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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6B +$1.55B +19,817,022 +15%
BlackRock
2
BlackRock
New York
$9.62B +$1.41B +18,014,513 +17%
Dodge & Cox
3
Dodge & Cox
California
$6.95B -$48.4M -618,873 -0.7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$6.42B +$701M +8,954,248 +12%
State Street
5
State Street
Massachusetts
$5.63B +$665M +8,491,760 +13%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$4.24B +$399M +5,095,761 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.84B +$425M +5,441,323 +18%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.5B +$1.74B +22,278,677 +230%
Franklin Resources
9
Franklin Resources
California
$2.29B +$393M +5,014,248 +21%
Harris Associates
10
Harris Associates
Illinois
$2.16B -$6.02M -76,922 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$1.68B -$77.5M -990,105 -4%
Fisher Asset Management
12
Fisher Asset Management
Washington
$1.66B +$55.6M +709,897 +3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.61B -$115M -1,469,660 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$1.6B +$1.44B +18,410,193 +880%
Artisan Partners
15
Artisan Partners
Wisconsin
$1.39B -$30.4M -388,576 -2%
Viking Global Investors
16
Viking Global Investors
Connecticut
$1.39B +$239M +3,057,773 +21%
Northern Trust
17
Northern Trust
Illinois
$1.37B +$133M +1,700,384 +11%
AllianceBernstein
18
AllianceBernstein
Tennessee
$1.34B +$184M +2,355,309 +16%
Bank of America
19
Bank of America
North Carolina
$1.25B +$203M +2,588,125 +19%
Invesco
20
Invesco
Georgia
$1.22B +$58.2M +743,906 +5%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$1.21B +$1.04B +13,262,309 +596%
GIM
22
Generation Investment Management
United Kingdom
$1.12B +$65.3M +833,602 +6%
Primecap Management
23
Primecap Management
California
$1.1B +$763M +9,749,728 +229%
UBS AM
24
UBS AM
Illinois
$1B +$92.4M +1,179,756 +10%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$866M +$48.4M +618,101 +6%
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