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 %
NRG
1976
Nemes Rush Group
Michigan
$2.58K – – –
1IA
1977
1620 Investment Advisors
Massachusetts
$2.58K – – –
MAFA
1978
MJT & Associates Financial Advisory
Minnesota
$2.11K +$2.11K +27 New
BFS
1979
Bare Financial Services
Pennsylvania
$2.04K +$2.04K +26 New
RCM
1980
Raleigh Capital Management
North Carolina
$1.96K -$68K -869 -97%
DFA
1981
DHJJ Financial Advisors
Illinois
$1.58K – – –
CFFP
1982
Center for Financial Planning
Michigan
$1.57K – – –
OCM
1983
Osterweis Capital Management
California
$1.57K +$1.57K +20 New
KB
1984
Kimelman & Baird
New York
$1.49K – – –
CWM
1985
Crowley Wealth Management
Delaware
$1.41K – – –
TC
1986
Trust Company
Kansas
$1.33K +$1.33K +17 New
JFG
1987
JDM Financial Group
Texas
$1.25K – – –
STB
1988
S&T Bank
Pennsylvania
$1.25K +$1.25K +16 New
HHGA
1989
Halbert Hargrove Global Advisors
California
$1.2K +$1.2K +15 New
PPWM
1990
PFG Private Wealth Management
Florida
$1.01K +$1.01K +13 New
PWM
1991
Parkworth Wealth Management
California
$939 – – –
HIA
1992
HFM Investment Advisors
New Jersey
$783 +$783 +10 New
NL
1993
NVWM LLC
Pennsylvania
$626 – – –
Q1WB
1994
Quest 10 Wealth Builders
Virginia
$553 -$2.84K -36 -84%
IHWM
1995
Iron Horse Wealth Management
Iowa
$470 +$470 +6 New
YDMI
1996
Y.D. More Investments
Israel
$443 +$55 +259 +14%
AP
1997
Aspect Partners
Virginia
$313 – – –
CIAM
1998
Caitong International Asset Management
Hong Kong
$235 -$238K -3,035 -100%
WBC
1999
West Branch Capital
Massachusetts
$79 – – –
LWANC
2000
Laurel Wealth Advisors (North Carolina)
North Carolina
$79 – – –
78 79
80
81 82