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
CPBTD
601
Central Pacific Bank - Trust Division
Hawaii
$7.05M
AWM
602
AE Wealth Management
Kansas
$7.04M
NGA
603
Naples Global Advisors
Florida
$7.02M
BCM
604
Birch Capital Management
Texas
$6.97M
SC
605
Scotia Capital
Ontario, Canada
$6.93M
MFG
606
Merit Financial Group
Georgia
$6.91M
EMPI
607
Elo Mutual Pension Insurance
Finland
$6.87M
MSE
608
MUFG Securities EMEA
United Kingdom
$6.84M
ALMGDA
609
AG2R La Mondiale Gestion d'Actifs
France
$6.82M
LNWTC
610
Laird Norton Wetherby Trust Company
Washington
$6.82M
AWA
611
Arkadios Wealth Advisors
Georgia
$6.81M
Acadian Asset Management
612
Acadian Asset Management
Massachusetts
$6.8M
PSC
613
Prentiss Smith & Co
Vermont
$6.76M
SFI
614
Siemens Fonds Invest
Germany
$6.72M
TLCM
615
Twin Lakes Capital Management
California
$6.64M
IRAG
616
Investment Research & Advisory Group
Georgia
$6.6M
QIM
617
Quantitative Investment Management
Virginia
$6.58M
SWM
618
Sendero Wealth Management
Texas
$6.56M
KFS
619
Kurt F. Somerville
$6.55M
SWM
620
Spire Wealth Management
Virginia
$6.5M
SAM
621
Smithbridge Asset Management
Pennsylvania
$6.5M
EH
622
Equitable Holdings
New York
$6.49M
AG
623
Algert Global
California
$6.44M
TSW
624
Thompson Siegel & Walmsley
Virginia
$6.37M
LAI
625
Legal Advantage Investments
California
$6.35M