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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 %
BAM
1476
Broyhill Asset Management
North Carolina
$447K -$1.82M -19,983 -80%
TA
1477
Tactive Advisors
Florida
$446K +$446K +4,889 New
ACM
1478
Aljian Capital Management
Nevada
$446K +$456 +5 +0.1%
TAM
1479
Trillium Asset Management
Massachusetts
$445K +$66.1K +725 +17%
CS
1480
Cannell & Spears
New York
$441K +$639 +7 +0.1%
TF
1481
Trek Financial
Arizona
$439K +$84.6K +927 +24%
PBK
1482
Peoples Bank (Kansas)
Kansas
$439K -$1.1K -12 -0.2%
SC
1483
Syon Capital
California
$438K +$438K +4,802 New
DWM
1484
Diversify Wealth Management
Utah
$438K -$27.1K -275 -6%
PCM
1485
Polymer Capital Management
New York
$437K +$437K +4,787 New
CCG
1486
Coastwise Capital Group
California
$434K -$26.6K -292 -6%
S
1487
Sunpointe
Missouri
$430K +$430K +4,712 New
APP
1488
Avantax Planning Partners
Iowa
$429K +$8.3K +91 +2%
EWS
1489
Eagle Wealth Strategies
New Jersey
$429K +$7.48K +82 +2%
VCM
1490
Versant Capital Management
Arizona
$429K +$50.2K +550 +13%
PCM
1491
Princeton Capital Management
New Jersey
$429K +$429K +4,697 New
SIA
1492
Soltis Investment Advisors
Utah
$426K +$426K +4,673 New
WF
1493
Welch & Forbes
Massachusetts
$425K +$50.2K +550 +13%
OIM
1494
Orca Investment Management
Oregon
$423K -$456 -5 -0.1%
GWM
1495
Gibbs Wealth Management
Georgia
$423K +$423K +4,639 New
SIMG
1496
Sonora Investment Management Group
Arizona
$423K +$1.19K +13 +0.3%
APA
1497
Astoria Portfolio Advisors
New York
$423K – – –
WP
1498
Westmount Partners
California
$423K -$1.73K -19 -0.4%
FC
1499
Farringdon Capital
United Kingdom
$422K +$422K +4,627 New
MAWA
1500
Moss Adams Wealth Advisors
Washington
$422K +$6.11K +67 +1%
58 59
60
61 62