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 %
IAA
701
Independent Advisor Alliance
North Carolina
$3.06M +$372K +4,754 +14%
CBT
702
Central Bank & Trust
Kentucky
$3.06M -$297K -3,790 -9%
GCP
703
Gill Capital Partners
Colorado
$3.04M -$235K -2,999 -7%
VFA
704
Valeo Financial Advisors
Indiana
$3.02M +$3.13K +40 +0.1%
HNB
705
Huntington National Bank
Ohio
$3.02M +$270K +3,448 +10%
NCM
706
Nelson Capital Management
California
$3M +$79.1K +1,011 +3%
EWA
707
EP Wealth Advisors
California
$3M -$18.8K -240 -0.6%
SWP
708
Stratos Wealth Partners
Ohio
$2.98M -$406K -5,187 -12%
IC
709
Inkwell Capital
Florida
$2.98M -$960K -12,260 -24%
HAG
710
HF Advisory Group
Maryland
$2.97M +$8.14K +104 +0.3%
AWM
711
Apollon Wealth Management
South Carolina
$2.95M +$155K +1,985 +6%
ACH
712
ArrowMark Colorado Holdings
Colorado
$2.95M -$14.3M -183,300 -83%
SC
713
Sepio Capital
Utah
$2.94M -$577K -7,367 -16%
CIA
714
Cascade Investment Advisors
Oregon
$2.93M +$1.57K +20 +0.1%
Voloridge Investment Management
715
Voloridge Investment Management
Florida
$2.92M +$2.92M +37,249 New
GC
716
GFG Capital
Florida
$2.91M -$27.7K -354 -0.9%
VDI
717
Vaughan David Investments
Illinois
$2.9M -$1.05M -13,360 -27%
ECM
718
Everence Capital Management
Indiana
$2.85M +$103K +1,320 +4%
DLCIG
719
D.L. Carlson Investment Group
New Hampshire
$2.82M -$25.2K -322 -0.9%
CIA
720
Choate Investment Advisors
Massachusetts
$2.82M -$5.17K -66 -0.2%
GAM
721
Groupama Asset Management
France
$2.81M +$262K +3,368 +10%
WB
722
Webster Bank
Connecticut
$2.81M +$21.7K +277 +0.8%
MSR
723
Main Street Research
Connecticut
$2.77M -$64.5K -824 -2%
DS
724
DRW Securities
Illinois
$2.76M +$1.75M +22,366 +173%
MYIA
725
Mount Yale Investment Advisors
Colorado
$2.76M +$505K +6,446 +22%
27 28
29
30 31