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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 %
AC
1601
AlphaCore Capital
California
$250K +$250K +3,192 New
BGAI
1602
Bruce G. Allen Investments
Colorado
$249K +$21.7K +277 +10%
EWA
1603
Exencial Wealth Advisors
Oklahoma
$249K -$32.6K -416 -12%
FFC
1604
First Financial Corp
Indiana
$248K -$803K -10,259 -76%
CA
1605
Cornerstone Advisory
Maryland
$248K +$83 +1 +0%
BWA
1606
Blodgett Wealth Advisors
California
$248K – – –
WPP
1607
Whalerock Point Partners
Rhode Island
$248K – – –
BBNA
1608
Bremer Bank National Association
Minnesota
$247K +$18.7K +239 +8%
RWA
1609
Redhawk Wealth Advisors
Minnesota
$247K +$391 +5 +0.2%
PL
1610
Plancorp LLC
Missouri
$247K +$20.1K +257 +9%
ACIM
1611
Azimuth Capital Investment Management
Michigan
$247K -$36.8K -470 -13%
WCF
1612
West Coast Financial
California
$247K +$7.83K +100 +3%
FIB
1613
First Interstate Bank
Montana
$245K -$144K -1,841 -37%
SGCA
1614
Steel Grove Capital Advisors
Tennessee
$244K -$292K -3,730 -54%
OWP
1615
Obermeyer Wealth Partners
Colorado
$244K -$156K -1,998 -39%
BDFN
1616
Bond & Devick Financial Network
Minnesota
$243K +$243K +3,108 New
RDWM
1617
Red Door Wealth Management
Tennessee
$243K +$2.35K +30 +1%
SFG
1618
SNS Financial Group
Minnesota
$243K +$4.46K +57 +2%
TTWM
1619
TCV Trust & Wealth Management
Virginia
$241K – – –
HWP
1620
Highline Wealth Partners
California
$241K +$4.23K +54 +2%
PB
1621
Pinnacle Bancorp
Nebraska
$241K – – –
FFO
1622
Fiduciary Family Office
Florida
$241K +$241K +3,075 New
MFA
1623
Morling Financial Advisors
California
$240K +$240K +3,070 New
SWRP
1624
Summit Wealth & Retirement Planning
California
$240K +$240K +3,061 New
FHA
1625
Flagship Harbor Advisors
Massachusetts
$239K +$5.48K +70 +2%
63 64
65
66 67