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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 %
BWAM
1101
Boyd Watterson Asset Management
Ohio
$1.13M +$61.6K +675 +6%
PWG
1102
Portside Wealth Group
Utah
$1.13M +$85.2K +934 +8%
ET
1103
Equitable Trust
Tennessee
$1.12M – – –
OIS
1104
Okabena Investment Services
Minnesota
$1.11M +$1.11M +12,214 New
LIM
1105
Leavell Investment Management
Alabama
$1.11M +$10.8K +118 +1%
HHRDM
1106
H&H Retirement Design & Management
Nevada
$1.11M +$28.8K +299 +3%
BW
1107
BIP Wealth
Georgia
$1.11M -$416K -4,556 -27%
MA
1108
Mutual Advisors
Nebraska
$1.11M +$3.59K +37 +0.3%
RSVP
1109
Ramsay Stattman Vela & Price
Colorado
$1.1M +$37.9K +415 +4%
HCM
1110
Hodges Capital Management
Texas
$1.1M -$373K -4,085 -25%
ORC
1111
O'Rourke & Company
Massachusetts
$1.1M -$61.2K -671 -5%
MC
1112
Matisse Capital
Oregon
$1.1M -$115K -1,260 -9%
EBT
1113
Enterprise Bank & Trust
Massachusetts
$1.1M +$37.4K +410 +4%
SAM
1114
Summit Asset Management
Tennessee
$1.1M -$54.7K -600 -5%
ISFAN
1115
Investor's Fiduciary Advisor Network
Washington
$1.1M -$313K -3,433 -22%
FPAS
1116
Focus Partners Advisor Solutions
Missouri
$1.09M +$202K +2,212 +23%
CA
1117
Cullinan Associates
Kentucky
$1.09M – – –
NME
1118
Notis-McConarty Edward
$1.09M +$1.09M +11,895 New
USCWA
1119
U.S. Capital Wealth Advisors
Texas
$1.07M +$62.6K +686 +6%
LWM
1120
Lodestone Wealth Management
Washington
$1.07M +$3.29K +36 +0.3%
ATWA
1121
Arbor Trust Wealth Advisors
Michigan
$1.07M +$31K +340 +3%
SSCM
1122
Sovereign's Capital Management
Georgia
$1.06M +$169K +1,856 +19%
PCS
1123
Personal CFO Solutions
New Jersey
$1.06M +$12.2K +134 +1%
SIM
1124
Stratos Investment Management
Ohio
$1.06M +$58.9K +645 +6%
DBIA
1125
Dumont & Blake Investment Advisors
New Jersey
$1.05M +$12.8K +140 +1%
43 44
45
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