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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
27.17%
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 %
CWM
1251
Circle Wealth Management
New Jersey
$579K – – –
JIC
1252
Joel Isaacson & Co
New York
$578K +$548 +7 +0.1%
IWM
1253
IHT Wealth Management
Illinois
$576K -$12.4K -158 -2%
DRD
1254
Dennis R. Delaney
$576K +$576K +7,355 New
KHCM
1255
Kirtland Hills Capital Management
Ohio
$575K +$4.42K +58 +0.8%
LFA
1256
Legacy Financial Advisors
Kentucky
$572K +$52.7K +673 +10%
IIA
1257
Integral Investment Advisors
California
$571K -$235K -3,005 -29%
CAM
1258
Cozad Asset Management
Illinois
$569K +$78 +1 +0%
MWM
1259
Modern Wealth Management
Kansas
$568K -$286K -3,654 -33%
BG
1260
Bahl & Gaynor
Ohio
$567K +$20.8K +266 +4%
TWPM
1261
Total Wealth Planning & Management
Florida
$566K -$47K -601 -8%
AFP
1262
Ausdal Financial Partners
Iowa
$565K +$51K +651 +10%
MFF
1263
Michels Family Financial
Texas
$564K +$8.22K +105 +1%
IB
1264
Intrust Bank
Kansas
$563K -$18.8K -240 -3%
RIM
1265
RW Investment Management
Idaho
$562K – – –
BCG
1266
BayBridge Capital Group
California
$557K -$972K -12,422 -64%
HBS
1267
Howard Bailey Securities
Indiana
$555K -$106K -1,358 -16%
ICP
1268
Impact Capital Partners
Colorado
$552K -$17.5K -223 -3%
NRS
1269
Neville Rodie & Shaw
New York
$552K +$129K +1,650 +31%
TCM
1270
Traynor Capital Management
Pennsylvania
$549K -$22.2K -283 -4%
NW
1271
Naviter Wealth
Arkansas
$548K +$7.47K +96 +1%
ALAM
1272
Asahi Life Asset Management
Japan
$546K +$301K +3,840 +122%
EI
1273
Ellevest Inc
New York
$546K -$2.82K -36 -0.5%
BPW
1274
Bingham Private Wealth
California
$545K +$54.3K +694 +11%
BA
1275
Bridgewater Advisors
New York
$543K +$543K +6,679 New
49 50
51
52 53