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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 %
OQS
2076
Occudo Quantitative Strategies
Florida
– -$259K -3,502 Closed
IWA
2077
IBEX Wealth Advisors
New Jersey
– -$255K -3,448 Closed
ODG
2078
O'Dell Group
Ohio
– -$253K -3,417 Closed
FTUS
2079
Flow Traders U.S.
New York
– -$246K -3,327 Closed
CCFM
2080
Clear Creek Financial Management
Washington
– -$246K -3,318 Closed
MF
2081
Magnetar Financial
Illinois
– -$241K -3,250 Closed
CPL
2082
CAP Partners LLC
Tennessee
– -$234K -3,167 Closed
HHWM
2083
Hiley Hunt Wealth Management
Nebraska
– -$228K -3,078 Closed
CSWG
2084
Cardinal Strategic Wealth Guidance
Kentucky
– -$224K -3,024 Closed
WAM
2085
Weiss Asset Management
Massachusetts
– -$223K -3,011 Closed
Jacobs Levy Equity Management
2086
Jacobs Levy Equity Management
New Jersey
– -$219K -2,957 Closed
TC
2087
TwinBeech Capital
New York
– -$218K -2,948 Closed
FAIM
2088
Financial Advocates Investment Management
Washington
– -$215K -2,911 Closed
CFM
2089
Catalyst Funds Management
Australia
– -$207K -2,800 Closed
IWP
2090
Invenio Wealth Partners
Florida
– -$203K -2,737 Closed
CFO
2091
Collective Family Office
Pennsylvania
– -$202K -2,726 Closed
MAM
2092
Mainsail Asset Management
Alabama
– -$202K -2,725 Closed
ACA
2093
Aspire Capital Advisors
Washington
– -$201K -2,716 Closed
CAAS
2094
Capital Asset Advisory Services
Michigan
– -$202K -2,711 Closed
EFG
2095
Ethos Financial Group
Pennsylvania
– -$179K -2,413 Closed
SC
2096
Stance Capital
Massachusetts
– -$172K -2,319 Closed
FA
2097
Fedenia Advisers
Wisconsin
– -$157K -2,126 Closed
BC
2098
Bayforest Capital
United Kingdom
– -$140K -1,886 Closed
ACM
2099
Aster Capital Management
United Arab Emirates
– -$119K -1,606 Closed
LDB
2100
Lee, Danner & Bass
Tennessee
– -$101K -1,360 Closed
82 83
84
85 86