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 %
HWM
626
HB Wealth Management
Georgia
$4.14M +$578K +7,390 +16%
CAL
627
Capital Analysts LLC
Pennsylvania
$4.14M +$242K +3,087 +6%
DCM
628
Delta Capital Management
New Jersey
$4.14M -$130K -1,660 -3%
FAB
629
First American Bank
Illinois
$4.14M +$8.14K +104 +0.2%
AG
630
Algert Global
California
$4.12M +$4.12M +52,604 New
TMAM
631
Tokio Marine Asset Management
Japan
$4.08M +$453K +5,789 +13%
CT
632
Colonial Trust
South Carolina
$4.05M +$103K +1,318 +3%
MOS
633
MGO One Seven
Ohio
$4M +$171K +2,181 +4%
HZ
634
Hixon Zuercher
Ohio
$3.97M +$56.6K +723 +1%
CFSG
635
Community Financial Services Group
Vermont
$3.95M -$733K -9,358 -16%
EF
636
Empirical Finance
Pennsylvania
$3.93M +$66.4K +848 +2%
AC
637
Annandale Capital
Texas
$3.89M -$791K -10,100 -17%
DWP
638
Daymark Wealth Partners
Ohio
$3.89M -$21.8K -279 -0.6%
KeyBank National Association
639
KeyBank National Association
Ohio
$3.88M -$1.05M -13,454 -21%
TCM
640
Tandem Capital Management
New Jersey
$3.88M – – –
SCM
641
SOL Capital Management
Maryland
$3.84M +$7.83K +100 +0.2%
SAA
642
Southeast Asset Advisors
Georgia
$3.81M -$31.8K -406 -0.8%
JC
643
JB Capital
Connecticut
$3.79M -$86.4K -1,104 -2%
PAM
644
Paradigm Asset Management
New York
$3.78M – – –
HPCM
645
Hunter Perkins Capital Management
Illinois
$3.78M -$530K -6,772 -12%
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$3.77M +$335K +4,275 +10%
KRSITF
647
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.77M +$556K +7,108 +17%
CWI
648
Conscious Wealth Investments
Florida
$3.77M +$24.3K +288 +0.6%
TCM
649
Twin Capital Management
Pennsylvania
$3.76M +$3.36M +42,986 +853%
MCC
650
Malaga Cove Capital
California
$3.75M +$12.6K +161 +0.3%
24 25
26
27 28