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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
Bessemer Group
326
Bessemer Group
New Jersey
$27M
RT
327
Rockland Trust
Massachusetts
$27M
ACL
328
Azora Capital LP
Florida
$26.7M
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$26.4M
MT
330
Midwest Trust
Kansas
$26.2M
SG Americas Securities
331
SG Americas Securities
New York
$26.1M
PFSRSONJ
332
Police & Firemen's Retirement System of New Jersey
New Jersey
$26.1M
BB
333
Busey Bank
Illinois
$25.9M
CPCPP
334
Canada Post Corporation Pension Plan
Canada
$25.8M
MC
335
Maplelane Capital
New York
$25.5M
CIBC World Market
336
CIBC World Market
Ontario, Canada
$25.4M
BS
337
Banco Santander
Spain
$25.1M
WC
338
Whitney & Co
New York
$24.9M
BWC
339
Blue Whale Capital
United Kingdom
$24.8M
EIP
340
Epoch Investment Partners
New York
$24.2M
CA
341
Clearstead Advisors
Ohio
$24.2M
GHA
342
GW Henssler & Associates
Georgia
$24.1M
DS
343
Dudley & Shanley
Florida
$24.1M
DIA
344
Davidson Investment Advisors
Montana
$24.1M
HBCM
345
Heron Bay Capital Management
Michigan
$24M
PNC
346
Park National Corp
Ohio
$23.7M
ADEF
347
Adams Diversified Equity Fund
Maryland
$23.7M
FDP
348
Financiere des Professionnels
Quebec, Canada
$23.6M
CWM
349
CIBC World Markets
New York
$23.4M
SMDAM
350
Sumitomo Mitsui DS Asset Management
Japan
$23.1M