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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
27.16%
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 %
PFA
876
Professional Financial Advisors
Nebraska
$1.64M +$23.8K +304 +1%
KF
877
Krilogy Financial
Missouri
$1.63M +$122K +1,558 +8%
SAI
878
Savvy Advisors Inc
New York
$1.63M +$108K +1,378 +7%
NAS
879
Nicolet Advisory Services
Wisconsin
$1.62M +$57.9K +784 +4%
RWM
880
Ritholtz Wealth Management
New York
$1.62M +$242K +3,089 +18%
CIP
881
Convergence Investment Partners
Florida
$1.61M +$1.61M +20,614 New
RIL
882
Rothschild Investment LLC
Illinois
$1.61M -$23.3K -297 -1%
RCM
883
Rokos Capital Management
United Kingdom
$1.61M +$1.61M +20,524 New
CWM
884
Congress Wealth Management
Massachusetts
$1.6M +$1.36M +17,377 +583%
LAM
885
Lummis Asset Management
Texas
$1.6M +$643K +8,086 +68%
NEI
886
Northwest & Ethical Investments
Ontario, Canada
$1.59M +$1.59M +20,400 New
SG
887
StoneX Group
New York
$1.59M +$212K +2,708 +15%
ERIC
888
Eagle Rock Investment Company
Georgia
$1.59M – – –
HBT
889
Hills Bank & Trust
Iowa
$1.59M +$46.6K +595 +3%
RCM
890
RMR Capital Management
California
$1.58M +$97.3K +1,243 +7%
ECM
891
ExodusPoint Capital Management
New York
$1.58M -$19.3M -245,923 -92%
MME
892
Meag Munich Ergo
Germany
$1.58M +$376K +4,797 +31%
BCV
893
Banque Cantonale Vaudoise
Switzerland
$1.58M +$1.58M +20,119 New
LGA
894
Lebenthal Global Advisors
New York
$1.57M -$101K -1,287 -6%
HAM
895
Hedges Asset Management
Nevada
$1.57M -$78.3K -1,000 -5%
GA
896
Greenhaven Associates
New York
$1.57M – – –
ZIG
897
Zullo Investment Group
Pennsylvania
$1.56M -$36.7K -469 -2%
MC
898
Moors & Cabot
Massachusetts
$1.56M -$196K -2,498 -11%
RCM
899
Riverpark Capital Management
New York
$1.55M -$31K -396 -2%
TPCW
900
TD Private Client Wealth
New York
$1.55M +$1.17M +14,943 +307%
34 35
36
37 38