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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 %
CHAM
1001
Clear Harbor Asset Management
Connecticut
$1.45M -$52.9K -580 -4%
JAM
1002
Jupiter Asset Management
United Kingdom
$1.44M +$1.44M +15,825 New
RIL
1003
Rothschild Investment LLC
Illinois
$1.44M -$433K -4,747 -23%
FCFC
1004
First Commonwealth Financial Corp
Pennsylvania
$1.44M +$17.2K +188 +1%
WA
1005
Wealth Alliance
New York
$1.44M +$209K +2,291 +17%
CIP
1006
Convergence Investment Partners
Florida
$1.44M -$446K -4,884 -24%
JLBC
1007
J.L. Bainbridge & Co
Florida
$1.43M -$119K -1,302 -8%
CSC
1008
Cove Street Capital
California
$1.43M – – –
CC
1009
Chicago Capital
Illinois
$1.43M +$9.12K +100 +0.6%
GWMR
1010
GC Wealth Management RIA
Massachusetts
$1.41M +$937K +10,269 +197%
PCA
1011
Pallas Capital Advisors
Massachusetts
$1.41M -$234K -2,562 -14%
SSWM
1012
Sheets Smith Wealth Management
North Carolina
$1.4M +$671K +7,356 +92%
BIG
1013
Brooklyn Investment Group
New York
$1.4M +$480K +5,261 +52%
CPC
1014
Cookson Peirce & Co
Pennsylvania
$1.39M +$309K +3,383 +28%
IAS
1015
Insigneo Advisory Services
Florida
$1.39M +$144K +1,578 +12%
NCM
1016
Neumann Capital Management
California
$1.38M -$5.29K -58 -0.4%
FDS
1017
First Dallas Securities
Texas
$1.38M -$302K -3,308 -18%
FFG
1018
Frisch Financial Group
New York
$1.38M +$2.65K +29 +0.2%
PP
1019
Postrock Partners
Oregon
$1.38M – – –
GCM
1020
Glaxis Capital Management
Florida
$1.37M +$1.37M +15,000 New
FC
1021
Fusion Capital
South Carolina
$1.37M +$77.3K +847 +6%
IG
1022
ING Group
Netherlands
$1.37M +$562K +6,165 +70%
KLWA
1023
Kelly Lawrence W & Associates
California
$1.36M -$4.56K -50 -0.3%
SC
1024
Stance Capital
Massachusetts
$1.36M +$1.36M +14,882 New
JFA
1025
JNBA Financial Advisors
Minnesota
$1.36M -$6.2K -68 -0.5%
39 40
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