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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 %
A
126
AustralianSuper
Australia
$107M -$42.5M -543,001 -28%
LPL Financial
127
LPL Financial
California
$106M +$7.04M +89,882 +7%
O
128
Ossiam
France
$106M +$35.6M +454,776 +51%
Parnassus Investments
129
Parnassus Investments
California
$102M -$30.4M -387,840 -23%
Bank of Nova Scotia
130
Bank of Nova Scotia
Ontario, Canada
$102M +$2.24M +28,557 +2%
Korea Investment Corp
131
Korea Investment Corp
South Korea
$100M +$11.5M +147,176 +13%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$100M +$7.46M +95,341 +8%
New York State Teachers Retirement System (NYSTRS)
133
New York State Teachers Retirement System (NYSTRS)
New York
$97.9M -$885K -11,308 -0.9%
Canada Life
134
Canada Life
Manitoba, Canada
$97.8M +$7.41M +94,553 +8%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$94.4M +$2.58M +32,931 +3%
Universal-Beteiligungs- und Servicegesellschaft
136
Universal-Beteiligungs- und Servicegesellschaft
Germany
$92.5M +$5.39M +68,858 +6%
Holocene Advisors
137
Holocene Advisors
New York
$90.2M +$27.4M +350,176 +44%
CM
138
Cercano Management
Washington
$88.9M – – –
JCM
139
Junto Capital Management
New York
$88.6M +$88.6M +1,132,385 New
Aviva
140
Aviva
United Kingdom
$87.9M +$12.7M +162,856 +17%
Fidelity International
141
Fidelity International
Bermuda
$86.4M +$14.1M +180,616 +20%
Cerity Partners
142
Cerity Partners
New York
$85.4M +$2.13M +27,603 +3%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$85.1M +$7.46M +95,336 +10%
BNP Paribas Asset Management
144
BNP Paribas Asset Management
France
$81.8M +$60.7M +775,456 +288%
Ninety One (UK)
145
Ninety One (UK)
United Kingdom
$81.7M -$16.7M -213,049 -17%
CIC
146
Crawford Investment Counsel
Georgia
$81.2M -$1.38M -17,576 -2%
Pictet Asset Management
147
Pictet Asset Management
Switzerland
$81M +$3.7M +47,244 +5%
SL
148
Summitry LLC
California
$80.6M +$1.05M +13,406 +1%
APG Asset Management
149
APG Asset Management
Netherlands
$80.2M +$1.43M +19,727 +2%
BCPEMI
150
Bain Capital Public Equity Management II
Massachusetts
$79.6M +$79.6M +1,016,931 New
4 5
6
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