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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
CPCM
676
Cardinal Point Capital Management
Ontario, Canada
$5.2M
PFS
677
Prospera Financial Services
Texas
$5.17M
FNA
678
First National Advisers
Nebraska
$5.12M
GT
679
Greenleaf Trust
Michigan
$5.11M
FIM
680
FWL Investment Management
Texas
$5.1M
ATIA
681
American Trust Investment Advisors
New Hampshire
$5.09M
AF
682
Allworth Financial
California
$5.07M
RCM
683
RNC Capital Management
California
$5.07M
PIWA
684
Prevail Innovative Wealth Advisors
Kansas
$5.06M
CT
685
Colonial Trust
South Carolina
$5.05M
IA
686
IFP Advisors
Florida
$5.04M
MCM
687
Maltese Capital Management
New York
$5M
BCM
688
Brookstone Capital Management
Illinois
$4.94M
HZ
689
Hixon Zuercher
Ohio
$4.94M
DWP
690
Daymark Wealth Partners
Ohio
$4.93M
TCM
691
Tandem Capital Management
New Jersey
$4.92M
EF
692
Empirical Finance
Pennsylvania
$4.91M
SAA
693
Southeast Asset Advisors
Georgia
$4.89M
TWC
694
TD Waterhouse Canada
Ontario, Canada
$4.87M
SCM
695
SOL Capital Management
Maryland
$4.86M
LOAMS
696
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.85M
LIA
697
LS Investment Advisors
Michigan
$4.84M
HPCM
698
Hunter Perkins Capital Management
Illinois
$4.8M
LS
699
Leelyn Smith
Illinois
$4.77M
PEAK6
700
PEAK6
Illinois
$4.76M