SCHW icon

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
27.17%
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
101
Sterling Capital Management
North Carolina
$170M -$6.81M -87,018 -4%
NPCM
102
North Peak Capital Management
New York
$165M +$19.6M +250,873 +14%
KBC Group
103
KBC Group
Belgium
$164M -$3.73M -47,594 -2%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$163M +$13.1M +167,417 +9%
Two Sigma Investments
105
Two Sigma Investments
New York
$152M +$101M +1,283,960 +194%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$148M -$11.9M -151,692 -7%
MIP
107
Mondrian Investment Partners
United Kingdom
$146M -$9.35M -119,501 -6%
Alyeska Investment Group
108
Alyeska Investment Group
Illinois
$144M +$144M +1,842,082 New
Truist Financial
109
Truist Financial
North Carolina
$143M -$5.56M -71,054 -4%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$131M +$22.8M +290,948 +21%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$130M +$4.36M +62,329 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$129M -$66.6M -850,683 -34%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$127M +$53.9M +689,222 +73%
SEI Investments
114
SEI Investments
Pennsylvania
$127M +$29.1M +371,702 +30%
ACL
115
Azora Capital LP
Florida
$127M -$8.97M -114,576 -7%
LIP
116
Liontrust Investment Partners
United Kingdom
$126M -$4.99M -63,705 -4%
EIC
117
Equity Investment Corp
Georgia
$122M -$3.23M -41,215 -3%
FGP
118
Freestone Grove Partners
California
$122M +$95.3M +1,217,123 +359%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$122M +$6.96M +88,870 +6%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$121M +$18.9M +241,673 +19%
IIP
121
Intermede Investment Partners
United Kingdom
$121M +$121M +1,542,934 New
MC
122
Maverick Capital
Texas
$112M +$112M +1,425,125 New
Capital International Investors
123
Capital International Investors
California
$108M +$13.4M +170,806 +14%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107M -$17.4M -222,654 -14%
MG
125
Markel Group
Virginia
$107M +$78.3K +1,000 +0.1%
3 4
5
6 7