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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 %
SAM
1751
Sherman Asset Management
California
$118K – – –
QL
1752
Quarry LP
New York
$115K -$78.7K -1,005 -41%
HWM
1753
Hemington Wealth Management
Virginia
$114K +$7.47K +96 +7%
MCM
1754
MV Capital Management
Maryland
$114K +$783 +10 +0.7%
RP
1755
Rowlandmiller & Partners
Georgia
$112K +$112K +1,435 New
DCM
1756
Davis Capital Management
Florida
$110K – – –
EI
1757
eCIO Inc
Wisconsin
$110K +$110K +1,399 New
CM
1758
Capula Management
Cayman Islands
$109K +$109K +1,395 New
TCOV
1759
Trust Company of Vermont
Vermont
$109K -$31.3K -400 -22%
API
1760
Asset Planning Inc
California
$105K +$157 +2 +0.1%
AWM
1761
Atticus Wealth Management
Florida
$104K – – –
ITIM
1762
Indiana Trust & Investment Management
Indiana
$99.8K – – –
C
1763
Covestor
United Kingdom
$99K -$938 -12 -0.9%
WAS
1764
Wesleyan Assurance Society
United Kingdom
$98K – – –
NCM
1765
Northwest Capital Management
Oregon
$97.6K +$391 +5 +0.4%
MEG
1766
Millstone Evans Group
Colorado
$97.3K +$783 +10 +0.8%
OIA
1767
Optimum Investment Advisors
Illinois
$96.1K +$78 +1 +0.1%
PWM
1768
Proathlete Wealth Management
Florida
$95.8K +$95.8K +1,223 New
RMP
1769
Richards, Merrill & Peterson
Washington
$94.1K – – –
HFS
1770
Hantz Financial Services
Michigan
$92K +$30.6K +392 +50%
AF
1771
Abound Financial
California
$91.8K +$91.8K +1,173 New
IAS
1772
IMA Advisory Services
Colorado
$90K +$90K +1,150 New
HCP
1773
Hexagon Capital Partners
Arkansas
$87.9K -$314K -4,008 -78%
CBT
1774
Crews Bank & Trust
Florida
$87.9K – – –
PP
1775
Pacifica Partners
Canada
$86.2K +$3.07K +41 +4%
69 70
71
72 73