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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 %
BOH
901
Bank of Hawaii
Hawaii
$1.53M -$105K -1,341 -6%
BLC
902
Brown, Lisle/Cummings
Rhode Island
$1.53M +$232K +2,968 +18%
WBCM
903
Wilson & Boucher Capital Management
California
$1.53M -$110K -1,400 -7%
RC
904
RBF Capital
California
$1.53M -$235K -3,000 -13%
CHC
905
City Holding Co
West Virginia
$1.52M -$2.27K -29 -0.1%
JWM
906
Jeppson Wealth Management
California
$1.51M -$28.7K -367 -2%
HPC
907
HM Payson & Co
Maine
$1.51M +$10.2K +130 +0.7%
CSIC
908
Clifford Swan Investment Counsel
California
$1.5M -$117K -1,500 -7%
MS
909
Maven Securities
Jersey
$1.49M -$1.41M -18,047 -49%
FFN
910
Focus Financial Network
Minnesota
$1.49M +$40.5K +518 +3%
FIA
911
Foundations Investment Advisors
Arizona
$1.48M -$329K -4,209 -18%
AC
912
Arjuna Capital
North Carolina
$1.48M +$1.48M +18,861 New
AWM
913
Aviso Wealth Management
Washington
$1.48M +$412K +5,263 +39%
SIA
914
Schechter Investment Advisors
Michigan
$1.47M +$401K +5,125 +38%
GCM
915
Graham Capital Management
Connecticut
$1.46M -$7.33M -93,665 -83%
FCBT
916
First Citizens Bank & Trust
North Carolina
$1.46M -$249K -3,184 -15%
SDIC
917
South Dakota Investment Council
South Dakota
$1.46M -$125K -1,600 -8%
KFSC
918
Keystone Financial Services (Colorado)
Colorado
$1.44M -$18.1K -231 -1%
FDS
919
First Dallas Securities
Texas
$1.44M -$31.2K -398 -2%
CA
920
Commerzbank Aktiengesellschaft
Germany
$1.44M +$566K +7,227 +65%
PFP
921
Pinnacle Financial Partners
Tennessee
$1.44M +$1.3M +16,664 +928%
CAM
922
Cidel Asset Management
Ontario, Canada
$1.43M – – –
PAM
923
Panagora Asset Management
Massachusetts
$1.42M -$8.45K -108 -0.6%
PCA
924
Pallas Capital Advisors
Massachusetts
$1.41M +$1.41M +17,997 New
MWC
925
MBM Wealth Consultants
Missouri
$1.4M +$17.4K +222 +1%
35 36
37
38 39