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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 %
Jones Financial Companies
826
Jones Financial Companies
Missouri
$1.99M +$453K +5,817 +29%
IAS
827
Investment Advisory Services
Texas
$1.99M -$34.5K -441 -2%
TAM
828
Tealwood Asset Management
Minnesota
$1.98M -$21.1K -269 -1%
JWA
829
JFS Wealth Advisors
Pennsylvania
$1.98M +$17.7K +226 +0.9%
CP
830
Cumberland Partners
Ontario, Canada
$1.96M +$1.96M +25,000 New
FPGT
831
Financial Partners Group (Tennessee)
Tennessee
$1.95M -$96K -1,226 -5%
BAM
832
Broyhill Asset Management
North Carolina
$1.95M +$148K +1,889 +8%
CIA
833
Cape Investment Advisory
Georgia
$1.95M -$60.7K -775 -3%
BJL
834
Brighton Jones LLC
Washington
$1.95M +$48.2K +616 +3%
BIM
835
Bridges Investment Management
Nebraska
$1.91M -$293K -3,740 -13%
CC
836
Copperleaf Capital
North Carolina
$1.91M +$119K +1,526 +7%
BCWM
837
Bartlett & Co Wealth Management
Ohio
$1.91M +$27.2K +347 +1%
GP
838
Greenline Partners
New York
$1.91M – – –
GBA
839
Garrison Bradford & Associates
New York
$1.9M +$313 +4 +0%
AF
840
Alerus Financial
North Dakota
$1.9M +$1.9M +24,208 New
NG
841
Norden Group
Utah
$1.89M +$1.13M +14,431 +148%
AIM
842
Aspen Investment Management
Michigan
$1.89M +$619K +7,908 +49%
3IP
843
3Chopt Investment Partners
Virginia
$1.89M -$229K -2,920 -11%
AWP
844
Ascent Wealth Partners
New York
$1.87M +$24.4K +312 +1%
PCIA
845
Prime Capital Investment Advisors
Kansas
$1.85M +$353K +4,503 +23%
PWW
846
Pettyjohn Wood & White
Virginia
$1.85M +$12.1K +155 +0.7%
CIG
847
Cullen Investment Group
Louisiana
$1.85M +$1.85M +23,643 New
CWA
848
Crux Wealth Advisors
California
$1.85M +$527K +6,727 +40%
1SB
849
1ST Source Bank
Indiana
$1.84M -$5.48K -70 -0.3%
CCM
850
Coldstream Capital Management
Washington
$1.84M +$201K +2,571 +12%
32 33
34
35 36