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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
PCM
401
Poehling Capital Management
Wisconsin
$17.6M
Cambridge Investment Research Advisors
402
Cambridge Investment Research Advisors
Iowa
$17.6M
TH
403
TCTC Holdings
Texas
$17.5M
LA
404
LBP AM
France
$17.5M
HWM
405
HFR Wealth Management
New York
$17.4M
VCM
406
Voleon Capital Management
California
$17.4M
AAIM
407
Asset Advisors Investment Management
Georgia
$17.3M
Wealthfront Advisers
408
Wealthfront Advisers
California
$17.2M
VCM
409
Vivaldi Capital Management
Illinois
$17.2M
P
410
&Partners
Tennessee
$17M
EWM
411
Evercore Wealth Management
New York
$17M
BCM
412
Blume Capital Management
California
$16.8M
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
SOADOR
414
State of Alaska Department of Revenue
Alaska
$16.6M
PFPG
415
Pinnacle Financial Partners (Georgia)
Georgia
$16.5M
G
416
GenTrust
Florida
$16.5M
KAS
417
Kestra Advisory Services
Texas
$16.5M
AV
418
ASR Vermogensbeheer
Netherlands
$16.4M
TI
419
Tidal Investments
Wisconsin
$16.4M
CIS
420
Connors Investor Services
Pennsylvania
$16.2M
Parallax Volatility Advisers
421
Parallax Volatility Advisers
California
$16.1M
ECM
422
Elgethun Capital Management
South Dakota
$16M
N
423
Natixis
France
$16M
JSA
424
Jacobson & Schmitt Advisors
Wisconsin
$16M
JC
425
Jacobs & Co
California
$15.8M