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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 %
GF
351
Goodman Financial
Texas
$18.5M -$280K -3,066 -1%
SB
352
SIG Brokerage
New York
$18.2M +$14.5M +158,476 +389%
CIM
353
Courant Investment Management
Tennessee
$18.1M – – –
BPA
354
Beacon Pointe Advisors
California
$18M -$220K -2,413 -1%
MOACM
355
Mutual of America Capital Management
New York
$17.9M -$210K -2,306 -1%
CIC
356
Cutler Investment Counsel
Oregon
$17.9M -$59.9K -657 -0.3%
Verition Fund Management
357
Verition Fund Management
Connecticut
$17.8M -$27M -295,830 -60%
RWP
358
RWA Wealth Partners
Massachusetts
$17.8M -$510K -5,590 -3%
SG Americas Securities
359
SG Americas Securities
New York
$17.8M +$10.8M +118,285 +155%
UAS
360
United Asset Strategies
New York
$17.7M +$159K +1,741 +0.9%
GGH
361
GCM Grosvenor Holdings
Illinois
$17.6M -$1.66M -18,167 -9%
Pathstone Holdings
362
Pathstone Holdings
New Jersey
$17.5M -$6.58M -70,676 -27%
SOADOR
363
State of Alaska Department of Revenue
Alaska
$17.5M -$718K -7,870 -4%
VCM
364
Vivaldi Capital Management
Illinois
$17.4M +$37.9K +415 +0.2%
VPIM
365
Vanguard Personalized Indexing Management
California
$17.4M +$3.68M +40,275 +27%
LIM
366
Lathrop Investment Management
Arkansas
$17.3M -$1.03M -11,336 -6%
VRS
367
Virginia Retirement Systems
Virginia
$17M – – –
WP
368
Woodline Partners
California
$16.9M +$3.72M +40,776 +28%
TF
369
Talbot Financial
Washington
$16.8M +$2.36M +25,913 +16%
AMBIA
370
Allen Mooney & Barnes Investment Advisors
Georgia
$16.6M -$141K -1,540 -0.8%
Federated Hermes
371
Federated Hermes
Pennsylvania
$16.6M +$15.8M +173,577 +2,113%
PMG
372
ProVise Management Group
Florida
$16.6M +$359K +3,938 +2%
AI
373
Atria Investments
North Carolina
$16.5M +$2.39M +26,237 +17%
EIA
374
Edgemoor Investment Advisors
Maryland
$16.4M +$154K +1,691 +0.9%
STA
375
Summit Trail Advisors
New York
$16.4M +$16.4M +179,571 New
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