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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 %
SIC
851
Salem Investment Counselors
North Carolina
$2.36M +$456 +5 +0%
CAM
852
Columbia Asset Management
Michigan
$2.34M -$25.6K -281 -1%
AA
853
Ancora Advisors
Ohio
$2.34M -$202K -2,211 -8%
VNA
854
Valley National Advisers
Pennsylvania
$2.34M -$31.2K -342 -1%
RFC
855
Regions Financial Corp
Alabama
$2.33M +$965K +10,579 +71%
WG
856
Winton Group
United Kingdom
$2.31M +$764K +8,370 +49%
IAS
857
Investment Advisory Services
Texas
$2.31M -$10K -110 -0.4%
RA
858
RiverPark Advisors
New York
$2.3M +$917K +10,054 +66%
SWP
859
Strategic Wealth Partners
Ohio
$2.3M +$2.3M +25,238 New
NAS
860
Nicolet Advisory Services
Wisconsin
$2.3M +$200K +2,091 +10%
GP
861
Greenline Partners
New York
$2.29M +$66.6K +730 +3%
IIC
862
Integrated Investment Consultants
Michigan
$2.28M -$260K -2,854 -10%
JWA
863
JFS Wealth Advisors
Pennsylvania
$2.28M -$26.3K -288 -1%
MYLI
864
Meiji Yasuda Life Insurance
Japan
$2.27M -$60.8K -666 -3%
AL
865
Aspiriant LLC
California
$2.26M -$103K -1,126 -4%
CC
866
Copperleaf Capital
North Carolina
$2.26M +$32.4K +355 +1%
PWW
867
Pettyjohn Wood & White
Virginia
$2.26M +$101K +1,111 +5%
HFA
868
Hutchinson Financial Advisors
Virginia
$2.26M +$2.26M +24,769 New
TYCC
869
Texas Yale Capital Corp
Florida
$2.25M -$71.5K -784 -3%
NG
870
Norden Group
Utah
$2.25M +$41.2K +451 +2%
CIG
871
Cullen Investment Group
Louisiana
$2.25M +$89.3K +979 +4%
TAM
872
Tealwood Asset Management
Minnesota
$2.25M -$60.3K -661 -3%
AIM
873
Aspen Investment Management
Michigan
$2.23M +$27.8K +305 +1%
SI
874
Stephens Inc
Arkansas
$2.23M -$557K -6,101 -20%
KFS
875
Kurt F. Somerville
$2.22M +$2.22M +24,368 New
33 34
35
36 37