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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 %
MVA
776
Mount Vernon Associates
Maryland
$2.36M – – –
HCCM
777
Hudson Canyon Capital Management
New York
$2.35M – – –
RCAP
778
Resolute Capital Asset Partners
Colorado
$2.35M +$2.35M +30,000 New
SAM
779
Secure Asset Management
Michigan
$2.35M +$384K +4,902 +20%
FPWM
780
FSB Premier Wealth Management
Iowa
$2.34M +$354K +4,525 +18%
CAI
781
Capital Advisors Inc
Oklahoma
$2.34M +$861 +11 +0%
HI
782
Horizon Investments
North Carolina
$2.32M +$324K +4,155 +16%
BPIM
783
Brant Point Investment Management
New York
$2.32M +$2.32M +29,610 New
AIM
784
Anchor Investment Management
South Carolina
$2.31M +$118K +1,509 +5%
LAM
785
LECAP Asset Management
United Kingdom
$2.3M -$1.61M -20,598 -41%
CAMG
786
CWA Asset Management Group
Florida
$2.3M +$37K +473 +2%
TCPW
787
Twin City Private Wealth
North Carolina
$2.3M -$251K -3,209 -10%
AIC
788
Argus Investors Counsel
New York
$2.3M +$5.79K +74 +0.3%
WCBA
789
Weaver C. Barksdale & Associates
Tennessee
$2.28M -$54.9K -701 -2%
VSQM
790
V-Square Quantitative Management
Illinois
$2.28M +$299K +3,820 +15%
GVAG
791
Great Valley Advisor Group
Delaware
$2.28M -$288K -3,675 -11%
CCP
792
Carmel Capital Partners
California
$2.28M +$54K +690 +2%
CTC
793
Cetera Trust Company
Minnesota
$2.25M +$43.1K +550 +2%
HIMS
794
Hager Investment Management Services
New Hampshire
$2.24M +$169K +2,162 +8%
DW30
795
Drucker Wealth 3.0
New Jersey
$2.24M -$696K -8,895 -24%
XWM
796
Xcel Wealth Management
Florida
$2.21M – – –
BA
797
Bellwether Advisors
Nebraska
$2.2M +$1.83M +23,352 +490%
AA
798
Ancora Advisors
Ohio
$2.18M -$192K -2,458 -8%
IIC
799
Integrated Investment Consultants
Michigan
$2.18M -$42K -536 -2%
S
800
SignatureFD
Georgia
$2.18M +$187K +2,387 +9%
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