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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 %
AIC
826
Argus Investors Counsel
New York
$2.63M -$48.4K -530 -2%
Vontobel Holding
827
Vontobel Holding
Switzerland
$2.63M -$142K -1,558 -5%
CTC
828
Cetera Trust Company
Minnesota
$2.61M -$6.84K -75 -0.3%
GI
829
GAMCO Investors
Connecticut
$2.58M +$88.1K +966 +4%
SAG
830
SageView Advisory Group
California
$2.58M +$387K +3,957 +18%
ATPW
831
Ashton Thomas Private Wealth
Arizona
$2.57M -$256K -2,810 -9%
XWM
832
Xcel Wealth Management
Florida
$2.57M -$2.19K -24 -0.1%
MCA
833
Martin Capital Advisors
Texas
$2.56M +$54.7K +600 +2%
BFG
834
Bleakley Financial Group
New Jersey
$2.55M +$136K +1,496 +6%
WC
835
Wynn Capital
Georgia
$2.54M +$11.3K +124 +0.4%
GBA
836
Garrison Bradford & Associates
New York
$2.54M +$326K +3,577 +15%
SAM
837
Shell Asset Management
Netherlands
$2.54M +$954K +10,457 +60%
CPIG
838
Chicago Partners Investment Group
Illinois
$2.53M +$225K +2,366 +10%
RPC
839
Rossmore Private Capital
Connecticut
$2.53M +$2.28K +25 +0.1%
HSA
840
HBK Sorce Advisory
Pennsylvania
$2.52M +$40.7K +446 +2%
MAS
841
Meeder Advisory Services
Ohio
$2.49M +$369K +4,044 +17%
GC
842
Guggenheim Capital
Illinois
$2.46M +$115K +1,258 +5%
SFO
843
Stenger Family Office
Illinois
$2.44M +$2.44M +24,759 New
DTL
844
Dynamic Technology Lab
Singapore
$2.43M +$2.43M +26,610 New
EWM
845
EPG Wealth Management
Georgia
$2.39M +$37.3K +409 +2%
CF
846
Centaurus Financial
California
$2.39M -$63.1K -692 -3%
SAI
847
Savvy Advisors Inc
New York
$2.38M +$483K +5,293 +25%
CIA
848
Cape Investment Advisory
Georgia
$2.38M +$106K +1,165 +5%
FTWA
849
Fifth Third Wealth Advisors
Ohio
$2.37M +$12K +132 +0.5%
JWCA
850
J.W. Cole Advisors
Florida
$2.37M +$1.59M +17,470 +204%
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