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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 %
CIC
851
Cornercap Investment Counsel
Georgia
$1.84M -$20.4K -260 -1%
CA
852
Continuum Advisory
Idaho
$1.84M +$1.13M +14,442 +160%
PA
853
Pinnacle Associates
New York
$1.83M -$62.1K -793 -3%
RWA
854
Roberts Wealth Advisors
California
$1.82M -$4.85K -62 -0.3%
PA
855
Profund Advisors
Maryland
$1.82M +$181K +2,317 +11%
MAS
856
Meeder Advisory Services
Ohio
$1.82M +$156K +1,998 +9%
VIM
857
VELA Investment Management
Ohio
$1.81M -$40.1K -512 -2%
DIS
858
Diversified Investment Strategies
Louisiana
$1.81M -$9.79K -125 -0.5%
ASN
859
Advisory Services Network
Georgia
$1.8M +$227K +2,896 +14%
MC
860
Machina Capital
France
$1.8M -$30.1K -385 -2%
CTA
861
Chesley Taft & Associates
Illinois
$1.79M -$21.5K -275 -1%
IA
862
IFP Advisors
Florida
$1.76M +$37.4K +478 +2%
HT
863
Headlands Technologies
Illinois
$1.76M -$2.86M -36,525 -62%
PD
864
Point72 (DIFC)
United Arab Emirates
$1.76M -$5.24M -66,958 -75%
SAG
865
SageView Advisory Group
California
$1.75M -$12.7K -162 -0.7%
CNC
866
Citizens & Northern Corp
Pennsylvania
$1.74M +$57K +728 +3%
BP
867
Ballentine Partners
Massachusetts
$1.73M -$70.5K -900 -4%
LBA
868
Letko, Brosseau & Associates
Quebec, Canada
$1.71M – – –
RP
869
Riverwater Partners
Wisconsin
$1.71M -$16.7K -213 -1%
TIAA Trust, National Association
870
TIAA Trust, National Association
North Carolina
$1.71M -$77.9K -995 -4%
ESB
871
Essex Savings Bank
Connecticut
$1.7M -$11.4K -146 -0.7%
CCA
872
Covey Capital Advisors
Georgia
$1.7M +$14.2K +181 +0.8%
HCMT
873
Highland Capital Management (Tennessee)
Tennessee
$1.69M -$43.6K -557 -3%
NHC
874
Nicholas Hoffman & Company
Georgia
$1.69M +$40.9K +523 +2%
UB
875
UMB Bank
Missouri
$1.64M -$26.3K -336 -2%
33 34
35
36 37