See Which Of The Latest 13F Filers Holds SCHW | Global Market News
At Holdings Channel, now we have reviewed the latest batch of the 30 most up-to-date 13F filings for the 06/30/2025 reporting period, and seen that The Charles Schwab Corporation (Symbol: SCHW) was held by 16 of these funds. When hedge fund managers look like considering alike, we discover it’s a good concept to take a nearer look.
Before we proceed, it’s important to level out that 13F filings don’t inform the entire story, as a result of these funds are solely required to reveal their long positions with the SEC, however are usually not required to reveal their short positions. A fund making a bearish wager in opposition to a stock by shorting calls, for instance, may also be long some quantity of stock as they trade round their general bearish place. This long part might show up in a 13F submitting and everybody may assume the fund is bullish, however this tells solely half of the story as a result of the bearish/short facet of the place is just not seen.
Having on condition that caveat, we imagine that taking a look at teams of 13F filings could be revealing, particularly when evaluating one holding period to a different. Below, let’s take a take a look at the change in SCHW positions, for this latest batch of 13F filers:
FundNew Position?Change In Share RelyChange In Market Value ($ in 1000’s)
NorthRock Partners LLC
Existing
+2,988+$358Verdence Capital Advisors LLC
Existing
-144+$26Atria Wealth Solutions Inc.
Existing
-6,290-$180Envestnet Portfolio Solutions Inc.
Existing
-39,225-$1,752Cascade Investment Advisors Inc.
Existing
-1,435+$354Kintegral Advisory LLC
Existing
-49+$408Delaney Dennis R
Existing
+5,145+$564Cornerstone Wealth Group LLC
Existing
+604+$90Courant Investment Management LLC
Existing
UNCH+$2,572Elmwood Wealth Management Inc.
Existing
UNCH+$212Naviter Wealth LLC
Existing
-96+$86Axxcess Wealth Management LLC
Existing
-31+$189Cutler Investment Counsel LLC
Existing
-657+$2,487Acorn Financial Advisory Services Inc. ADV
NEW
+2,356+$215Credit Industriel ET Commercial
Existing
-4,760-$622Elefante Mark B
NEW
+6,940+$633Aggregate Change:
-34,654+$5,640
In phrases of shares owned, we depend 3 of the above funds having elevated present SCHW positions from 03/31/2025 to 06/30/2025, with 9 having decreased their positions and a pair of new positions.
Looking past these specific funds on this one batch of most up-to-date filers, we tallied up the SCHW share depend within the combination amongst all of the funds which held SCHW on the 06/30/2025 reporting period (out of the two,390 we checked out in complete). We then in contrast that quantity to the sum complete of SCHW shares those self same funds held back on the 03/31/2025 period, to see how the combination share depend held by hedge funds has moved for SCHW. We discovered that between these two intervals, funds elevated their holdings by 2,699,187 shares within the combination, from 36,313,032 up to 39,012,219 for a share depend increase of roughly 7.43%. The general prime three funds holding SCHW on 06/30/2025 had been:
We’ll keep following the latest 13F filings by hedge fund managers and convey you fascinating tales derived from a take a look at the combination data throughout teams of managers between submitting intervals. While taking a look at particular person 13F filings can generally be deceptive due to the long-only nature of the data, the sum complete throughout teams of funds from one reporting period to a different could be a lot more revealing and related, offering fascinating stock concepts that benefit additional analysis, like The Charles Schwab Corporation (Symbol: SCHW).
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The views and opinions expressed herein are the views and opinions of the creator and don’t essentially mirror these of Nasdaq, Inc.
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