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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 %
W
1826
WorthPointe
California
$205K -$102K -1,121 -33%
SH
1827
SLT Holdings
Arizona
$205K +$205K +2,250 New
CPL
1828
CAP Partners LLC
Tennessee
$205K +$205K +2,250 New
TFA
1829
Teamwork Financial Advisors
Texas
$204K +$204K +2,239 New
WA
1830
WP Advisors
California
$204K +$204K +2,237 New
TFG
1831
Tilson Financial Group
New Jersey
$204K +$204K +2,237 New
BTD
1832
BankPlus Trust Department
Mississippi
$204K -$2.37K -26 -1%
TWM
1833
Tumwater Wealth Management
Idaho
$203K +$203K +2,228 New
AAS
1834
Annex Advisory Services
Wisconsin
$203K +$203K +2,223 New
SFG
1835
Sather Financial Group
Texas
$202K +$202K +2,219 New
SGK
1836
Steigerwald Gordon & Koch
Virginia
$201K +$201K +2,205 New
AIM
1837
Avity Investment Management
Connecticut
$201K +$201K +2,200 New
SS
1838
SBI Securities
Japan
$200K +$2.92K +32 +1%
B
1839
Birchbrook
Maine
$198K -$9.03K -99 -4%
CCG
1840
Ceeto Capital Group
Florida
$194K – – –
CPG
1841
Cornerstone Planning Group
New Jersey
$187K +$142K +1,471 +318%
UIA
1842
Ulland Investment Advisors
Minnesota
$186K -$19.2K -210 -9%
TFIPS
1843
Towarzystwo Funduszy Inwestycyjnych PZU SA
$183K – – –
TWC
1844
TD Waterhouse Canada
Ontario, Canada
$178K +$125K +1,367 +234%
BIA
1845
Bell Investment Advisors
California
$173K +$1.83K +20 +1%
SA
1846
SRH Advisors
Kansas
$169K – – –
HIA
1847
Harbor Investment Advisory
Maryland
$164K +$124 +6 +0.1%
VWA
1848
VSM Wealth Advisory
Maryland
$161K +$72K +789 +81%
HFM
1849
Hartford Financial Management
Connecticut
$159K -$5.29K -58 -3%
WOSD
1850
WFA of San Diego
California
$158K +$158K +1,736 New
72 73
74
75 76