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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 %
RSVP
1076
Ramsay Stattman Vela & Price
Colorado
$915K +$44.6K +570 +5%
LWM
1077
Lodestone Wealth Management
Washington
$915K +$3.05K +39 +0.3%
MA
1078
Mutual Advisors
Nebraska
$908K +$33.7K +421 +4%
EBT
1079
Enterprise Bank & Trust
Massachusetts
$908K +$30K +383 +3%
IA
1080
Inspire Advisors
Idaho
$906K -$644K -8,232 -42%
LC
1081
Lindbrook Capital
California
$904K -$7.28K -93 -0.8%
SS
1082
Sunbelt Securities
Texas
$900K +$63.6K +813 +8%
PCS
1083
Personal CFO Solutions
New Jersey
$897K +$17.3K +221 +2%
SWM
1084
SeaCrest Wealth Management
New York
$897K -$24K -307 -3%
PL
1085
Perpetual Ltd
Australia
$896K +$466K +5,957 +108%
DBIA
1086
Dumont & Blake Investment Advisors
New Jersey
$894K +$4.31K +55 +0.5%
LS
1087
Livforsakringsbolaget Skandia
Sweden
$893K – – –
PWG
1088
Portside Wealth Group
Utah
$893K +$893K +11,403 New
MAM
1089
Mystic Asset Management
Rhode Island
$891K +$69.7K +891 +8%
BMCM
1090
Burns Matteson Capital Management
New York
$891K -$153K -1,951 -15%
ATWA
1091
Arbor Trust Wealth Advisors
Michigan
$889K +$113K +1,441 +15%
DKCM
1092
Davidson Kahn Capital Management
California
$888K -$19.6K -251 -2%
TNB
1093
Thomasville National Bank
Georgia
$888K -$17.8K -227 -2%
NL
1094
Navalign LLC
California
$885K -$9.39K -120 -1%
JMFC
1095
J.M. Forbes & Co
Massachusetts
$885K +$556K +7,100 +169%
IFWM
1096
Institute for Wealth Management
Colorado
$883K -$235 -3 -0%
PAM
1097
Palisade Asset Management
Minnesota
$882K -$1.2M -15,391 -58%
USCWA
1098
U.S. Capital Wealth Advisors
Texas
$865K -$21.3K -272 -2%
NJIM
1099
Nabity-Jensen Investment Management
Nebraska
$864K +$1.88K +24 +0.2%
CG
1100
Cynosure Group
Utah
$863K +$2.9K +37 +0.3%
42 43
44
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