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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 %
CFP
1076
Catalyst Financial Partners
Massachusetts
$1.19M +$30.8K +338 +3%
HR
1077
Hardy Reed
Mississippi
$1.19M -$12.9K -141 -1%
RS
1078
R Squared
Hong Kong
$1.19M +$1.19M +12,994 New
RBI
1079
Raiffeisen Bank International
Austria
$1.18M -$27.4K -305 -2%
HA
1080
Hamel Associates
New Jersey
$1.18M – – –
AAP
1081
Arax Advisory Partners
Colorado
$1.18M +$407K +1,215 +53%
SQA
1082
Simon Quick Advisors
New Jersey
$1.17M +$226K +2,480 +24%
KIA
1083
Knollwood Investment Advisory
Maryland
$1.17M – – –
TWA
1084
TCI Wealth Advisors
Arizona
$1.17M -$182 -2 -0%
GIP
1085
Granite Investment Partners
California
$1.17M – – –
PG
1086
Proffitt & Goodson
Tennessee
$1.16M +$1.92K +21 +0.2%
DWM
1087
Destination Wealth Management
California
$1.16M -$88.6K -971 -7%
CAM
1088
Costello Asset Management
Pennsylvania
$1.16M +$2.37K +26 +0.2%
CFM
1089
Capricorn Fund Managers
United Kingdom
$1.16M -$20.4K -224 -2%
SP
1090
Stablepoint Partners
Massachusetts
$1.16M +$40.9K +448 +4%
AC
1091
Avestar Capital
New York
$1.15M +$230K +2,517 +25%
KCM
1092
Kanawha Capital Management
Virginia
$1.15M – – –
WFA
1093
West Financial Advisors
Iowa
$1.15M – – –
MS
1094
Maven Securities
Jersey
$1.15M -$592K -6,483 -34%
PIA
1095
Panoramic Investment Advisors
Colorado
$1.14M – – –
AAM
1096
Advisors Asset Management
Colorado
$1.14M -$420K -4,606 -27%
DRD
1097
Dennis R. Delaney
$1.14M +$469K +5,145 +70%
NA
1098
Nautilus Advisors
California
$1.14M – – –
ICM
1099
Islay Capital Management
Texas
$1.14M +$9.12K +100 +0.8%
IP
1100
Interval Partners
New York
$1.13M -$14.8M -162,451 -93%
42 43
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