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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 %
LF
201
Lansforsakringar Fondforvaltning
Sweden
$48.6M +$6.77M +86,534 +16%
State of Tennessee, Department of Treasury
202
State of Tennessee, Department of Treasury
Tennessee
$48.3M +$4.35M +55,562 +10%
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$48.2M +$9.44M +120,645 +24%
CIM
204
Corda Investment Management
Texas
$47.6M -$626K -7,998 -1%
SCP
205
Sandhill Capital Partners
New York
$46.4M -$830K -10,601 -2%
Hudson Bay Capital Management
206
Hudson Bay Capital Management
Connecticut
$46.2M +$46.2M +590,527 New
KK
207
KLP Kapitalforvaltning
Norway
$46.2M +$4.06M +51,900 +10%
State of New Jersey Common Pension Fund D
208
State of New Jersey Common Pension Fund D
New Jersey
$45.6M -$475K -6,067 -1%
CFM
209
Coronation Fund Managers
South Africa
$43.9M +$4.2M +53,673 +11%
PI
210
PineBridge Investments
New York
$43.9M -$332K -4,236 -0.8%
Mariner
211
Mariner
Kansas
$43.8M +$2.92M +37,262 +7%
LP
212
Longaeva Partners
Illinois
$43.8M +$43.8M +559,300 New
Rafferty Asset Management
213
Rafferty Asset Management
New York
$43.7M +$2.45M +31,249 +6%
AI
214
Ariel Investments
Illinois
$43.7M -$1.77M -22,633 -4%
MC
215
Mount Capital
United Kingdom
$43.6M – – –
RAM
216
Resona Asset Management
Japan
$43.5M +$6.15M +78,665 +16%
MSV
217
MN Services Vermogensbeheer
Netherlands
$43.2M -$3.46M -44,200 -7%
Victory Capital Management
218
Victory Capital Management
Texas
$42.8M -$1.8M -22,966 -4%
Nomura Asset Management
219
Nomura Asset Management
Japan
$41.9M +$5.08M +64,956 +14%
ASRS
220
Arizona State Retirement System
Arizona
$41.8M +$5.6M +71,513 +15%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$41.6M -$2.98M -38,069 -7%
Creative Planning
222
Creative Planning
Kansas
$41.4M +$1.17M +15,005 +3%
BCM
223
Basswood Capital Management
New York
$41.2M +$17.2M +219,879 +72%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$40.2M +$4.17M +53,239 +12%
Handelsbanken Fonder
225
Handelsbanken Fonder
Sweden
$40.2M -$1.62M -20,679 -4%
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