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SCHW

Charles Schwab

Delisted

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

2,311 hedge funds and large institutions have $145B invested in Charles Schwab in 2025 Q4 according to their latest regulatory filings, with 286 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
2,311
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
ProShare Advisors
276
ProShare Advisors
Maryland
$37.5M
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.4M
HighTower Advisors
278
HighTower Advisors
Illinois
$36.6M
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$36.4M
SGAM
280
Smith Group Asset Management
Texas
$36.1M
ZIG
281
Zurich Insurance Group
Switzerland
$36M
SFA
282
Sequoia Financial Advisors
Ohio
$35.9M
BBVA
283
Banco Bilbao Vizcaya Argentaria
Spain
$35.8M
PMAM
284
Picton Mahoney Asset Management
Ontario, Canada
$35.8M
ECSS
285
Eurizon Capital SGR SpA
$35.2M
RG
286
Renaissance Group
Kentucky
$35M
YIH
287
Y-Intercept (HK)
Hong Kong
$34.9M
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$34.8M
DnB Asset Management
289
DnB Asset Management
Norway
$34.4M
AI
290
Ariel Investments
Illinois
$34.2M
IMPI
291
Ilmarinen Mutual Pension Insurance
Finland
$33.8M
II
292
IFM Investors
Australia
$33.6M
Calamos Advisors
293
Calamos Advisors
Illinois
$33.4M
GIP
294
Greatmark Investment Partners
Georgia
$33.4M
Daiwa Securities Group
295
Daiwa Securities Group
Japan
$33.4M
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$33M
Capital Research Global Investors
297
Capital Research Global Investors
California
$33M
FWCM
298
Ferguson Wellman Capital Management
Oregon
$33M
Skandinaviska Enskilda Banken (SEB)
299
Skandinaviska Enskilda Banken (SEB)
Sweden
$33M
BA
300
Bridgewater Associates
Connecticut
$33M