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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 %
ISFAN
976
Investor's Fiduciary Advisor Network
Washington
$1.21M -$81.9K -1,046 -6%
CIA
977
Concurrent Investment Advisors
Florida
$1.2M +$154K +1,973 +15%
AFG
978
Atomi Financial Group
New York
$1.2M +$11.3K +144 +0.9%
NCM
979
Neumann Capital Management
California
$1.19M +$9.79K +125 +0.8%
RA
980
RiverPark Advisors
New York
$1.19M -$54.2K -692 -4%
PP
981
Postrock Partners
Oregon
$1.18M – – –
FFG
982
Frisch Financial Group
New York
$1.18M -$12.6K -161 -1%
MCM
983
Maltese Capital Management
New York
$1.17M +$1.17M +15,000 New
PIC
984
PCJ Investment Counsel
Ontario, Canada
$1.17M +$1.17M +15,000 New
UBG
985
United Bank (Georgia)
Georgia
$1.17M +$186K +2,377 +19%
CTC
986
Central Trust Company
Missouri
$1.17M +$272K +3,471 +30%
KLWA
987
Kelly Lawrence W & Associates
California
$1.17M -$3.91K -50 -0.3%
VAM
988
Verity Asset Management
North Carolina
$1.17M +$607K +7,760 +108%
JFA
989
JNBA Financial Advisors
Minnesota
$1.17M -$27K -345 -2%
RFC
990
Regions Financial Corp
Alabama
$1.17M +$147K +1,880 +14%
AWM
991
Axxcess Wealth Management
California
$1.16M +$130K +1,659 +13%
IBOK
992
Independence Bank of Kentucky
Kentucky
$1.16M -$83K -1,060 -7%
VF
993
Vest Financial
Virginia
$1.16M +$492K +6,289 +74%
RMDI
994
R.M. Davis Inc
Maine
$1.16M -$16.4K -210 -1%
ACA
995
Aptus Capital Advisors
Alabama
$1.16M +$127K +1,624 +12%
SI
996
Scharf Investments
California
$1.16M – – –
GFG
997
Greystone Financial Group
Michigan
$1.15M -$30.8K -394 -3%
GM
998
GeoWealth Management
Illinois
$1.15M -$340K -4,341 -23%
CCA
999
Checchi Capital Advisers
California
$1.14M +$28.9K +369 +3%
FIM
1000
Fruth Investment Management
Texas
$1.13M -$23.5K -300 -2%
38 39
40
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