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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 %
MYIA
776
Mount Yale Investment Advisors
Colorado
$3.06M -$157K -1,717 -5%
IA
777
IFG Advisory
Georgia
$3.06M +$27.5K +301 +0.9%
CWM
778
Chemistry Wealth Management
New York
$3.05M -$18.8K -206 -0.6%
VDI
779
Vaughan David Investments
Illinois
$3.02M -$356K -3,905 -11%
GGI
780
GPM Growth Investors
Michigan
$3.02M -$74K -811 -2%
CSP
781
Cary Street Partners
Virginia
$2.98M +$584K +6,398 +24%
1C
782
111 Capital
France
$2.98M +$2.98M +32,619 New
HAG
783
HighPoint Advisor Group
Illinois
$2.97M -$39.9K -437 -1%
GAM
784
Groupama Asset Management
France
$2.97M -$287K -3,195 -9%
KA
785
Kozak & Associates
Colorado
$2.96M -$71.6K -776 -2%
SIAP
786
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.96M -$2.92K -32 -0.1%
SSI
787
Scott & Selber Inc
Texas
$2.96M +$26.6K +292 +0.9%
GI
788
GAMMA Investing
California
$2.94M +$468K +5,131 +19%
BFG
789
Beacon Financial Group
Texas
$2.94M -$5.02K -55 -0.2%
PWM
790
Power Wealth Management
Georgia
$2.94M -$132K -1,450 -4%
FWM
791
Finer Wealth Management
Massachusetts
$2.91M +$110K +1,206 +4%
KA
792
Kintegral Advisory
New York
$2.91M -$4.47K -49 -0.2%
Nomura Holdings
793
Nomura Holdings
Japan
$2.9M -$7.7M -84,341 -73%
SWA
794
Strata Wealth Advisors
Texas
$2.9M +$4.84K +53 +0.2%
VSQM
795
V-Square Quantitative Management
Illinois
$2.9M +$243K +2,659 +9%
CWA
796
Crux Wealth Advisors
California
$2.87M +$712K +7,807 +33%
AIM
797
Anchor Investment Management
South Carolina
$2.86M +$169K +1,849 +6%
BJL
798
Brighton Jones LLC
Washington
$2.84M +$577K +6,325 +25%
MAA
799
Mraz Amerine & Associates
California
$2.84M -$4.56K -50 -0.2%
CAMG
800
CWA Asset Management Group
Florida
$2.84M +$154K +1,689 +6%
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