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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 %
FFG
676
Fiduciary Financial Group
California
$4.31M -$265K -2,903 -6%
MA
677
Modus Advisors
Minnesota
$4.31M +$35.9K +393 +0.8%
GSWM
678
Greenup Street Wealth Management
Michigan
$4.3M +$13.7K +150 +0.3%
SA
679
SAM Advisors
California
$4.3M +$7.39K +81 +0.2%
MCC
680
Malaga Cove Capital
California
$4.3M -$71.5K -784 -2%
MOS
681
MGO One Seven
Ohio
$4.28M -$387K -4,239 -8%
AAF
682
Andra AP-fonden
Sweden
$4.27M +$4.27M +46,803 New
CFSG
683
Community Financial Services Group
Vermont
$4.25M -$346K -3,797 -8%
TG
684
TCW Group
California
$4.22M +$202K +2,218 +5%
LIA
685
LS Investment Advisors
Michigan
$4.18M +$63.1K +692 +2%
OIA
686
OneDigital Investment Advisors
Kansas
$4.15M -$148K -1,619 -3%
SC
687
Savant Capital
Illinois
$4.14M -$2.75M -30,153 -40%
CCG
688
Chatham Capital Group
Georgia
$4.13M +$101K +1,105 +3%
KRSITF
689
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.11M -$285K -3,125 -6%
ECAM
690
East Coast Asset Management
Massachusetts
$4.1M +$2.46K +27 +0.1%
MIC
691
Means Investment Company
Maine
$4.09M -$190K -2,084 -4%
AT
692
American Trust
Kentucky
$4.09M +$183K +2,006 +5%
UOTTAIMCU
693
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.08M +$3.89M +42,609 +1,976%
OHIS
694
Oak Harvest Investment Services
Texas
$4.08M +$248K +2,714 +6%
SM
695
Sciencast Management
New Jersey
$4.07M +$4.07M +44,649 New
TPA
696
Trivium Point Advisory
Connecticut
$4.02M +$859K +9,418 +27%
LW
697
Linscomb Wealth
Texas
$3.99M +$325K +3,562 +9%
1WA
698
180 Wealth Advisors
Washington
$3.99M +$78.3K +858 +2%
BFA
699
Buttonwood Financial Advisors
Maryland
$3.97M -$35.4K -388 -0.9%
AWM
700
AE Wealth Management
Kansas
$3.94M +$173K +1,894 +5%
26 27
28
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