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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 %
ANBT
2051
American National Bank & Trust
Texas
$8.21K – – –
RFA
2052
Reyes Financial Architecture
California
$8.21K – – –
BFS
2053
Bare Financial Services
Pennsylvania
$8.21K +$5.84K +64 +246%
GWSA
2054
Global Wealth Strategies & Associates
Colorado
$7.57K – – –
DPW
2055
DiNuzzo Private Wealth
Pennsylvania
$7.12K – – –
TFM
2056
TFC Financial Management
Massachusetts
$7.03K -$2.65K -29 -27%
IWM
2057
IMG Wealth Management
Florida
$6.84K +$6.84K +75 New
EWA
2058
EQ Wealth Advisors
Texas
$6.75K – – –
HNW
2059
High Note Wealth
Minnesota
$6.57K – – –
CTWM
2060
Cherry Tree Wealth Management
Minnesota
$6.41K -$1.56K -17 -20%
HIW
2061
Holos Integrated Wealth
Pennsylvania
$6.31K – – –
GC
2062
GFG Capital
Florida
$6.3K -$3.38M -37,078 -100%
JGIA
2063
Jackson Grant Investment Advisers
Connecticut
$5.66K – – –
MBFW
2064
Morton Brown Family Wealth
Pennsylvania
$5.29K – – –
DWA
2065
Delos Wealth Advisors
Texas
$5.29K +$5.29K +58 New
1NWS
2066
1 North Wealth Services
Maryland
$5.2K – – –
NRG
2067
Nemes Rush Group
Michigan
$5.2K +$2.19K +24 +73%
WAS
2068
Winch Advisory Services
Wisconsin
$5.16K +$90 +1 +2%
DSC
2069
Duncker Streett & Co
Missouri
$4.84K – – –
PAG
2070
Paladin Advisory Group
Iowa
$4.74K – – –
T
2071
Tidemark
California
$4.65K – – –
FCAS
2072
First Command Advisory Services
Texas
$4.56K – – –
PCM
2073
Perritt Capital Management
Illinois
$4.47K – – –
KG
2074
Kilter Group
New York
$4.47K +$4.47K +49 New
STB
2075
S&T Bank
Pennsylvania
$4.38K +$2.92K +32 +200%
81 82
83
84 85