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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
GLA
551
Great Lakes Advisors
Illinois
$9.32M
ACP
552
Aviance Capital Partners
Florida
$9.29M
RAM
553
Redmond Asset Management
Virginia
$9.17M
BAMF
554
BI Asset Management Fondsmaeglerselskab
Denmark
$9.11M
A
555
Allianz
Germany
$9.04M
WA
556
Waverly Advisors
Alabama
$8.98M
CTA
557
Colonial Trust Advisors
South Carolina
$8.97M
PI
558
PineBridge Investments
New York
$8.75M
MA
559
Mezzasalma Advisors
New Jersey
$8.73M
MYAM
560
Meiji Yasuda Asset Management
Japan
$8.72M
GH
561
GAM Holding
Switzerland
$8.71M
GIBU
562
Gulf International Bank (UK)
United Kingdom
$8.68M
AAIM
563
American Assets Investment Management
California
$8.66M
CICI
564
Capital Investment Counsel Inc
North Carolina
$8.62M
OC
565
Oppenheimer & Co
New York
$8.56M
PC
566
Permanens Capital
New York
$8.54M
LSERS
567
Louisiana State Employees Retirement System
Louisiana
$8.52M
MSRPS
568
Maryland State Retirement & Pension System
Maryland
$8.5M
VWM
569
Venturi Wealth Management
Texas
$8.49M
SFA
570
Spectrum Financial Alliance
Kentucky
$8.41M
MOS
571
MGO One Seven
Ohio
$8.33M
RCM
572
Radnor Capital Management
Pennsylvania
$8.3M
NPT
573
National Philanthropic Trust
Pennsylvania
$8.23M
TRCT
574
Tower Research Capital (TRC)
New York
$8.18M
FA
575
Fagan Associates
New York
$8.17M