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
JPWM
476
Jamison Private Wealth Management
Georgia
$13M
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$13M
ACM
478
Advisors Capital Management
New Jersey
$12.9M
TW
479
Trajan Wealth
Arizona
$12.8M
CAG
480
Crestwood Advisors Group
Massachusetts
$12.8M
IIC
481
Ironwood Investment Counsel
Arizona
$12.8M
AAIS
482
ABN AMRO Investment Solutions
$12.7M
UM
483
UniSuper Management
Australia
$12.6M
AG
484
Ascent Group
Virginia
$12.5M
BRCM
485
Bright Rock Capital Management
Massachusetts
$12.5M
NA
486
NewEdge Advisors
Louisiana
$12.3M
M
487
MOTCO
Texas
$12.3M
GAM
488
Generali Asset Management
Italy
$12.3M
BP
489
BNP Paribas
France
$12.2M
GT
490
Glenview Trust
Kentucky
$12.2M
WTC
491
WhitTier Trust Company
Nevada
$12.2M
WIA
492
Westbourne Investment Advisors
Maryland
$12.2M
BAAM
493
Baker Avenue Asset Management
California
$12.2M
FMC
494
First Merchants Corp
Indiana
$12M
HDIM
495
Hanson & Doremus Investment Management
Vermont
$11.9M
EWM
496
Empirical Wealth Management
Washington
$11.9M
WorldQuant Millennium Advisors
497
WorldQuant Millennium Advisors
New York
$11.9M
CA
498
Cornerstone Advisors
North Carolina
$11.9M
TBA
499
Tower Bridge Advisors
Pennsylvania
$11.9M
WCM
500
Westend Capital Management
California
$11.8M