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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
AAF
376
Andra AP-fonden
Sweden
$19.9M
DC
377
Davenport & Co
Virginia
$19.9M
GF
378
Goodman Financial
Texas
$19.8M
WWA
379
WCG Wealth Advisors
Nevada
$19.3M
FFA
380
First Foundation Advisors
California
$19.3M
WPW
381
Warther Private Wealth
Ohio
$19.2M
TF
382
Talbot Financial
Washington
$19.1M
OPERF
383
Oregon Public Employees Retirement Fund
Oregon
$19.1M
Empower Advisory Group
384
Empower Advisory Group
Colorado
$19.1M
SPIA
385
Steward Partners Investment Advisory
New York
$19.1M
PMG
386
ProVise Management Group
Florida
$19.1M
MOACM
387
Mutual of America Capital Management
New York
$19M
UAS
388
United Asset Strategies
New York
$18.9M
CIC
389
Cutler Investment Counsel
Oregon
$18.8M
EI
390
Ethic Inc
New York
$18.8M
YCM
391
Yousif Capital Management
Michigan
$18.8M
EIA
392
Edgemoor Investment Advisors
Maryland
$18.6M
WIA
393
World Investment Advisors
California
$18.5M
CIM
394
Courant Investment Management
Tennessee
$18.3M
TAF
395
Tredje AP-fonden
Sweden
$18.3M
SA
396
Sanctuary Advisors
Indiana
$18.3M
LIM
397
Lathrop Investment Management
Arkansas
$18.2M
STA
398
Summit Trail Advisors
New York
$18.1M
BC
399
Burney Company
Virginia
$18M
AI
400
Atria Investments
North Carolina
$17.7M