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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 %
ERSOT
176
Employees Retirement System of Texas
Texas
$62.4M +$62.4M +797,000 New
ESBC
177
E.S. Barr & Co
Kentucky
$62.2M -$265K -3,379 -0.4%
CIC
178
Carnegie Investment Counsel
Ohio
$60.4M +$26.8M +364,194 +80%
Treasurer of the State of North Carolina
179
Treasurer of the State of North Carolina
North Carolina
$59.4M +$6.6M +84,372 +13%
Mitsubishi UFJ Trust & Banking
180
Mitsubishi UFJ Trust & Banking
Japan
$59.2M +$2.83M +36,198 +5%
BCM
181
Becker Capital Management
Oregon
$59.2M -$1.72M -21,920 -3%
PA
182
Paralel Advisors
Colorado
$58.7M – – –
TD Asset Management
183
TD Asset Management
Ontario, Canada
$58.5M +$14.3M +182,110 +32%
SCM
184
Snyder Capital Management
California
$57.4M +$197K +2,513 +0.3%
Asset Management One
185
Asset Management One
Japan
$57.1M +$7.14M +91,152 +14%
AAM
186
AMI Asset Management
California
$56.6M -$1.86M -23,824 -3%
Renaissance Technologies
187
Renaissance Technologies
New York
$56.4M -$28.7M -366,400 -34%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$53.8M +$5.38M +68,702 +11%
DGM
189
Delta Global Management
New York
$53.7M +$10.8M +138,120 +25%
Credit Agricole
190
Credit Agricole
France
$53.5M +$15M +192,002 +39%
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.4M +$3.75M +47,866 +8%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$52.4M +$35.8M +457,304 +215%
AAM
193
Aureus Asset Management
Massachusetts
$52M -$280K -3,580 -0.5%
Swedbank
194
Swedbank
Sweden
$51M +$2.07M +26,461 +4%
CAG
195
Crestwood Advisors Group
Massachusetts
$50.2M -$1.4M -17,887 -3%
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.7M +$22.5M +287,642 +83%
Squarepoint
197
Squarepoint
New York
$49.4M -$52.2M -666,603 -51%
Allianz Asset Management
198
Allianz Asset Management
Germany
$48.9M +$1.16M +14,767 +2%
PIM
199
Provident Investment Management
Michigan
$48.8M +$976K +12,465 +2%
MML Investors Services
200
MML Investors Services
Massachusetts
$48.7M +$1.9M +24,319 +4%
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