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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 %
BSB
2076
Bangor Savings Bank
Maine
$4.2K – – –
FG
2077
Fairman Group
Pennsylvania
$4.2K – – –
GC
2078
Garde Capital
Washington
$4.11K – – –
RJA
2079
Ross\Johnson & Associates
Minnesota
$4.02K – – –
RWM
2080
Rialto Wealth Management
New York
$4.02K +$548 +6 +16%
GA
2081
GoalVest Advisory
New York
$3.92K -$8.49K -93 -68%
CIAM
2082
Caitong International Asset Management
Hong Kong
$3.65K +$3.38K +37 +1,233%
HI
2083
Hoey Investments
Pennsylvania
$3.56K – – –
PWM
2084
Parkworth Wealth Management
California
$3.56K +$2.46K +27 +225%
SC
2085
Swan Capital
Florida
$3.56K +$3.56K +39 New
WA
2086
WestEnd Advisors
North Carolina
$3.38K -$1.19K -13 -26%
PS
2087
PayPay Securities
Japan
$3.38K +$365 +4 +12%
AG
2088
AmeriFlex Group
Nevada
$3.22K – – –
SC
2089
Stephens Consulting
Michigan
$3.1K +$3.1K +34 New
1IA
2090
1620 Investment Advisors
Massachusetts
$3.01K – – –
FLFS
2091
Family Legacy Financial Solutions
North Carolina
$2.92K +$2.92K +32 New
EPW
2092
Evergreen Private Wealth
Colorado
$2.65K +$2.65K +29 New
WPA
2093
Wealth Preservation Advisors
Tennessee
$2.56K -$548 -6 -18%
MAFA
2094
MJT & Associates Financial Advisory
Minnesota
$2.46K – – –
RS
2095
Rakuten Securities
Japan
$2.37K -$1.73K -19 -42%
TIM
2096
Total Investment Management
Arizona
$2.28K +$2.28K +25 New
HIA
2097
HFM Investment Advisors
New Jersey
$2.19K +$1.28K +14 +140%
DFA
2098
DHJJ Financial Advisors
Illinois
$1.84K – – –
KB
2099
Kimelman & Baird
New York
$1.73K – – –
DF
2100
DecisionPoint Financial
Arizona
$1.57K +$1.57K +17 New
82 83
84
85 86