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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
NYLIM
351
New York Life Investment Management
New York
$22.9M
RWP
352
RWA Wealth Partners
Massachusetts
$22.8M
CFO
353
Callan Family Office
Pennsylvania
$22.7M
NIM
354
NEOS Investment Management
Connecticut
$22.7M
RIM
355
Rakuten Investment Management
Japan
$22.5M
IC
356
IEQ Capital
California
$22.4M
Public Employees Retirement Association of Colorado
357
Public Employees Retirement Association of Colorado
Colorado
$22.2M
OAM
358
OP Asset Management
$22.2M
M&T Bank
359
M&T Bank
New York
$22M
CCM
360
Cohen Capital Management
California
$21.9M
NAM
361
Nissay Asset Management
Japan
$21.7M
BMSSC
362
B. Metzler seel. Sohn & Co
Germany
$21.7M
LOPW
363
Live Oak Private Wealth
North Carolina
$21.6M
OIAM
364
OFI Invest Asset Management
France
$21.3M
VIM
365
Vinva Investment Management
Australia
$21.2M
PFM
366
Premier Fund Managers
United Kingdom
$21.2M
EHC
367
Everett Harris & Co
California
$21.2M
QCM
368
QRG Capital Management
Illinois
$21M
VRS
369
Virginia Retirement Systems
Virginia
$20.3M
Hudson Bay Capital Management
370
Hudson Bay Capital Management
Connecticut
$20.1M
Pathstone Holdings
371
Pathstone Holdings
New Jersey
$20.1M
VPIM
372
Vanguard Personalized Indexing Management
California
$20M
AC
373
Addenda Capital
Quebec, Canada
$19.9M
ELC
374
Edgar Lomax Company
Virginia
$19.9M
PGFC
375
Peapack-Gladstone Financial Corp
New Jersey
$19.9M