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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 %
TC
2101
Trust Company
Kansas
$1.55K – – –
NL
2102
NVWM LLC
Pennsylvania
$1.37K +$639 +7 +88%
LFA
2103
LGT Financial Advisors
Texas
$1.37K +$1.37K +15 New
PA
2104
Pineridge Advisors
Missouri
$1.28K +$1.28K +14 New
LWANC
2105
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$989 +91 +9,100%
YDMI
2106
Y.D. More Investments
Israel
$365 -$197 -738 -35%
AP
2107
Aspect Partners
Virginia
$365 – – –
RPA
2108
Redwood Park Advisors
California
$365 +$365 +4 New
LB
2109
Legacy Bridge
Iowa
$183 +$183 +2 New
MC
2110
Maverick Capital
Texas
– -$112M -1,425,125 Closed
JCM
2111
Junto Capital Management
New York
– -$88.6M -1,132,385 Closed
BGM
2112
Burkehill Global Management
New York
– -$74.4M -950,000 Closed
CF
2113
Corebridge Financial
Texas
– -$32.7M -418,026 Closed
MMA
2114
Mizuho Markets Americas
New York
– -$29.1M -371,694 Closed
ZP
2115
Zimmer Partners
New York
– -$27.4M -350,000 Closed
FCI
2116
Financial Counselors Inc
Kansas
– -$20.6M -263,219 Closed
PCM
2117
Prana Capital Management
Connecticut
– -$20.1M -256,305 Closed
SC
2118
Sculptor Capital
New York
– -$12M -152,783 Closed
DCM
2119
Discovery Capital Management
Connecticut
– -$9.79M -125,000 Closed
PAG
2120
Private Advisory Group
Washington
– -$7.46M -95,297 Closed
FIG
2121
Fortress Investment Group
New York
– -$7.1M -90,693 Closed
BBL
2122
Beck Bode LLC
Massachusetts
– -$6.76M -86,364 Closed
BA
2123
Bridgewater Associates
Connecticut
– -$6.64M -84,797 Closed
SCM
2124
SKBA Capital Management
California
– -$6.62M -84,600 Closed
CCM
2125
Cinctive Capital Management
New York
– -$5.9M -75,400 Closed
83 84
85
86 87