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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
CWI
751
Conscious Wealth Investments
Florida
$4.06M
PA
752
Parallel Advisors
California
$4.04M
VI
753
Vestcor Inc
New Brunswick, Canada
$4.04M
CYG
754
Clean Yield Group
Vermont
$4.04M
MIC
755
Means Investment Company
Maine
$4.04M
FPWM
756
FSB Premier Wealth Management
Iowa
$4.03M
JC
757
JB Capital
Connecticut
$4.01M
UOTTAIMCU
758
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4M
SAMC
759
Spectrum Asset Management (California)
California
$4M
SWM
760
Sculati Wealth Management
Michigan
$3.99M
Vontobel Holding
761
Vontobel Holding
Switzerland
$3.98M
ATPW
762
Ashton Thomas Private Wealth
Arizona
$3.97M
SAM
763
Secure Asset Management
Michigan
$3.97M
CCM
764
Cinctive Capital Management
New York
$3.93M
SC
765
Sepio Capital
Utah
$3.88M
SCA
766
Stonebridge Capital Advisors
Minnesota
$3.87M
BFIC
767
Bedell Frazier Investment Counselling
California
$3.87M
CCWM
768
Correct Capital Wealth Management
Missouri
$3.85M
GM
769
GeoWealth Management
Illinois
$3.84M
NCM
770
Nelson Capital Management
California
$3.83M
TPCW
771
TD Private Client Wealth
New York
$3.82M
GCM
772
Graham Capital Management
Connecticut
$3.82M
KWM
773
Kingsview Wealth Management
Oregon
$3.82M
AIM
774
Anchor Investment Management
South Carolina
$3.82M
FSBI
775
Fearless Solutions (Best Invest)
Texas
$3.81M