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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 %
MW
676
Maia Wealth
Colorado
$3.39M +$67.5K +878 +2%
1WA
677
180 Wealth Advisors
Washington
$3.36M +$61.1K +780 +2%
FG
678
Fiduciary Group
Georgia
$3.35M -$88.2K -1,127 -3%
AT
679
American Trust
Kentucky
$3.35M +$80.1K +1,023 +2%
SIA
680
SGL Investment Advisors
Montana
$3.31M +$44.3K +525 +1%
RSC
681
Red Spruce Capital
Pennsylvania
$3.3M +$11.7K +149 +0.4%
OHIS
682
Oak Harvest Investment Services
Texas
$3.28M +$3.28M +41,952 New
GIM
683
Goelzer Investment Management
Indiana
$3.28M +$8.22K +105 +0.3%
MMA
684
Miracle Mile Advisors
California
$3.28M +$12.6K +161 +0.4%
PHIC
685
Pine Haven Investment Counsel
Massachusetts
$3.26M -$49K -626 -1%
CI Investments Inc
686
CI Investments Inc
Ontario, Canada
$3.26M +$373K +4,762 +13%
SCA
687
Stonebridge Capital Advisors
Minnesota
$3.24M +$62.6K +800 +2%
VIA
688
Victrix Investment Advisors
Florida
$3.24M -$48K -641 -1%
AWM
689
AE Wealth Management
Kansas
$3.24M +$91.7K +1,172 +3%
SWM
690
Sculati Wealth Management
Michigan
$3.21M -$66.1K -845 -2%
SB
691
SIG Brokerage
New York
$3.19M +$3.19M +40,734 New
MPA
692
Marvin & Palmer Associates
Delaware
$3.19M +$3.19M +40,726 New
CCP
693
Clough Capital Partners
Massachusetts
$3.18M -$4.55M -58,090 -59%
CRM
694
Cramer Rosenthal McGlynn
Connecticut
$3.15M -$15.6K -199 -0.5%
LW
695
Linscomb Wealth
Texas
$3.15M +$57.5K +735 +2%
EBWM
696
Eagle Bluffs Wealth Management
Missouri
$3.14M +$16.5K +211 +0.5%
RCM
697
RNC Capital Management
California
$3.12M +$1.27M +16,279 +69%
UCFA
698
United Capital Financial Advisors
Texas
$3.11M +$148K +1,889 +5%
USAA
699
United Services Automobile Association
Texas
$3.07M +$379K +4,869 +14%
PA
700
Parallel Advisors
California
$3.07M +$257K +3,279 +9%
26 27
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