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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 %
DFA
1701
DHK Financial Advisors
New Hampshire
$202K +$202K +2,582 New
DFG
1702
Delta Financial Group
New Jersey
$202K +$202K +2,529 New
WGAM
1703
Wilkinson Global Asset Management
New York
$202K +$202K +2,580 New
SPWM
1704
Schrum Private Wealth Management
Florida
$200K +$200K +2,556 New
RTC
1705
Riverview Trust Company
Washington
$200K -$2.11K -27 -1%
EWP
1706
Elevation Wealth Partners
California
$198K +$626 +8 +0.3%
WTFG
1707
Wood Tarver Financial Group
Idaho
$198K +$313 +4 +0.2%
ADL
1708
Asset Dedication LLC
California
$195K +$6.97K +89 +4%
SWA
1709
SOA Wealth Advisors
New York
$195K -$66.4K -848 -25%
CFD
1710
Creative Financial Designs
Indiana
$195K +$4.23K +54 +2%
CH
1711
Cromwell Holdings
Wyoming
$193K – – –
ZBNA
1712
Zions Bancorporation, National Association
Utah
$189K +$189K +2,412 New
EB
1713
Eastern Bank
Massachusetts
$188K +$6.97K +89 +4%
GBT
1714
Grove Bank & Trust
Florida
$187K +$3.6K +46 +2%
AAP
1715
Arax Advisory Partners
Colorado
$180K +$4.15K +53 +2%
HB
1716
Horizon Bancorp
Indiana
$180K -$16.3K -208 -8%
LI
1717
LRI Investments
Florida
$179K +$1.41K +18 +0.8%
B
1718
Birchbrook
Maine
$177K -$12.9K -165 -7%
BTD
1719
BankPlus Trust Department
Mississippi
$177K +$2.04K +26 +1%
OC
1720
Oakworth Capital
Alabama
$177K – – –
MSWM
1721
Mowery & Schoenfeld Wealth Management
Illinois
$176K +$137K +1,745 +343%
UIA
1722
Ulland Investment Advisors
Minnesota
$176K +$11.4K +145 +7%
SS
1723
SBI Securities
Japan
$169K -$7.28K -93 -4%
UOTTAIMCU
1724
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$169K +$169K +2,156 New
CCG
1725
Ceeto Capital Group
Florida
$166K – – –
67 68
69
70 71