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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 %
AI
951
AXS Investments
New York
$1.3M -$2.82K -36 -0.2%
FRA
952
Frank Rimerman Advisors
California
$1.29M +$194K +2,472 +18%
CHAM
953
Clear Harbor Asset Management
Connecticut
$1.29M -$86.1K -1,100 -6%
EWM
954
Elmwood Wealth Management
California
$1.28M -$76.9K -982 -6%
BPCE
955
Bank Pictet & Cie (Europe)
Germany
$1.27M +$1.27M +16,269 New
AGWCA
956
Annis Gardner Whiting Capital Advisors
Florida
$1.27M -$642K -8,203 -34%
PWA
957
Providence Wealth Advisors
Illinois
$1.27M +$8.5K +110 +0.7%
EFG
958
Embree Financial Group
Illinois
$1.27M +$16.8K +215 +1%
AIP
959
Ameritas Investment Partners
Nebraska
$1.27M +$131K +1,669 +11%
AM
960
AGF Management
Ontario, Canada
$1.27M +$1.27M +16,212 New
HCM
961
Hodges Capital Management
Texas
$1.27M -$713K -9,106 -36%
WS
962
Wedbush Securities
California
$1.27M +$44.1K +563 +4%
Acadian Asset Management
963
Acadian Asset Management
Massachusetts
$1.27M +$1.19M +15,287 +1,674%
BCM
964
Birmingham Capital Management
Alabama
$1.26M -$7.83K -100 -0.6%
WPC
965
Wedmont Private Capital
Pennsylvania
$1.25M +$134K +1,739 +12%
HFS
966
Howard Financial Services
Texas
$1.25M +$9.32K +119 +0.8%
NCM
967
Next Capital Management
New York
$1.25M -$185K -2,360 -13%
SAM
968
Smartleaf Asset Management
Massachusetts
$1.23M +$92.8K +1,193 +8%
CSC
969
Cove Street Capital
California
$1.23M -$1.11M -14,156 -47%
Grantham, Mayo, Van Otterloo & Co (GMO)
970
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22M +$84.7K +1,082 +7%
FCFC
971
First Commonwealth Financial Corp
Pennsylvania
$1.22M +$205K +2,618 +20%
DIA
972
Dana Investment Advisors
Wisconsin
$1.22M +$34.9K +446 +3%
SWA
973
Stratos Wealth Advisors
Ohio
$1.22M +$121K +1,544 +11%
CC
974
Chicago Capital
Illinois
$1.22M – – –
GAMC
975
Garner Asset Management Corp
Texas
$1.21M -$126K -1,606 -9%
37 38
39
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