SCHW icon

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 %
ESB
901
Essex Savings Bank
Connecticut
$1.98M +$2.1K +23 +0.1%
CCA
902
Covey Capital Advisors
Georgia
$1.98M – – –
BCWM
903
Bartlett & Co Wealth Management
Ohio
$1.98M -$246K -2,700 -11%
Acadian Asset Management
904
Acadian Asset Management
Massachusetts
$1.97M +$492K +5,402 +33%
BCV
905
Banque Cantonale Vaudoise
Switzerland
$1.96M +$124K +1,359 +7%
UB
906
UMB Bank
Missouri
$1.95M +$36.5K +400 +2%
PCIA
907
Prime Capital Investment Advisors
Kansas
$1.95M -$215K -2,357 -10%
VF
908
Vest Financial
Virginia
$1.93M +$572K +6,267 +42%
HBT
909
Hills Bank & Trust
Iowa
$1.91M +$64.7K +709 +4%
PFA
910
Professional Financial Advisors
Nebraska
$1.9M -$7.66K -84 -0.4%
MC
911
Moors & Cabot
Massachusetts
$1.89M +$73.3K +803 +4%
IWC
912
Integrated Wealth Concepts
Massachusetts
$1.87M +$736K +8,067 +65%
PFO
913
PMC FIG Opportunities
Israel
$1.86M +$1.86M +20,422 New
ONB
914
Old National Bancorp
Indiana
$1.86M +$340K +3,727 +22%
LAM
915
Lummis Asset Management
Texas
$1.85M -$25.6K -273 -1%
AWM
916
Aviso Wealth Management
Washington
$1.83M +$114K +1,246 +7%
IA
917
IFP Advisors
Florida
$1.83M -$214K -2,343 -10%
BPIM
918
Brant Point Investment Management
New York
$1.82M -$877K -9,610 -32%
GA
919
Greenhaven Associates
New York
$1.82M – – –
FRA
920
Frank Rimerman Advisors
California
$1.82M +$307K +3,364 +20%
LBA
921
Letko, Brosseau & Associates
Quebec, Canada
$1.8M -$192K -2,100 -10%
ZIG
922
Zullo Investment Group
Pennsylvania
$1.8M -$22K -241 -1%
DAS
923
Diversify Advisory Services
Utah
$1.77M +$781K +7,915 +79%
VT
924
Vise Technologies
New York
$1.76M +$1.76M +19,342 New
FFM
925
Forum Financial Management
Illinois
$1.76M +$144K +1,582 +9%
35 36
37
38 39