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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 %
WCM
926
Whitener Capital Management
North Carolina
$1.39M +$491K +6,278 +54%
FFM
927
Forum Financial Management
Illinois
$1.39M -$147K -1,876 -10%
NAM
928
NorthCrest Asset Manangement
Minnesota
$1.39M +$199K +2,537 +17%
MWP
929
Meriwether Wealth & Planning
Louisiana
$1.39M +$146K +1,860 +12%
SBFM
930
S-Bank Fund Management
Finland
$1.38M +$1.38M +17,624 New
GC
931
Grimes & Company
Massachusetts
$1.38M -$1.39M -17,789 -50%
TF
932
TLWM Financial
Texas
$1.38M +$86.6K +1,106 +7%
AWA
933
Aaron Wealth Advisors
Illinois
$1.36M +$22.1K +282 +2%
SAM
934
Shell Asset Management
Netherlands
$1.36M -$30.4K -388 -2%
GAA
935
Guardian Asset Advisors
Pennsylvania
$1.35M -$19.3K -247 -1%
FNBT
936
FineMark National Bank & Trust
Florida
$1.35M -$13.2K -169 -1%
ETC
937
Exchange Traded Concepts
Oklahoma
$1.35M -$9.36M -119,568 -87%
TAM
938
Trust Asset Management
Texas
$1.35M -$94.8K -1,211 -7%
TP
939
Tranquility Partners
Tennessee
$1.34M -$19.5K -249 -1%
AAM
940
Advisors Asset Management
Colorado
$1.34M -$41.4K -529 -3%
WWM
941
Wolff Wiese Magana
California
$1.34M +$1M +12,807 +298%
JLBC
942
J.L. Bainbridge & Co
Florida
$1.33M -$54.8K -700 -4%
CP
943
Canopy Partners
Ohio
$1.33M +$60.8K +777 +5%
WG
944
Winton Group
United Kingdom
$1.33M +$1.33M +16,946 New
MCM
945
Mainstream Capital Management
California
$1.32M +$62.2K +794 +5%
HAM
946
Hickory Asset Management
Ohio
$1.31M -$61.7K -788 -4%
CI
947
Cigna Investments
Connecticut
$1.31M +$102K +1,306 +8%
MBT
948
Montecito Bank & Trust
California
$1.31M – – –
BW
949
BIP Wealth
Georgia
$1.31M -$123K -1,569 -9%
ONB
950
Old National Bancorp
Indiana
$1.3M +$268K +3,428 +26%
36 37
38
39 40