SCHW icon

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 %
FCG
1876
Financial Connections Group
California
$21K – – –
T
1877
TOBAM
France
$19K -$178K -2,263 -90%
VFM
1878
Vision Financial Markets
Connecticut
$18.8K +$4.38K +56 +30%
JSAM
1879
J. Safra Asset Management
New York
$18.7K -$20.6K -263 -52%
AWM
1880
Abound Wealth Management
Tennessee
$18.2K -$3.99K -51 -18%
RWA
1881
Redmont Wealth Advisors
Illinois
$18.2K +$18.2K +232 New
Kayne Anderson Rudnick Investment Management
1882
Kayne Anderson Rudnick Investment Management
California
$18K -$11.6K -148 -39%
RF
1883
Roxbury Financial
New Jersey
$18K +$80 +1 +0.4%
SC
1884
Steph & Co
Wisconsin
$17.8K +$3.76K +48 +27%
HC
1885
Hurley Capital
New York
$17.4K +$78 +1 +0.5%
POIA
1886
Pin Oak Investment Advisors
Texas
$17K – – –
GEA
1887
Glen Eagle Advisors
New Jersey
$17K – – –
MWM
1888
Mascoma Wealth Management
New Hampshire
$17K – – –
BFPW
1889
BOK Financial Private Wealth
Colorado
$16.8K -$235 -3 -1%
HFS
1890
Horizon Financial Services
North Carolina
$16.8K +$7.91K +101 +89%
AT
1891
Arlington Trust
Alabama
$16.5K – – –
FAM
1892
Flaharty Asset Management
Florida
$16.4K +$16.4K +210 New
OAJ
1893
Ogorek Anthony Joseph
New York
$16K +$16K +217 New
PWA
1894
Physician Wealth Advisors
Utah
$16K +$2.35K +30 +17%
AEPWM
1895
Atlantic Edge Private Wealth Management
Florida
$15.7K – – –
FDW
1896
Fourth Dimension Wealth
Ohio
$15.7K – – –
VWM
1897
Vermillion Wealth Management
Minnesota
$15.7K – – –
MDA
1898
Minot DeBlois Advisors
Massachusetts
$15.3K – – –
GG
1899
Gleason Group
Kentucky
$15.1K +$78 +1 +0.5%
TCM
1900
Tradewinds Capital Management
Washington
$14.6K +$78 +1 +0.5%
74 75
76
77 78