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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
28.27%
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 %
FLII
1751
First Long Island Investors
New York
$241K +$241K +2,642 New
BP
1752
Broadleaf Partners
Ohio
$241K – – –
LA
1753
LVW Advisors
New York
$241K -$2.83K -31 -1%
LBC
1754
Leigh Baldwin & Co
New York
$240K +$240K +2,625 New
PCA
1755
Prosperity Capital Advisors
Ohio
$239K -$730 -8 -0.3%
LFRG
1756
Lazard Frères Gestion
France
$239K – – –
WA
1757
Wealthstream Advisors
New York
$239K +$239K +2,617 New
SB
1758
Sunflower Bank
Texas
$238K -$8.12K -89 -3%
FFB
1759
First Financial Bankshares
Texas
$238K – – –
FWP
1760
FAS Wealth Partners
Kansas
$238K +$456 +5 +0.2%
GB
1761
Goepper Burkhardt
South Carolina
$237K – – –
OW
1762
Olistico Wealth
Oklahoma
$237K -$254K -2,786 -52%
HIC
1763
Holderness Investments Company
North Carolina
$236K -$16K -175 -6%
DFA
1764
DHK Financial Advisors
New Hampshire
$236K +$182 +2 +0.1%
TTWM
1765
TCV Trust & Wealth Management
Virginia
$236K -$45.6K -500 -16%
WGAM
1766
Wilkinson Global Asset Management
New York
$235K – – –
TC
1767
TFR Capital
Texas
$235K +$235K +2,580 New
GFA
1768
Gallagher Fiduciary Advisors
Illinois
$234K +$234K +2,569 New
OC
1769
Oakworth Capital
Alabama
$233K +$27.4K +300 +13%
NWWA
1770
New Wave Wealth Advisors
Arkansas
$233K -$79.2K -868 -25%
SPWM
1771
Schrum Private Wealth Management
Florida
$233K – – –
IFPL
1772
Investments & Financial Planning LLC
Kentucky
$232K +$232K +2,548 New
BDFN
1773
Bond & Devick Financial Network
Minnesota
$231K -$52.6K -576 -19%
GWAG
1774
Garrett Wealth Advisory Group
Texas
$230K +$230K +2,526 New
WTFG
1775
Wood Tarver Financial Group
Idaho
$230K +$273 +3 +0.1%
69 70
71
72 73