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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
28.26%
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 %
ATIA
651
American Trust Investment Advisors
New Hampshire
$4.68M -$1.65M -18,055 -26%
HZ
652
Hixon Zuercher
Ohio
$4.63M -$1.55K -17 -0%
EF
653
Empirical Finance
Pennsylvania
$4.62M +$41.6K +456 +0.9%
RCM
654
RNC Capital Management
California
$4.62M +$983K +10,772 +27%
GWM
655
Greenwich Wealth Management
Connecticut
$4.61M +$4.61M +50,492 New
DWM
656
Dakota Wealth Management
Florida
$4.6M +$618K +6,769 +16%
KeyBank National Association
657
KeyBank National Association
Ohio
$4.57M +$47.7K +523 +1%
DWP
658
Daymark Wealth Partners
Ohio
$4.56M +$28.6K +313 +0.6%
MCM
659
Maltese Capital Management
New York
$4.56M +$3.19M +35,000 +233%
CWM
660
Congress Wealth Management
Massachusetts
$4.55M +$2.69M +29,466 +145%
BF
661
BOK Financial
Oklahoma
$4.54M +$2.09M +22,912 +85%
IAN
662
Integrated Advisors Network
Texas
$4.53M -$607K -6,654 -12%
BFM
663
Boothbay Fund Management
New York
$4.53M +$4.53M +49,648 New
TCM
664
Tandem Capital Management
New Jersey
$4.5M -$16.6K -182 -0.4%
KPPF
665
Klein Pavlis & Peasley Financial
California
$4.48M -$870K -9,536 -16%
FNT
666
First National Trust
Pennsylvania
$4.47M +$319K +3,496 +8%
SAA
667
Southeast Asset Advisors
Georgia
$4.46M +$18.5K +203 +0.4%
IWA
668
IBEX Wealth Advisors
New Jersey
$4.45M +$4.45M +48,780 New
SCM
669
SOL Capital Management
Maryland
$4.44M -$33.8K -370 -0.8%
HPCM
670
Hunter Perkins Capital Management
Illinois
$4.4M -$4.56K -50 -0.1%
CWI
671
Conscious Wealth Investments
Florida
$4.38M +$4.5K +46 +0.1%
TCM
672
Twin Capital Management
Pennsylvania
$4.37M -$14.4K -158 -0.3%
AF
673
Alerus Financial
North Dakota
$4.35M +$2.14M +23,504 +97%
JC
674
JB Capital
Connecticut
$4.35M -$65.7K -720 -1%
BDPWM
675
Barnes Dennig Private Wealth Management
Ohio
$4.33M +$60.4K +662 +1%
25 26
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