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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 %
HAM
976
Hickory Asset Management
Ohio
$1.54M +$12.5K +137 +0.8%
SWA
977
Stratos Wealth Advisors
Ohio
$1.54M +$123K +1,344 +9%
BRWA
978
B. Riley Wealth Advisors
Florida
$1.54M +$1.54M +16,893 New
RCM
979
RMR Capital Management
California
$1.54M -$304K -3,334 -16%
CI
980
Cigna Investments
Connecticut
$1.54M +$5.2K +57 +0.3%
NHC
981
Nicholas Hoffman & Company
Georgia
$1.53M -$433K -4,749 -22%
AGWCA
982
Annis Gardner Whiting Capital Advisors
Florida
$1.53M +$46.2K +506 +3%
MCM
983
Mainstream Capital Management
California
$1.52M -$10.1K -111 -0.7%
NCM
984
Next Capital Management
New York
$1.52M +$64.1K +702 +4%
GC
985
Grimes & Company
Massachusetts
$1.52M -$89.2K -978 -6%
EWA
986
EverSource Wealth Advisors
Alabama
$1.51M +$348K +3,814 +30%
EFG
987
Embree Financial Group
Illinois
$1.51M +$24.6K +270 +2%
EWM
988
Elmwood Wealth Management
California
$1.49M – – –
HS
989
HighVista Strategies
Massachusetts
$1.49M +$1.49M +16,300 New
IIA
990
IPG Investment Advisors
California
$1.49M +$1.49M +16,286 New
CA
991
Continuum Advisory
Idaho
$1.48M -$654K -7,171 -31%
SBFM
992
S-Bank Fund Management
Finland
$1.48M -$124K -1,357 -8%
AM
993
AGF Management
Ontario, Canada
$1.48M – – –
RBWA
994
RFG - Bristol Wealth Advisors
Massachusetts
$1.48M +$345K +3,784 +30%
AFG
995
Atomi Financial Group
New York
$1.47M +$72.4K +793 +5%
AIP
996
Ameritas Investment Partners
Nebraska
$1.47M -$10.4K -114 -0.7%
SDIC
997
South Dakota Investment Council
South Dakota
$1.47M -$237K -2,600 -14%
UBG
998
United Bank (Georgia)
Georgia
$1.46M +$97.6K +1,070 +7%
HFS
999
Howard Financial Services
Texas
$1.46M +$1.55K +17 +0.1%
ACH
1000
ArrowMark Colorado Holdings
Colorado
$1.45M -$1.99M -21,800 -58%
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40
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