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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
MFIM
501
Mesirow Financial Investment Management
Illinois
$11.8M
UF
502
Univest Financial
Pennsylvania
$11.7M
AP
503
Americana Partners
Texas
$11.5M
NC
504
Nicholas Company
Wisconsin
$11.4M
SB
505
SIG Brokerage
New York
$11.4M
CCS
506
Concentric Capital Strategies
Connecticut
$11.3M
ECM
507
Evergreen Capital Management
Washington
$11.3M
MSU
508
Mizuho Securities USA
New York
$11.3M
ATC
509
Argent Trust Co
Tennessee
$11.3M
LC
510
Lakehouse Capital
Australia
$11.2M
OIMU
511
Osmosis Investment Management UK
United Kingdom
$11.1M
AFA
512
Abacus FCF Advisors
Florida
$11.1M
BGIM
513
Boussard & Gavaudan Investment Management
United Kingdom
$11.1M
RG
514
Rathbones Group
United Kingdom
$11M
Envestnet Portfolio Solutions
515
Envestnet Portfolio Solutions
Illinois
$11M
BHPW
516
Beverly Hills Private Wealth
California
$10.9M
MB
517
MidFirst Bank
Oklahoma
$10.9M
OAC
518
OMERS Administration Corp
Ontario, Canada
$10.8M
ACG
519
Allen Capital Group
Nebraska
$10.8M
Verition Fund Management
520
Verition Fund Management
Connecticut
$10.8M
KRS
521
Kentucky Retirement Systems
Kentucky
$10.7M
CFG
522
Citizens Financial Group
Rhode Island
$10.7M
PP
523
Patten & Patten
Tennessee
$10.6M
PWP
524
Private Wealth Partners
California
$10.6M
IGAM
525
iA Global Asset Management
Quebec, Canada
$10.6M