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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,310 hedge funds and large institutions have $145B invested in Charles Schwab in 2025 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 939 increasing their positions, 832 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.57% more ownership

Funds ownership: 80.26%81.83% (+1.6%)

5% more capital invested

Capital invested by funds: $139B → $145B (+$6.28B)

28% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $2.08B

Holders
2,310
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
98
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49B
Puts
$2.08B
Net Calls
Net Calls Change

Top Buyers

1 +$626M
2 +$219M
3 +$217M
4
Primecap Management
Primecap Management
California
+$196M
5
BlackRock
BlackRock
New York
+$179M

Top Sellers

1 -$792M
2 -$764M
3 -$619M
4
Lazard Asset Management
Lazard Asset Management
New York
-$372M
5
Citigroup
Citigroup
New York
-$300M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
226
State of New Jersey Common Pension Fund D
New Jersey
$59.3M
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$58.7M
VA
228
Vident Advisory
Georgia
$57.3M
DGM
229
Delta Global Management
New York
$57.3M
SCP
230
Sandhill Capital Partners
New York
$57.2M
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$56.9M
CIM
232
Corda Investment Management
Texas
$56.9M
Mariner
233
Mariner
Kansas
$55.4M
BCIM
234
British Columbia Investment Management
British Columbia, Canada
$54.6M
Capital Fund Management (CFM)
235
Capital Fund Management (CFM)
France
$54.5M
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$53.6M
RAM
237
Resona Asset Management
Japan
$53.4M
SCS
238
Syquant Capital SAS
France
$52.5M
MC
239
Mount Capital
United Kingdom
$52.4M
PIM
240
Provident Investment Management
Michigan
$51.3M
Lido Advisors
241
Lido Advisors
California
$51.1M
Rafferty Asset Management
242
Rafferty Asset Management
New York
$50.9M
ABC
243
Associated Banc-Corp
Wisconsin
$50.4M
MCM
244
Moore Capital Management
New York
$50.2M
ASRS
245
Arizona State Retirement System
Arizona
$49.2M
NSAM
246
North Star Asset Management
Wisconsin
$49M
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$48.6M
IIM
248
INTECH Investment Management
Florida
$47.1M
MIF
249
Mediolanum International Funds
Ireland
$46.8M
CGH
250
Crossmark Global Holdings
Texas
$46.5M