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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
28.28%
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.8B +$254M +2,786,829 +2%
BlackRock
2
BlackRock
New York
$11.7B +$488M +5,353,480 +4%
Dodge & Cox
3
Dodge & Cox
California
$7.7B -$401M -4,392,770 -5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$6.83B -$658M -7,213,215 -9%
State Street
5
State Street
Massachusetts
$6.61B +$48.5M +531,329 +0.7%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$6.44B +$1.5B +16,444,010 +30%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.4B +$94.4M +1,038,376 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.15B +$237M +2,600,371 +8%
Franklin Resources
9
Franklin Resources
California
$2.74B +$74.4M +815,625 +3%
Morgan Stanley
10
Morgan Stanley
New York
$2.2B +$242M +2,657,145 +12%
Harris Associates
11
Harris Associates
Illinois
$2.1B -$424M -4,642,770 -17%
Fisher Asset Management
12
Fisher Asset Management
Washington
$1.95B +$19.3M +211,527 +1%
Norges Bank
13
Norges Bank
Norway
$1.89B +$1.89B +20,713,047 New
Primecap Management
14
Primecap Management
California
$1.74B +$459M +5,032,728 +36%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$1.68B -$194M -2,121,852 -10%
Artisan Partners
16
Artisan Partners
Wisconsin
$1.66B +$39M +426,953 +2%
Northern Trust
17
Northern Trust
Illinois
$1.56B -$30.3M -332,627 -2%
Viking Global Investors
18
Viking Global Investors
Connecticut
$1.44B -$177M -1,943,492 -11%
Bank of America
19
Bank of America
North Carolina
$1.4B -$53.2M -583,566 -4%
AllianceBernstein
20
AllianceBernstein
Tennessee
$1.4B -$159M -1,741,526 -10%
Invesco
21
Invesco
Georgia
$1.38B -$37.5M -411,052 -3%
UBS AM
22
UBS AM
Illinois
$1.31B +$138M +1,510,348 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.29B +$285M +3,125,179 +28%
GIM
24
Generation Investment Management
United Kingdom
$1.27B -$40.3M -442,103 -3%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$1.14B -$277M -3,039,824 -20%
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