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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 %
OL
1501
OneFund LLC
Florida
$309K -$391 -5 -0.1%
VST
1502
Van Strum & Towne
California
$309K – – –
BAM
1503
Boyar Asset Management
New York
$309K – – –
NRW
1504
Nova R Wealth
Kansas
$308K – – –
FBFS
1505
First Business Financial Services
Wisconsin
$308K – – –
KA
1506
Kovack Advisors
Florida
$308K -$17.7K -226 -5%
DFA
1507
Delta Financial Advisors
Louisiana
$307K -$39.1K -500 -11%
CRI
1508
Colonial River Investments
Virginia
$307K +$307K +3,921 New
DP
1509
Denver PWM
Colorado
$306K -$18.2K -232 -6%
PWM
1510
Purus Wealth Management
California
$306K +$548 +7 +0.2%
KFC
1511
Klingenstein Fields & Co
New York
$305K +$391 +5 +0.1%
TF
1512
Trek Financial
Arizona
$304K +$626 +8 +0.2%
FIM
1513
Freedom Investment Management
Connecticut
$303K +$28.1K +359 +10%
RCP
1514
Rothschild Capital Partners
New York
$302K -$7.2K -92 -2%
BWS
1515
Broadway Wealth Solutions
Texas
$302K -$17.1K -218 -5%
BFO
1516
Biltmore Family Office
North Carolina
$302K +$1.1K +14 +0.4%
OCG
1517
Opus Capital Group
Ohio
$302K +$938 +12 +0.3%
NCM
1518
Noesis Capital Mangement
Florida
$301K -$3.91K -50 -1%
PWA
1519
Principia Wealth Advisory
Texas
$301K +$978 +13 +0.3%
USWIA
1520
UP Strategic Wealth Investment Advisors
Pennsylvania
$300K +$6.11K +78 +2%
AIFAIM
1521
American Institute for Advanced Investment Management
Arizona
$299K – – –
BOSSRA
1522
B.O.S.S. Retirement Advisors
Utah
$299K -$77K -984 -20%
CHP
1523
Cable Hill Partners
Oregon
$299K +$163 +2 +0.1%
CPA
1524
Court Place Advisors
Maryland
$297K -$15.7K -200 -5%
SOS
1525
Silver Oak Securities
Tennessee
$297K +$297K +3,817 New
59 60
61
62 63