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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
SGA
701
Strategic Global Advisors
California
$4.74M
DWT
702
Dorsey & Whitney Trust
South Dakota
$4.71M
IPAM
703
ICICI Prudential Asset Management
India
$4.7M
SC
704
Skylands Capital
Wisconsin
$4.7M
GF
705
Gabelli Funds
New York
$4.68M
RPC
706
Rossmore Private Capital
Connecticut
$4.66M
SHA
707
Seneca House Advisors
Virginia
$4.66M
HNB
708
Huntington National Bank
Ohio
$4.64M
MMA
709
Miracle Mile Advisors
California
$4.61M
LW
710
Linscomb Wealth
Texas
$4.61M
HAG
711
HighPoint Advisor Group
Illinois
$4.6M
TI
712
Trexquant Investment
Connecticut
$4.59M
GAM
713
Gotham Asset Management
New York
$4.59M
TG
714
TCW Group
California
$4.58M
SAM
715
Securian Asset Management
Minnesota
$4.54M
DCM
716
Delta Capital Management
New Jersey
$4.53M
CCG
717
Chatham Capital Group
Georgia
$4.52M
MSA
718
MUFG Securities Americas
New York
$4.5M
ECAM
719
East Coast Asset Management
Massachusetts
$4.49M
MCC
720
Malaga Cove Capital
California
$4.49M
KRSITF
721
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.49M
FFG
722
Fiduciary Financial Group
California
$4.48M
MA
723
Montag & Associates
Georgia
$4.46M
WSFS
724
Wilmington Savings Fund Society
Delaware
$4.46M
SA
725
SAM Advisors
California
$4.45M