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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 %
UCI
1001
Uncommon Cents Investing
Wisconsin
$1.13M – – –
TFA
1002
Tranquilli Financial Advisor
New Jersey
$1.12M -$5.95K -76 -0.5%
RI
1003
Ridgewood Investments
New Jersey
$1.12M -$47.4K -605 -4%
SRC
1004
Sage Rhino Capital
California
$1.12M +$28.6K +366 +3%
CFG
1005
Cooper Financial Group
California
$1.12M +$23.3K +298 +2%
ICM
1006
IMS Capital Management
Oregon
$1.11M – – –
FFA
1007
Farther Finance Advisors
California
$1.11M +$248K +3,199 +29%
FC
1008
Fusion Capital
South Carolina
$1.11M +$162K +2,072 +17%
SLI
1009
Sumitomo Life Insurance
Japan
$1.1M -$11.3K -144 -1%
SMC
1010
Smith, Moore & Co
Missouri
$1.09M -$56.1K -717 -5%
WKWM
1011
Walter & Keenan Wealth Management
Indiana
$1.09M +$2.43K +31 +0.2%
QIM
1012
Quantitative Investment Management
Virginia
$1.08M -$272K -3,476 -20%
LA
1013
LexAurum Advisors
Kansas
$1.08M -$85.1K -1,087 -7%
DI
1014
Disciplined Investors
Texas
$1.08M -$17.9K -229 -2%
DWM
1015
Destination Wealth Management
California
$1.07M -$46.5K -594 -4%
QI
1016
Qtron Investments
Massachusetts
$1.07M – – –
LCM
1017
Leisure Capital Management
California
$1.07M – – –
IAS
1018
Insigneo Advisory Services
Florida
$1.07M +$300K +3,833 +39%
SPC
1019
Sigma Planning Corp
Michigan
$1.06M +$389K +4,965 +58%
WA
1020
Wealth Alliance
New York
$1.05M +$425K +5,425 +68%
VA
1021
VestGen Advisors
Illinois
$1.05M +$1.05M +13,429 New
IIM
1022
Intact Investment Management
Quebec, Canada
$1.05M -$70.5K -900 -6%
RBI
1023
Raiffeisen Bank International
Austria
$1.05M +$264K +3,394 +34%
MC
1024
Matisse Capital
Oregon
$1.04M -$19.6K -250 -2%
PMSA
1025
Patrick M. Sweeney & Associates
Illinois
$1.03M +$78 +1 +0%
39 40
41
42 43