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 %
VA
601
Vident Advisory
Georgia
$4.51M +$814K +10,394 +22%
WAM
602
Wolverine Asset Management
Illinois
$4.51M +$2.69M +34,349 +148%
HI
603
Harrington Investments
California
$4.47M -$11.4K -145 -0.3%
AWA
604
Arkadios Wealth Advisors
Georgia
$4.47M +$3.54M +45,180 +381%
VFA
605
Voya Financial Advisors
Connecticut
$4.44M -$31.8K -409 -0.7%
SC
606
SummitTX Capital
Texas
$4.43M +$4.43M +56,574 New
IAN
607
Integrated Advisors Network
Texas
$4.41M +$3.25M +41,565 +281%
GI
608
GS Investments
Minnesota
$4.39M -$391 -5 -0%
MA
609
Montag & Associates
Georgia
$4.38M +$215K +2,743 +5%
TRCT
610
Tower Research Capital (TRC)
New York
$4.36M -$3.96M -50,561 -48%
CI
611
Conning Inc
Connecticut
$4.36M -$838K -10,708 -16%
LOAMS
612
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.35M +$1.11M +14,185 +34%
BHCM
613
Brevan Howard Capital Management
Jersey
$4.34M -$11.7M -149,713 -73%
KJHP
614
K.J. Harrison & Partners
Ontario, Canada
$4.3M -$313K -4,000 -7%
FIM
615
FWL Investment Management
Texas
$4.28M +$3.79M +48,424 +767%
PC
616
Permanens Capital
New York
$4.27M +$592K +7,561 +16%
IVP
617
Intrinsic Value Partners
Arizona
$4.25M -$7.44K -95 -0.2%
NMIMC
618
Northwestern Mutual Investment Management Company
Wisconsin
$4.24M +$527K +6,735 +14%
WAC
619
William Allan Corp
Colorado
$4.24M +$330K +4,219 +8%
PAI
620
Pittenger & Anderson Inc
Nebraska
$4.24M +$132K +1,682 +3%
BCM
621
Brookstone Capital Management
Illinois
$4.23M +$3.72M +47,534 +728%
MCM
622
Mengis Capital Management
Oregon
$4.21M -$77K -983 -2%
MGIA
623
Moneta Group Investment Advisors
Missouri
$4.19M -$759K -9,690 -15%
AG
624
AlTi Global
New York
$4.17M +$54.4K +695 +1%
PFS
625
Prospera Financial Services
Texas
$4.15M +$168K +2,145 +4%
23 24
25
26 27