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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
CL
526
Choreo LLC
Illinois
$10.5M
TCCM
527
Timber Creek Capital Management
Massachusetts
$10.4M
MR
528
Munich Reinsurance
$10.4M
NW
529
NewEdge Wealth
Pennsylvania
$10.3M
VAS
530
Vestmark Advisory Solutions
Massachusetts
$10.2M
GWM
531
Geneos Wealth Management
Colorado
$10.1M
Jones Financial Companies
532
Jones Financial Companies
Missouri
$10.1M
PAG
533
Private Advisor Group
New Jersey
$10.1M
NB
534
Norinchukin Bank
Japan
$10.1M
AG
535
Advocate Group
Minnesota
$10.1M
QOP
536
Quinn Opportunity Partners
Virginia
$9.89M
MIM
537
Morningstar Investment Management
Illinois
$9.82M
HCA
538
Hyperion Capital Advisors
New York
$9.78M
HI
539
Horizon Investments
North Carolina
$9.78M
MGP
540
M&G plc
United Kingdom
$9.76M
HIMCH
541
Hartford Investment Management Co (HIMCO)
Connecticut
$9.66M
TIM
542
Thompson Investment Management
Wisconsin
$9.61M
ANTB
543
AMG National Trust Bank
Colorado
$9.59M
TAM
544
Tocqueville Asset Management
New York
$9.56M
LI
545
Lafayette Investments
Maryland
$9.56M
BWP
546
Baldwin Wealth Partners
Massachusetts
$9.5M
CDDEC
547
Caisse Des Depots Et Consignations
France
$9.5M
1M
548
1248 Management
Missouri
$9.36M
FNT
549
First National Trust
Pennsylvania
$9.36M
KIA
550
KCM Investment Advisors
California
$9.32M