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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
CFM
251
Coronation Fund Managers
South Africa
$46.3M
AAM
252
AMI Asset Management
California
$46.1M
First Manhattan
253
First Manhattan
New York
$46M
COA
254
Crown Oak Advisors
California
$45.9M
OA
255
Oak Associates
Ohio
$44.8M
CNB
256
Czech National Bank
Czech Republic
$44M
SOMRS
257
State of Michigan Retirement System
Michigan
$43.7M
CAM
258
Cresset Asset Management
Illinois
$43.5M
JF
259
Jump Financial
Illinois
$42.4M
Mirae Asset Global ETFs Holdings
260
Mirae Asset Global ETFs Holdings
Hong Kong
$42.3M
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$41.4M
FAF
262
Första AP-fonden
Sweden
$41.4M
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$41.3M
DADC
264
D.A. Davidson & Co
Montana
$41M
MIM
265
MetLife Investment Management
New Jersey
$40.8M
SLAM
266
Swiss Life Asset Management
$40.7M
BAM
267
Berkshire Asset Management
Pennsylvania
$40.5M
Osaic Holdings
268
Osaic Holdings
Arizona
$39.9M
CM
269
Cercano Management
Washington
$39M
COPPSERS
270
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$38.8M
Macquarie Group
271
Macquarie Group
Australia
$38.5M
WT
272
Whittier Trust
California
$38.4M
AO
273
Allen Operations
New York
$38M
GIA
274
Gateway Investment Advisers
Ohio
$37.9M
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$37.9M