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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 %
VF
2026
Virtu Financial
New York
– -$4.96M -67,075 Closed
YIH
2027
Y-Intercept (HK)
Hong Kong
– -$4.1M -55,463 Closed
BCM
2028
Bayesian Capital Management
New York
– -$3.62M -48,900 Closed
LBWM
2029
Left Brain Wealth Management
Illinois
– -$3.6M -48,676 Closed
HCA
2030
Horan Capital Advisors
Ohio
– -$3.08M -41,661 Closed
SM
2031
Sciencast Management
New Jersey
– -$2.98M -40,290 Closed
DTL
2032
Dynamic Technology Lab
Singapore
– -$2.54M -34,271 Closed
1C
2033
111 Capital
France
– -$2.44M -32,940 Closed
IMC Chicago
2034
IMC Chicago
Illinois
– -$2.11M -28,452 Closed
CP
2035
CenterBook Partners
Connecticut
– -$1.96M -26,424 Closed
WGC
2036
Watts Gwilliam & Co
Arizona
– -$1.76M -24,341 Closed
PAS
2037
Park Avenue Securities
New York
– -$1.54M -20,815 Closed
VIP
2038
Vista Investment Partners
Oklahoma
– -$1.49M -20,150 Closed
NMC
2039
Nine Masts Capital
Hong Kong
– -$1.23M -16,569 Closed
I
2040
InceptionR
California
– -$1.15M -15,543 Closed
GCP
2041
GSA Capital Partners
United Kingdom
– -$1.13M -15,323 Closed
GG
2042
Greenwood Gearhart
Arkansas
– -$1.07M -14,398 Closed
WPW
2043
Waldron Private Wealth
Pennsylvania
– -$976K -13,181 Closed
WF
2044
WoodTrust Financial
Wisconsin
– -$845K -11,412 Closed
MP
2045
Mangrove Partners
Connecticut
– -$749K -10,126 Closed
OTL
2046
Oak Thistle LLC
New York
– -$741K -10,015 Closed
DWM
2047
Drive Wealth Management
Utah
– -$703K -9,495 Closed
CIM
2048
Chapman Investment Management
California
– -$679K -9,170 Closed
IFA
2049
Index Fund Advisors
California
– -$655K -8,847 Closed
OAM
2050
Oxford Asset Management
United Kingdom
– -$637K -8,601 Closed
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