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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 %
WF
1576
Wayfinding Financial
Washington
$263K -$5.47K -70 -2%
MWM
1577
Maridea Wealth Management
New York
$263K -$56K -716 -18%
SWM
1578
Seed Wealth Management
Illinois
$263K – – –
CFA
1579
CWS Financial Advisors
Michigan
$262K – – –
SPWM
1580
Spartan Planning & Wealth Management
North Carolina
$262K +$22K +281 +9%
SNPAM
1581
St. Nicholas Private Asset Management
Florida
$261K – – –
FRM
1582
Fox Run Management
Connecticut
$260K -$1.04M -13,337 -80%
GWANC
1583
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K +$14.7K +188 +6%
SFG
1584
Shum Financial Group
California
$260K +$46K +588 +22%
LWM
1585
LongView Wealth Management
Georgia
$258K +$861 +11 +0.3%
FHA
1586
First Horizon Advisors
Tennessee
$258K +$18.6K +237 +8%
TA
1587
TrueWealth Advisors
Alabama
$258K -$4.62K -59 -2%
BCA
1588
Bay Colony Advisors
Massachusetts
$257K +$13.6K +175 +6%
WCM
1589
Wedge Capital Management
North Carolina
$256K +$256K +3,273 New
PIA
1590
Perennial Investment Advisors
California
$256K +$17.1K +219 +7%
LPT
1591
Legacy Private Trust
Wisconsin
$256K -$7.05K -90 -3%
LTAS
1592
Linden Thomas Advisory Services
North Carolina
$255K +$4.93K +63 +2%
APG
1593
Abacus Planning Group
South Carolina
$255K +$22.2K +283 +10%
BAM
1594
BOS Asset Management
Illinois
$255K -$7.83K -100 -3%
DE
1595
Diversified Enterprises
Delaware
$254K +$254K +3,248 New
LHC
1596
Little House Capital
Massachusetts
$253K – – –
WA1
1597
Wimmer Associates 1
California
$252K -$5.17K -60 -2%
QC
1598
Quent Capital
New York
$250K +$26.4K +337 +12%
SIC
1599
Sigma Investment Counselors
Michigan
$250K – – –
CA
1600
Calton & Associates
Florida
$250K +$250K +3,197 New
62 63
64
65 66