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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
28.28%
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 %
Brown Advisory
26
Brown Advisory
Maryland
$1.11B +$521M +5,708,208 +88%
Flossbach Von Storch
27
Flossbach Von Storch
Germany
$965M -$21M -230,473 -2%
Charles Schwab
28
Charles Schwab
California
$864M +$10.5M +114,564 +1%
Ameriprise
29
Ameriprise
Minnesota
$836M -$54.8M -600,147 -6%
UBS Group
30
UBS Group
Switzerland
$826M -$99.2M -1,087,418 -11%
Goldman Sachs
31
Goldman Sachs
New York
$822M +$105M +1,155,204 +15%
Legal & General Group
32
Legal & General Group
United Kingdom
$782M -$9.91M -108,647 -1%
AIM
33
Allen Investment Management
New York
$700M -$48.9M -535,968 -7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$666M +$35.6M +390,616 +6%
BAMCO Inc
35
BAMCO Inc
New York
$643M -$15.8M -172,800 -2%
Lazard Asset Management
36
Lazard Asset Management
New York
$629M -$48.9M -536,022 -7%
RCG
37
Ruane, Cunniff & Goldfarb
New York
$602M -$14.8M -162,553 -2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$586M +$147M +1,612,412 +34%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$580M -$38.2M -418,627 -6%
Deutsche Bank
40
Deutsche Bank
Germany
$578M +$111M +1,212,164 +24%
Principal Financial Group
41
Principal Financial Group
Iowa
$576M -$21.5M -235,720 -4%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$565M +$37.3M +408,649 +7%
NL
43
Nuveen LLC
North Carolina
$526M +$12.5M +136,921 +2%
Amundi
44
Amundi
France
$525M -$26.2M -286,337 -5%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$515M +$70.5M +772,200 +16%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$503M +$3.64M +39,924 +0.7%
Ensign Peak Advisors
47
Ensign Peak Advisors
Utah
$433M -$48.8M -535,258 -10%
ClearBridge Investments
48
ClearBridge Investments
New York
$425M +$99.5K +1,091 +0%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$422M -$105K -1,150 -0%
PTC
50
Provident Trust Company
Wisconsin
$418M -$1.95M -21,366 -0.5%
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