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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
CFSG
726
Community Financial Services Group
Vermont
$4.38M
1WA
727
180 Wealth Advisors
Washington
$4.35M
AT
728
American Trust
Kentucky
$4.34M
VIA
729
Victrix Investment Advisors
Florida
$4.34M
PCIG
730
Partners Capital Investment Group
Massachusetts
$4.31M
GC
731
Gillson Capital
Illinois
$4.31M
VF
732
Vest Financial
Virginia
$4.29M
BFA
733
Buttonwood Financial Advisors
Maryland
$4.24M
EOJOAM
734
E. Ohman J:or Asset Management
Sweden
$4.24M
RSC
735
Red Spruce Capital
Pennsylvania
$4.23M
LWA
736
Lantern Wealth Advisors
New York
$4.23M
PFGIA
737
Patriot Financial Group Insurance Agency
Massachusetts
$4.22M
GIM
738
Goelzer Investment Management
Indiana
$4.19M
EBWM
739
Eagle Bluffs Wealth Management
Missouri
$4.17M
CC
740
Courier Capital
New York
$4.17M
BDPWM
741
Barnes Dennig Private Wealth Management
Ohio
$4.16M
MJP
742
Michael J. Puzo
$4.14M
QCG
743
Quadrant Capital Group
Ohio
$4.14M
MW
744
Marble Wealth
Alabama
$4.14M
PHIC
745
Pine Haven Investment Counsel
Massachusetts
$4.13M
AWM
746
Apollon Wealth Management
South Carolina
$4.12M
MCM
747
Mengis Capital Management
Oregon
$4.11M
SIA
748
SGL Investment Advisors
Montana
$4.09M
OIA
749
OneDigital Investment Advisors
Kansas
$4.09M
FG
750
Fiduciary Group
Georgia
$4.06M