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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 %
BFG
751
Beacon Financial Group
Texas
$2.53M -$10.9K -139 -0.4%
SSI
752
Scott & Selber Inc
Texas
$2.51M +$4.31K +55 +0.2%
Twin Tree Management
753
Twin Tree Management
Texas
$2.51M -$20.7M -264,788 -89%
KA
754
Kintegral Advisory
New York
$2.5M -$8.38K -107 -0.3%
SWA
755
Strata Wealth Advisors
Texas
$2.49M -$84.3K -1,077 -3%
AIM
756
Aigen Investment Management
New York
$2.46M -$151K -1,923 -6%
SAM
757
Silvercrest Asset Management
New York
$2.46M +$38.7K +494 +2%
BFS
758
Bard Financial Services
Connecticut
$2.45M – – –
ACI
759
Alpha Cubed Investments
California
$2.45M +$736K +9,403 +43%
PIM
760
Plato Investment Management
Australia
$2.44M +$730K +9,231 +43%
GAM
761
Gotham Asset Management
New York
$2.44M +$42.8K +547 +2%
CT
762
Coastline Trust
Rhode Island
$2.43M +$12.3K +157 +0.5%
ATPW
763
Ashton Thomas Private Wealth
Arizona
$2.43M +$232K +2,962 +11%
MAA
764
Mraz Amerine & Associates
California
$2.43M +$3.89K +50 +0.2%
RG
765
Rathbones Group
United Kingdom
$2.42M -$3.01M -38,500 -55%
CCM
766
Chaney Capital Management
Washington
$2.41M +$7.83K +100 +0.3%
CIAS
767
Capital Investment Advisory Services
North Carolina
$2.41M -$45.2K -578 -2%
FWM
768
Finer Wealth Management
Massachusetts
$2.41M +$131K +1,677 +6%
SI
769
Stephens Inc
Arkansas
$2.39M -$358K -4,578 -13%
AWS
770
Atria Wealth Solutions
New York
$2.38M -$233K -2,982 -9%
Vontobel Holding
771
Vontobel Holding
Switzerland
$2.38M -$870K -11,120 -27%
MSK
772
Melissa S. Kampmann
$2.37M -$586K -7,485 -20%
OAM
773
Ostrum Asset Management
France
$2.37M -$48.7K -622 -2%
ISB
774
Iowa State Bank
Iowa
$2.37M +$31.7K +405 +1%
MSA
775
MUFG Securities Americas
New York
$2.36M +$634K +8,098 +37%
29 30
31
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