Management
Netherlands
$4.96M +$1.54M +19,614 +45%
QOP
579
Quinn Opportunity Partners
Virginia
$4.95M +$4.95M +63,214 New
PP
580
Prudential plc
United Kingdom
$4.93M -$194K -2,477 -4%
SF
581
Synovus Financial
Georgia
$4.88M +$726K +9,276 +17%
EGM
582
Engineers Gate Manager
New York
$4.87M -$3.99M -50,975 -45%
HVIA
583
Hudson Valley Investment Advisors
New York
$4.86M +$311K +3,974 +7%
EF
584
Empowered Funds
Pennsylvania
$4.86M +$1.02M +12,967 +26%
LCC
585
Lincoln Capital Corp
Rhode Island
$4.85M -$182K -2,326 -4%
BCPE
586
Bain Capital Public Equity
Massachusetts
$4.82M +$4.82M +61,521 New
CCM
587
Condor Capital Management
New Jersey
$4.8M -$83.4K -1,066 -2%
FCM
588
FJ Capital Management
Virginia
$4.78M +$4.78M +61,043 New
Wolverine Trading
589
Wolverine Trading
Illinois
$4.75M +$1.25M +16,020 +36%
OLA
590
Oliver Luxxe Assets
New Jersey
$4.72M -$2.96M -37,786 -39%
LC
591
Lincoln Capital
Nebraska
$4.72M -$96.9K -1,265 -2%
SFI
592
Siemens Fonds Invest
Germany
$4.71M +$170K +2,175 +4%
DIM
593
DLK Investment Management
California
$4.63M +$35.4K +452 +0.8%
GF
594
Gabelli Funds
New York
$4.6M -$194K -2,475 -4%
Parallax Volatility Advisers
595
Parallax Volatility Advisers
California
$4.6M -$5.64M -72,042 -55%
KPPF
596
Klein Pavlis & Peasley Financial
California
$4.55M -$14.8K -190 -0.3%
HWAM
597
Hennion & Walsh Asset Management
New Jersey
$4.54M +$182K +2,322 +4%
IMCOOI
598
Investment Management Corp of Ontario (IMCO)
Canada
$4.54M +$4.54M +57,969 New
IGAM
599
iA Global Asset Management
Quebec, Canada
$4.52M +$3.43M +43,873 +318%
GT
600
Greenleaf Trust
Michigan
$4.51M +$262K +3,348 +6%
22 23
24
25 26