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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 %
SCM
1101
Stevens Capital Management
Pennsylvania
$862K -$64.6K -826 -7%
RSWM
1102
Robertson Stephens Wealth Management
California
$862K +$229K +2,919 +36%
BTI
1103
Blue Trust Inc
Georgia
$861K +$141K +1,795 +20%
SRWM
1104
Shira Ridge Wealth Management
California
$859K +$78 +1 +0%
AGC
1105
Aspen Grove Capital
Colorado
$858K +$295K +3,765 +52%
RA
1106
RFG Advisory
Alabama
$857K +$87.3K +1,115 +11%
SIM
1107
Stratos Investment Management
Ohio
$855K +$191K +2,444 +29%
HHRDM
1108
H&H Retirement Design & Management
Nevada
$842K – – –
HKIMG
1109
Hutchens & Kramer Investment Management Group
Indiana
$835K -$36.8K -470 -4%
DWM
1110
Dynasty Wealth Management
Florida
$835K +$835K +10,667 New
BWP
1111
Balboa Wealth Partners
Arizona
$834K +$198K +2,535 +31%
HA
1112
Herold Advisors
New York
$833K -$153K -1,959 -16%
NWM
1113
Northcape Wealth Management
New York
$833K -$67.3K -860 -7%
GAM
1114
Gemmer Asset Management
California
$830K +$2.98K +38 +0.4%
HHAA
1115
Henry H. Armstrong Associates
Pennsylvania
$829K – – –
AMM
1116
American Money Management
California
$827K -$30.2K -386 -4%
SIC
1117
SJS Investment Consulting
Ohio
$825K -$22.5K -288 -3%
BAM
1118
Bayview Asset Management
Florida
$822K +$822K +10,506 New
VPW
1119
Variant Private Wealth
Virginia
$821K +$2.66K +34 +0.3%
P
1120
Pitcairn
Pennsylvania
$820K +$11.4K +146 +1%
BOS
1121
Bank of Stockton
California
$820K +$41.9K +535 +5%
MIM
1122
Moseley Investment Management
Florida
$817K – – –
DAS
1123
Diversify Advisory Services
Utah
$817K -$2.54M -31,263 -76%
FNA
1124
First National Advisers
Nebraska
$814K -$368K -4,700 -31%
TFS
1125
Thoroughbred Financial Services
Tennessee
$813K -$21.4K -274 -3%
43 44
45
46 47