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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
PHAM
301
Pacific Heights Asset Management
California
$33M
HJGA
302
Hardman Johnston Global Advisors
Connecticut
$33M
FLPIM
303
F.L. Putnam Investment Management
Massachusetts
$32.9M
GWM
304
Greenwich Wealth Management
Connecticut
$32.8M
X
305
Xponance
Pennsylvania
$32.7M
CCP
306
Clough Capital Partners
Massachusetts
$32.5M
DekaBank Deutsche Girozentrale
307
DekaBank Deutsche Girozentrale
Germany
$32.4M
Comerica Bank
308
Comerica Bank
Texas
$32.3M
AB
309
Amalgamated Bank
New York
$31.8M
VMPIC
310
Varma Mutual Pension Insurance Co
Finland
$31M
EWA
311
EP Wealth Advisors
California
$30.6M
DSA
312
Davis Selected Advisers
Arizona
$30.1M
Luther King Capital Management (LKCM)
313
Luther King Capital Management (LKCM)
Texas
$29.8M
ECM
314
ExodusPoint Capital Management
New York
$29.2M
SSA
315
Schonfeld Strategic Advisors
New York
$28.7M
WP
316
Woodline Partners
California
$28.6M
Mirae Asset Global Investments
317
Mirae Asset Global Investments
South Korea
$28.5M
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
$28.4M
URS
319
Utah Retirement Systems
Utah
$28.2M
TGCMU
320
Titan Global Capital Management USA
New York
$28.2M
FAF
321
Fjarde Ap-fonden
Sweden
$27.6M
UIM
322
USS Investment Management
United Kingdom
$27.5M
HP
323
Hosking Partners
United Kingdom
$27.3M
MPI
324
Mairs & Power Inc
Minnesota
$27.3M
MAM
325
Martingale Asset Management
Massachusetts
$27.1M