We are live on ! Find out more
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
BCI
426
Brinker Capital Investments
Pennsylvania
$15.6M
SCA
427
Snowden Capital Advisors
New York
$15.6M
CI
428
CX Institutional
Indiana
$15.5M
Walleye Capital
429
Walleye Capital
New York
$15.4M
WAM
430
Winslow Asset Management
Ohio
$15.3M
PWM
431
Perigon Wealth Management
California
$15.3M
PTPFOECYE
432
PBU - The Pension Fund of Early Childhood & Youth Educators
$15.3M
AWMS
433
Advocacy Wealth Management Services
Georgia
$15.2M
JFG
434
Jefferies Financial Group
New York
$15.2M
IMCOOI
435
Investment Management Corp of Ontario (IMCO)
Canada
$15.1M
SG
436
Sienna Gestion
France
$15.1M
TCM
437
Tran Capital Management
California
$14.9M
GLR
438
Great Lakes Retirement
Ohio
$14.8M
AMBIA
439
Allen Mooney & Barnes Investment Advisors
Georgia
$14.8M
MWM
440
Modera Wealth Management
New Jersey
$14.6M
FA
441
Financial Avengers
California
$14.6M
AL
442
Advaya LLP
United Kingdom
$14.5M
VCAM
443
Van Cleef Asset Management
Ohio
$14.5M
1832 Asset Management
444
1832 Asset Management
Ontario, Canada
$14.5M
KCG
445
Kinsale Capital Group
Virginia
$14.4M
BPA
446
Beacon Pointe Advisors
California
$14.4M
ET
447
Entropy Technologies
New York
$14.4M
UCFA
448
United Capital Financial Advisors
Texas
$14.3M
PAMP
449
Polar Asset Management Partners
Ontario, Canada
$14.3M
BPC
450
Banque Pictet & Cie
Switzerland
$14.3M