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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 %
KFSC
926
Keystone Financial Services (Colorado)
Colorado
$1.76M +$75.1K +823 +4%
FFN
927
Focus Financial Network
Minnesota
$1.76M +$19.3K +212 +1%
JWM
928
Jeppson Wealth Management
California
$1.75M -$11.1K -122 -0.6%
CSIC
929
Clifford Swan Investment Counsel
California
$1.75M – – –
BLC
930
Brown, Lisle/Cummings
Rhode Island
$1.74M -$38.7K -424 -2%
SG
931
StoneX Group
New York
$1.74M -$107K -1,172 -6%
PA
932
Profund Advisors
Maryland
$1.74M -$381K -4,172 -18%
CHC
933
City Holding Co
West Virginia
$1.74M -$34.9K -383 -2%
MUAMU
934
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.73M +$639K +7,000 +58%
DAS
935
Dynamic Advisor Solutions
Arizona
$1.73M +$543K +5,946 +46%
WBCM
936
Wilson & Boucher Capital Management
California
$1.72M -$54.7K -600 -3%
AWA
937
Aaron Wealth Advisors
Illinois
$1.72M +$126K +1,381 +8%
RCM
938
Riverpark Capital Management
New York
$1.7M -$105K -1,146 -6%
LFA
939
Legacy Financial Advisors
Kentucky
$1.7M +$1.03M +11,313 +155%
RC
940
RBF Capital
California
$1.69M -$91.2K -1,000 -5%
LAM
941
LOM Asset Management
$1.68M +$1.68M +18,454 New
DIA
942
Dana Investment Advisors
Wisconsin
$1.68M +$261K +2,864 +18%
NEI
943
Northwest & Ethical Investments
Ontario, Canada
$1.67M -$162K -1,800 -9%
LGA
944
Lebenthal Global Advisors
New York
$1.67M -$157K -1,717 -9%
CAM
945
Cidel Asset Management
Ontario, Canada
$1.67M – – –
WS
946
Wedbush Securities
California
$1.67M +$193K +2,121 +13%
CIA
947
Concurrent Investment Advisors
Florida
$1.66M +$254K +2,780 +18%
WCM
948
Whitener Capital Management
North Carolina
$1.66M +$30.7K +337 +2%
LFM
949
LGT Fund Management
Liechtenstein
$1.65M +$1.15M +12,625 +229%
PWA
950
Providence Wealth Advisors
Illinois
$1.64M +$63.2K +659 +4%
36 37
38
39 40