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Charles Schwab
SCHW

Overview Fund Activity

2,109 hedge funds and large institutions have $137B invested in Charles Schwab in 2025 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 861 increasing their positions, 765 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,109
Holders Change
+109
Holders Change %
+5.45%
% of All Funds
28.27%
Holding in Top 10
100
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.94%
% of All Funds
1.34%
New
239
Increased
861
Reduced
765
Closed
100
Calls
$2.15B
Puts
$1.94B
Net Calls
+$209M
Net Calls Change
+$430M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.5B
2
Brown Advisory
Brown Advisory
Maryland
+$521M
3
BlackRock
BlackRock
New York
+$488M
4
Primecap Management
Primecap Management
California
+$459M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$285M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.78B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$658M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$582M
4
Millennium Management
Millennium Management
New York
-$462M
5
Harris Associates
Harris Associates
Illinois
-$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
276
Sequoia Financial Advisors
Ohio
$30.1M +$182K +1,999 +0.6%
Axa
277
Axa
France
$30M +$9M +98,629 +43%
FLPIM
278
F.L. Putnam Investment Management
Massachusetts
$30M -$330K -3,619 -1%
DnB Asset Management
279
DnB Asset Management
Norway
$29.8M -$1.26M -13,844 -4%
VA
280
Vident Advisory
Georgia
$29.5M +$24.2M +265,475 +461%
SGAM
281
Smith Group Asset Management
Texas
$29.3M +$10.3M +112,632 +54%
QCM
282
Quantinno Capital Management
New York
$29M +$10.1M +110,543 +53%
Bessemer Group
283
Bessemer Group
New Jersey
$28.9M +$1.7M +18,681 +6%
X
284
Xponance
Pennsylvania
$28.8M +$913K +10,010 +3%
CGH
285
Crossmark Global Holdings
Texas
$28.5M +$4.76M +52,149 +20%
BHC
286
Bowen Hanes & Co
Florida
$28.4M +$14.7M +160,610 +107%
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
$28.2M +$1.19M +12,696 +4%
TI
288
Trexquant Investment
Connecticut
$27.7M +$27.7M +303,080 New
EIP
289
Epoch Investment Partners
New York
$27.5M +$88.2K +967 +0.3%
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
$27.4M -$7.81M -85,571 -22%
TGCMU
291
Titan Global Capital Management USA
New York
$27.1M +$5.52M +60,491 +26%
DSA
292
Davis Selected Advisers
Arizona
$27M -$107K -1,168 -0.4%
PNC
293
Park National Corp
Ohio
$26.6M -$2.4M -26,355 -8%
MAM
294
Martingale Asset Management
Massachusetts
$26.6M -$2.46M -26,999 -8%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$26.6M +$756K +8,290 +3%
DC
296
Davenport & Co
Virginia
$26.4M -$1.2M -13,228 -4%
Osaic Holdings
297
Osaic Holdings
Arizona
$26.4M +$517K +6,630 +2%
FAF
298
Fjarde Ap-fonden
Sweden
$26.1M +$3.98M +43,600 +18%
Daiwa Securities Group
299
Daiwa Securities Group
Japan
$26M +$5.11K +56 +0%
HP
300
Hosking Partners
United Kingdom
$25.6M -$11.8M -128,982 -32%
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