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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
AUB
451
Atlantic Union Bankshares
Virginia
$14.2M
Fifth Third Bancorp
452
Fifth Third Bancorp
Ohio
$14.1M
AG
453
AIA Group
Hong Kong
$14.1M
MCM
454
MAI Capital Management
Ohio
$14.1M
SPC
455
Stony Point Capital
New York
$14M
GGH
456
GCM Grosvenor Holdings
Illinois
$13.9M
CRC
457
Curi RMB Capital
Illinois
$13.9M
BPWM
458
Badgley Phelps Wealth Managers
Washington
$13.8M
BBI
459
Baxter Bros Inc
Connecticut
$13.8M
IMC Chicago
460
IMC Chicago
Illinois
$13.8M
FNBOO
461
First National Bank of Omaha
Nebraska
$13.7M
PS
462
Principal Securities
Iowa
$13.6M
PP
463
Prudential plc
United Kingdom
$13.5M
AF
464
Avanza Fonder
Sweden
$13.5M
HTHT
465
Hemenway Trust Hemenway Trust
New Hampshire
$13.5M
CC
466
Cornerstone Capital
California
$13.4M
PL
467
Parthenon LLC
Kentucky
$13.4M
OAM
468
Oppenheimer Asset Management
New York
$13.3M
HIP
469
HUB Investment Partners
Texas
$13.3M
TRSOTSOK
470
Teachers Retirement System of the State of Kentucky
Kentucky
$13.3M
MIG
471
McGuire Investment Group
Rhode Island
$13.3M
EGM
472
Engineers Gate Manager
New York
$13.3M
SCM
473
Shelton Capital Management
Colorado
$13.2M
Pacer Advisors
474
Pacer Advisors
Pennsylvania
$13.1M
AC
475
Allstate Corporation
Illinois
$13M