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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 %
TPA
726
Trivium Point Advisory
Connecticut
$2.72M +$2.18M +27,862 +408%
CRI
727
Commonwealth Retirement Investments
Virginia
$2.71M +$192K +2,455 +8%
SC
728
Skylands Capital
Wisconsin
$2.71M +$333K +4,250 +14%
SF
729
Summit Financial
New Jersey
$2.71M -$65.5K -837 -2%
SCI
730
Stableford Capital II
Arizona
$2.69M +$990 +13 +0%
CWM
731
Compass Wealth Management
Connecticut
$2.68M -$125K -1,598 -4%
HAG
732
HighPoint Advisor Group
Illinois
$2.68M -$113K -1,390 -4%
JIC
733
Johnson Investment Counsel
Ohio
$2.66M +$77.1K +985 +3%
GGI
734
GPM Growth Investors
Michigan
$2.65M -$6.42K -82 -0.2%
NSEDCP
735
NJ State Employees Deferred Compensation Plan
New Jersey
$2.65M – – –
OIAM
736
OFI Invest Asset Management
France
$2.64M +$639K +8,811 +32%
CNBT
737
Canandaigua National Bank & Trust
New York
$2.64M +$41.8K +534 +2%
PWM
738
Power Wealth Management
Georgia
$2.64M +$110K +1,399 +4%
CWM
739
Chemistry Wealth Management
New York
$2.63M -$29.2K -373 -1%
AF
740
Allworth Financial
California
$2.63M +$100K +1,264 +4%
CCWM
741
Correct Capital Wealth Management
Missouri
$2.62M +$178K +2,269 +7%
JGC
742
J. Goldman & Co
New York
$2.62M +$2.62M +33,428 New
IA
743
IFG Advisory
Georgia
$2.6M -$8.77K -112 -0.3%
QCG
744
Quadrant Capital Group
Ohio
$2.6M +$1.31M +16,701 +101%
VI
745
Vestcor Inc
New Brunswick, Canada
$2.6M +$292K +3,728 +13%
GAG
746
GM Advisory Group
New York
$2.55M +$925K +11,812 +57%
RCA
747
Resonant Capital Advisors
Wisconsin
$2.54M +$548 +7 +0%
VAG
748
VisionPoint Advisory Group
Texas
$2.54M +$910K +11,625 +56%
SIAP
749
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.54M -$94.6K -1,209 -4%
KA
750
Kozak & Associates
Colorado
$2.53M -$97.3K -1,265 -4%
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