Charles Schwab
SCHW
SCHW
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
Boston,
Massachusetts
|
+$1.74B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.55B |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.44B |
| 4 |
BlackRock
New York
|
+$1.41B |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.04B |
Top Sellers
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$14.5B |
| 2 |
Coatue Management
New York
|
-$334M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$252M |
| 4 |
First Eagle Investment Management
New York
|
-$235M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$125M |