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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
Walleye Trading
626
Walleye Trading
New York
$6.34M
FFA
627
Farther Finance Advisors
California
$6.33M
LG
628
LaFleur & Godfrey
Michigan
$6.32M
OLA
629
Oliver Luxxe Assets
New Jersey
$6.31M
HWAM
630
Hennion & Walsh Asset Management
New Jersey
$6.28M
WIS
631
Wright Investors Service
Connecticut
$6.1M
HVIA
632
Hudson Valley Investment Advisors
New York
$6.07M
CI Investments Inc
633
CI Investments Inc
Ontario, Canada
$6.05M
LCC
634
Lincoln Capital Corp
Rhode Island
$6.03M
DIA
635
Dana Investment Advisors
Wisconsin
$6.01M
PCTC
636
Perkins Coie Trust Company
Washington
$6.01M
LC
637
Lincoln Capital
Nebraska
$6M
WG
638
Winton Group
United Kingdom
$6M
HWM
639
HB Wealth Management
Georgia
$5.95M
AF
640
Alerus Financial
North Dakota
$5.91M
AG
641
AlTi Global
New York
$5.9M
NDSIB
642
North Dakota State Investment Board
North Dakota
$5.85M
TPA
643
Trivium Point Advisory
Connecticut
$5.84M
CCM
644
Condor Capital Management
New Jersey
$5.84M
TMAM
645
Tokio Marine Asset Management
Japan
$5.83M
Optiver Holding
646
Optiver Holding
Netherlands
$5.74M
WAC
647
William Allan Corp
Colorado
$5.73M
OHIS
648
Oak Harvest Investment Services
Texas
$5.73M
PIM
649
Plato Investment Management
Australia
$5.73M
DIM
650
DLK Investment Management
California
$5.7M