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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 %
B
651
Bailard
California
$3.74M -$128K -1,635 -3%
FFG
652
Fiduciary Financial Group
California
$3.7M -$99.5K -1,347 -3%
OIA
653
OneDigital Investment Advisors
Kansas
$3.69M -$37.2K -475 -1%
SA
654
SAM Advisors
California
$3.68M -$106K -1,348 -3%
GSWM
655
Greenup Street Wealth Management
Michigan
$3.68M +$174K +2,223 +5%
MIC
656
Means Investment Company
Maine
$3.68M -$4.76M -60,801 -56%
MA
657
Modus Advisors
Minnesota
$3.66M +$43.7K +558 +1%
LA
658
LBP AM
France
$3.66M -$139K -1,778 -4%
BDPWM
659
Barnes Dennig Private Wealth Management
Ohio
$3.66M +$3.66M +46,791 New
FNT
660
First National Trust
Pennsylvania
$3.56M +$3.56M +45,471 New
LIA
661
LS Investment Advisors
Michigan
$3.53M +$1.03M +13,161 +41%
TCA
662
Teewinot Capital Advisers
New York
$3.52M -$46.3M -591,668 -93%
ECAM
663
East Coast Asset Management
Massachusetts
$3.51M -$86.2K -1,101 -2%
MFG
664
Merit Financial Group
Georgia
$3.51M +$888K +11,340 +34%
CG
665
Caprock Group
Idaho
$3.51M -$623K -7,962 -15%
CWM
666
Cabot Wealth Management
Massachusetts
$3.51M -$13.9K -177 -0.4%
M1FG
667
Mach-1 Financial Group
Arkansas
$3.5M +$3.5M +44,702 New
CCG
668
Chatham Capital Group
Georgia
$3.46M -$52.1K -665 -1%
TG
669
TCW Group
California
$3.45M +$525K +6,702 +18%
BFA
670
Buttonwood Financial Advisors
Maryland
$3.43M -$11.9K -152 -0.3%
BS
671
Banco Santander
Spain
$3.43M +$2.15M +27,487 +168%
HA
672
Harfst & Associates
Wyoming
$3.42M -$41.6K -531 -1%
DWM
673
Dakota Wealth Management
Florida
$3.41M +$287K +3,667 +9%
CC
674
Courier Capital
New York
$3.41M -$119K -1,521 -3%
PI
675
Pettee Investors
Connecticut
$3.39M -$110K -1,400 -3%
25 26
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