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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
LIP
576
Lighthouse Investment Partners
Florida
$8.08M
SIM
577
Seaview Investment Managers
Florida
$8.03M
MGP
578
Metis Global Partners
California
$7.99M
NMERB
579
New Mexico Educational Retirement Board
New Mexico
$7.86M
ACM
580
Aquatic Capital Management
Illinois
$7.7M
MIM
581
Marco Investment Management
Georgia
$7.66M
DILIC
582
Dai-ichi Life Insurance Company
Japan
$7.63M
GHAM
583
Gilman Hill Asset Management
Connecticut
$7.58M
MAM
584
Mark Asset Management
New York
$7.57M
CG
585
Caprock Group
Idaho
$7.56M
IAN
586
Integrated Advisors Network
Texas
$7.48M
PTCG
587
Pring Turner Capital Group
California
$7.48M
CIG
588
Cullen Investment Group
Louisiana
$7.46M
AIMCA
589
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.45M
IMRF
590
Illinois Municipal Retirement Fund
Illinois
$7.43M
CCG
591
Cloverfields Capital Group
Minnesota
$7.43M
GIA
592
GHP Investment Advisors
Colorado
$7.36M
BCAM
593
Boston Common Asset Management
Massachusetts
$7.3M
SWM
594
Salvus Wealth Management
New Jersey
$7.3M
CB
595
Commerce Bank
Missouri
$7.22M
HT
596
Headlands Technologies
Illinois
$7.19M
KCPG
597
Kavar Capital Partners Group
Kansas
$7.12M
CBB
598
Citizens Business Bank
California
$7.1M
TIAA Trust, National Association
599
TIAA Trust, National Association
North Carolina
$7.09M
KBFS
600
Kohmann Bosshard Financial Services
Ohio
$7.09M