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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 %
CCP
801
Carmel Capital Partners
California
$2.84M +$178K +1,953 +7%
TCPW
802
Twin City Private Wealth
North Carolina
$2.83M +$152K +1,665 +6%
CT
803
Coastline Trust
Rhode Island
$2.83M -$4.2K -46 -0.1%
CCM
804
Chaney Capital Management
Washington
$2.82M +$2.65K +29 +0.1%
BFS
805
Bard Financial Services
Connecticut
$2.81M -$45.6K -500 -2%
GRP
806
Global Retirement Partners
California
$2.8M +$2.8M +30,701 New
ONGA
807
O'Neil Global Advisors
California
$2.8M +$2.8M +30,664 New
CIAS
808
Capital Investment Advisory Services
North Carolina
$2.79M -$13K -143 -0.5%
DF
809
Donoghue Forlines
Massachusetts
$2.79M +$2.79M +30,572 New
MME
810
Meag Munich Ergo
Germany
$2.79M +$950K +10,413 +52%
ACI
811
Alpha Cubed Investments
California
$2.79M -$64.8K -710 -2%
ISB
812
Iowa State Bank
Iowa
$2.78M +$13.7K +150 +0.5%
MVA
813
Mount Vernon Associates
Maryland
$2.77M +$18.3K +200 +0.7%
HIMS
814
Hager Investment Management Services
New Hampshire
$2.74M +$124K +1,362 +5%
CAI
815
Capital Advisors Inc
Oklahoma
$2.72M +$547 +6 +0%
SW
816
SVB Wealth
Massachusetts
$2.72M +$2.72M +29,837 New
QCM
817
QRG Capital Management
Illinois
$2.71M +$235K +2,580 +10%
CNBT
818
Canandaigua National Bank & Trust
New York
$2.69M -$386K -4,226 -13%
HCCM
819
Hudson Canyon Capital Management
New York
$2.68M -$57.7K -632 -2%
SAM
820
Secure Asset Management
Michigan
$2.68M -$50.4K -552 -2%
GVAG
821
Great Valley Advisor Group
Delaware
$2.66M -$1.46K -16 -0.1%
BCM
822
Bridgeway Capital Management
Texas
$2.66M +$2.66M +29,120 New
NWM
823
Napa Wealth Management
California
$2.65M +$2.65M +29,098 New
S
824
SignatureFD
Georgia
$2.64M +$107K +1,177 +4%
CCM
825
Coldstream Capital Management
Washington
$2.64M +$492K +5,394 +23%
31 32
33
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