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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 %
WC
801
Wynn Capital
Georgia
$2.17M +$7.44K +95 +0.3%
RPC
802
Rossmore Private Capital
Connecticut
$2.17M +$8.3K +106 +0.4%
MCA
803
Martin Capital Advisors
Texas
$2.15M -$62.6K -800 -3%
GI
804
GAMCO Investors
Connecticut
$2.14M +$143K +1,823 +7%
HSA
805
HBK Sorce Advisory
Pennsylvania
$2.13M +$29.3K +374 +1%
GI
806
GAMMA Investing
California
$2.12M +$468K +5,973 +28%
QCM
807
QRG Capital Management
Illinois
$2.12M +$29.4K +375 +1%
AF
808
Ally Financial
Michigan
$2.11M +$2.11M +27,000 New
CF
809
Centaurus Financial
California
$2.1M -$4.31K -55 -0.2%
BF
810
BOK Financial
Oklahoma
$2.1M +$618K +7,891 +42%
BFG
811
Bleakley Financial Group
New Jersey
$2.07M +$84.7K +1,082 +4%
CSP
812
Cary Street Partners
Virginia
$2.06M +$520K +6,648 +34%
CPIG
813
Chicago Partners Investment Group
Illinois
$2.04M -$7.81K -93 -0.4%
VNA
814
Valley National Advisers
Pennsylvania
$2.03M -$153K -1,957 -7%
CAM
815
Columbia Asset Management
Michigan
$2.03M +$30.9K +395 +2%
AL
816
Aspiriant LLC
California
$2.03M +$15K +192 +0.7%
FTWA
817
Fifth Third Wealth Advisors
Ohio
$2.03M +$585K +7,475 +41%
SIC
818
Salem Investment Counselors
North Carolina
$2.03M +$4.23K +54 +0.2%
IMRF
819
Illinois Municipal Retirement Fund
Illinois
$2.02M – – –
Luther King Capital Management (LKCM)
820
Luther King Capital Management (LKCM)
Texas
$2.02M +$8.61K +110 +0.4%
EWM
821
EPG Wealth Management
Georgia
$2.02M +$116K +1,486 +6%
GC
822
Guggenheim Capital
Illinois
$2.01M -$160K -2,042 -7%
MYLI
823
Meiji Yasuda Life Insurance
Japan
$2M +$432K +5,522 +28%
MNBTD
824
Moody National Bank Trust Division
Texas
$2M +$47.8K +610 +2%
TYCC
825
Texas Yale Capital Corp
Florida
$2M +$47.7K +609 +2%
31 32
33
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