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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 %
ACM
1276
Arcataur Capital Management
Wisconsin
$543K -$36.4K -465 -6%
IC
1277
Inscription Capital
Texas
$542K +$542K +7,496 New
BFA
1278
Bragg Financial Advisors
North Carolina
$542K +$8.06K +103 +2%
AWA
1279
Arete Wealth Advisors
Illinois
$542K +$105K +1,340 +24%
BWG
1280
Beta Wealth Group
California
$541K +$78 +1 +0%
VCM
1281
Voleon Capital Management
California
$540K +$540K +6,903 New
MJRIC
1282
Mogy Joel R Investment Counsel
California
$540K +$19.2K +245 +4%
AFM
1283
Aspetuck Financial Management
Connecticut
$538K -$11.7K -150 -2%
PTP
1284
Platform Technology Partners
New York
$538K +$3.52K +45 +0.7%
MWM
1285
Mission Wealth Management
California
$537K +$48.1K +615 +10%
GPA
1286
Garrison Point Advisors
California
$537K -$15.7K -200 -3%
AAM
1287
Auxier Asset Management
Oregon
$536K – – –
LCM
1288
Lazari Capital Management
California
$536K -$115K -1,466 -18%
SEIA
1289
Signature Estate & Investment Advisors
California
$535K +$18.3K +234 +4%
TSMHT
1290
Thurston Springer Miller Herd & Titak
Indiana
$535K +$65.9K +841 +14%
LC
1291
LCNB Corp
Ohio
$533K +$7.83K +100 +1%
SFS
1292
Sowell Financial Services
Arkansas
$533K +$533K +6,803 New
PMFA
1293
Plante Moran Financial Advisors
Michigan
$530K -$1.64K -21 -0.3%
PCM
1294
Pointe Capital Management
Michigan
$528K -$141K -1,795 -21%
ECM
1295
Exchange Capital Management
Michigan
$528K +$134K +1,717 +34%
FMLI
1296
Fukoku Mutual Life Insurance
Japan
$526K – – –
IFU
1297
iSAM Funds (UK)
United Kingdom
$526K +$157K +2,010 +43%
HFM
1298
Harvest Fund Management
China
$525K +$85.9K +1,096 +20%
CAG
1299
Csenge Advisory Group
Florida
$524K +$381 +5 +0.1%
MFA
1300
Mayflower Financial Advisors
Massachusetts
$524K -$40.6K -519 -7%
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