SCHW icon

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
28.28%
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 %
AF
2176
Abound Financial
California
– -$91.8K -1,173 Closed
HCP
2177
Hexagon Capital Partners
Arkansas
– -$87.9K -1,123 Closed
NAAA
2178
New Age Alpha Advisors
New York
– -$84.4K -1,078 Closed
EF
2179
Elite Financial
Idaho
– -$70K -900 Closed
SIM
2180
Synergy Investment Management
Florida
– -$67.2K -858 Closed
TCM
2181
TruNorth Capital Management
Michigan
– -$65.3K -834 Closed
WT
2182
Washington Trust
Rhode Island
– -$59.8K -764 Closed
SCB
2183
Saudi Central Bank
Saudi Arabia
– -$53.1K -678 Closed
WPA
2184
West Paces Advisors
Georgia
– -$51.3K -655 Closed
AF
2185
Atala Financial
California
– -$43.5K -556 Closed
WAG
2186
Wiser Advisor Group
Arizona
– -$40.2K -513 Closed
PA
2187
PSI Advisors
Florida
– -$39.8K -509 Closed
BOJHT
2188
Bank of Jackson Hole Trust
Wyoming
– -$39.3K -494 Closed
WAM
2189
WFA Asset Management
Wisconsin
– -$33.1K -458 Closed
T
2190
TOBAM
France
– -$19K -242 Closed
NI
2191
NCP Inc
California
– -$14.2K -181 Closed
BMC
2192
Bear Mountain Capital
Washington
– -$13.2K -163 Closed
GFPC
2193
Global Financial Private Client
Florida
– -$12.5K -160 Closed
MIA
2194
MeadowBrook Investment Advisors
Michigan
– -$11.7K -150 Closed
SFG
2195
Stonebridge Financial Group
Pennsylvania
– -$8.92K -114 Closed
GWM
2196
Graybill Wealth Management
Illinois
– -$8.45K -108 Closed
RFG
2197
REAP Financial Group
Texas
– -$7.2K -92 Closed
AIP
2198
Arrowpoint Investment Partners
Singapore
– -$6.03K -77 Closed
WW
2199
Winnow Wealth
Texas
– -$4.03K -52 Closed
RWM
2200
Ruedi Wealth Management
Illinois
– -$3.13K -40 Closed
85 86 87
88
89