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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 %
MBFW
1951
Morton Brown Family Wealth
Pennsylvania
$4.54K +$4.54K +58 New
1NWS
1952
1 North Wealth Services
Maryland
$4.46K +$4.46K +57 New
WAS
1953
Winch Advisory Services
Wisconsin
$4.41K -$6.14K -78 -58%
DSC
1954
Duncker Streett & Co
Missouri
$4.15K – – –
PAG
1955
Paladin Advisory Group
Iowa
$4.07K – – –
WW
1956
Winnow Wealth
Texas
$4.03K +$1.32K +17 +49%
T
1957
Tidemark
California
$3.99K – – –
WA
1958
WestEnd Advisors
North Carolina
$3.91K +$1.49K +19 +61%
FCAS
1959
First Command Advisory Services
Texas
$3.91K +$3.91K +50 New
PCM
1960
Perritt Capital Management
Illinois
$3.84K +$3.84K +49 New
TCM
1961
TD Capital Management
Tennessee
$3.78K – – –
BSB
1962
Bangor Savings Bank
Maine
$3.6K – – –
RS
1963
Rakuten Securities
Japan
$3.52K -$9.94K -127 -74%
GC
1964
Garde Capital
Washington
$3.52K +$3.52K +45 New
RJA
1965
Ross\Johnson & Associates
Minnesota
$3.44K +$313 +4 +10%
FG
1966
Fairman Group
Pennsylvania
$3.4K -$5.11K -69 -60%
BBPWM
1967
Blue Bell Private Wealth Management
Pennsylvania
$3.34K – – –
MFG
1968
Mendota Financial Group
Wisconsin
$3.13K – – –
RWM
1969
Ruedi Wealth Management
Illinois
$3.13K – – –
HI
1970
Hoey Investments
Pennsylvania
$3.05K – – –
RWM
1971
Rialto Wealth Management
New York
$2.98K +$2.98K +38 New
RF
1972
Rossby Financial
Florida
$2.88K +$2.88K +36 New
AG
1973
AmeriFlex Group
Nevada
$2.82K – – –
WPA
1974
Wealth Preservation Advisors
Tennessee
$2.66K +$2.66K +34 New
PS
1975
PayPay Securities
Japan
$2.65K -$804 -10 -23%
77 78
79
80 81