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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 %
PC
1801
Promus Capital
Illinois
$54.8K – – –
FMB
1802
Field & Main Bank
Kentucky
$54.8K – – –
WA
1803
Whipplewood Advisors
Colorado
$53.8K +$52.3K +22,453 +3,604%
SCB
1804
Saudi Central Bank
Saudi Arabia
$53.1K +$53.1K +678 New
MWM
1805
MorganRosel Wealth Management
Colorado
$52.3K +$52.3K +668 New
WA
1806
WPG Advisers
Maryland
$52.2K -$3.76K -48 -7%
CA
1807
Crewe Advisors
Utah
$51.7K +$2.43K +31 +5%
KHC
1808
Koesten Hirschmann & Crabtree
Kansas
$51.6K – – –
WPA
1809
West Paces Advisors
Georgia
$51.3K – – –
MMG
1810
Monetary Management Group
Missouri
$50.9K -$11.7K -150 -19%
SRCM
1811
Signature Resources Capital Management
California
$49.7K – – –
FFO
1812
Fortitude Family Office
Arizona
$47.3K – – –
GWP
1813
Gen-Wealth Partners
Michigan
$47K -$313 -4 -0.7%
GC
1814
Gould Capital
Washington
$47K – – –
DAM
1815
Delta Asset Management
Tennessee
$46.2K -$78.3K -1,000 -63%
GJIA
1816
Glass Jacobson Investment Advisors
Maryland
$45.6K – – –
TWC
1817
TD Waterhouse Canada
Ontario, Canada
$45.4K -$2.1K -27 -4%
CWA
1818
Carolina Wealth Advisors
South Carolina
$44.2K – – –
A
1819
AlphaQuest
New York
$43.8K -$546K -6,972 -93%
IRC
1820
Investors Research Corp
Georgia
$43.8K +$18.8K +240 +75%
AF
1821
Atala Financial
California
$43.5K – – –
KC
1822
Knuff & Co
California
$42.7K -$4.7K -60 -10%
HBW
1823
Hazlett, Burt & Watson
West Virginia
$41K +$316 +4 +0.8%
BAM
1824
Byrne Asset Management
New Jersey
$40.9K -$3.52K -45 -8%
WAG
1825
Wiser Advisor Group
Arizona
$40.2K +$78 +1 +0.2%
71 72
73
74 75