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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 %
MIM
2051
Morningstar Investment Management
Illinois
– -$615K -8,314 Closed
MA
2052
MYDA Advisors
New York
– -$592K -8,000 Closed
SPA
2053
Sherbrooke Park Advisers
New York
– -$571K -7,711 Closed
BPC
2054
Bryce Point Capital
New York
– -$554K -7,489 Closed
NICM
2055
Neo Ivy Capital Management
New York
– -$532K -7,197 Closed
AIA
2056
Angeles Investment Advisors
California
– -$532K -7,190 Closed
VWM
2057
Vivid Wealth Management
Iowa
– -$510K -6,894 Closed
DFCM
2058
Dark Forest Capital Management
Puerto Rico
– -$477K -6,442 Closed
BIP
2059
Blueprint Investment Partners
North Carolina
– -$463K -6,258 Closed
SIM
2060
Sentry Investment Management
Wisconsin
– -$450K -6,081 Closed
RS
2061
R Squared
Hong Kong
– -$423K -5,711 Closed
QC
2062
Quadrature Capital
United Kingdom
– -$410K -5,536 Closed
GS
2063
GWN Securities
Florida
– -$444K -5,445 Closed
BFM
2064
Boothbay Fund Management
New York
– -$373K -5,035 Closed
HS
2065
Horan Securities
United States
– -$354K -4,781 Closed
FI
2066
FWG Investments
Kentucky
– -$351K -4,745 Closed
CFG
2067
CKW Financial Group
Hawaii
– -$340K -4,600 Closed
LBC
2068
Leigh Baldwin & Co
New York
– -$293K -3,959 Closed
PCG
2069
Prosperity Consulting Group
Maryland
– -$292K -3,947 Closed
CFGS
2070
Concourse Financial Group Securities
Alabama
– -$313K -3,884 Closed
SBF
2071
Sara-Bay Financial
Florida
– -$285K -3,854 Closed
FLII
2072
First Long Island Investors
New York
– -$272K -3,675 Closed
AIP
2073
Almanack Investment Partners
Pennsylvania
– -$272K -3,670 Closed
CCG
2074
Catalina Capital Group
California
– -$271K -3,666 Closed
PCH
2075
PGIM Custom Harvest
New Jersey
– -$262K -3,543 Closed
81 82
83
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