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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 %
GWS
1426
Greykasell Wealth Strategies
California
$501K +$23K +252 +5%
KCM
1427
KRS Capital Management
Michigan
$500K +$274 +3 +0.1%
AF
1428
Apexium Financial
Texas
$499K +$6.57K +72 +1%
PTC
1429
Petrus Trust Company
Texas
$498K +$238K +2,607 +91%
AA
1430
Addison Advisors
Vermont
$498K -$1.83K -20 -0.4%
YC
1431
Yarbrough Capital
Tennessee
$498K – – –
RC
1432
Rovin Capital
Arizona
$497K +$7.94K +87 +2%
TCM
1433
Telos Capital Management
California
$496K -$67.1K -735 -12%
BWP
1434
BSW Wealth Partners
Colorado
$495K +$21.9K +240 +5%
RWA
1435
River Wealth Advisors
Pennsylvania
$495K +$35.7K +391 +8%
LNB
1436
Ledyard National Bank
$494K +$94.7K +1,038 +24%
WPWM
1437
Western Pacific Wealth Management
Illinois
$494K – – –
AWE
1438
Avidian Wealth Enterprises
Texas
$494K -$2.28K -25 -0.5%
OL
1439
Optas LLC
Texas
$494K +$6.48K +71 +1%
CH
1440
Cromwell Holdings
Wyoming
$491K +$266K +2,911 +118%
DI
1441
DAGCO Inc
Ohio
$490K – – –
AWM
1442
Ameliora Wealth Management
Switzerland
$489K +$489K +5,355 New
OA
1443
Operose Advisors
Wisconsin
$488K +$730 +8 +0.1%
FFA
1444
Fi3 Financial Advisors
Indiana
$487K +$37.4K +410 +8%
WJWM
1445
Williams Jones Wealth Management
New York
$486K +$210K +2,307 +76%
WA
1446
Waddell & Associates
Tennessee
$486K +$114K +1,249 +31%
BHBT
1447
Burke & Herbert Bank & Trust
Virginia
$484K – – –
FHA
1448
First Horizon Advisors
Tennessee
$483K +$182K +1,997 +61%
DIM
1449
Delta Investment Management
California
$482K +$2.65K +29 +0.6%
KW
1450
Keyvantage Wealth
Pennsylvania
$482K +$52.6K +577 +12%
56 57
58
59 60