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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
SCI
776
Stableford Capital II
Arizona
$3.81M
SF
777
Summit Financial
New Jersey
$3.81M
GI
778
GAMMA Investing
California
$3.79M
TCM
779
Twin Capital Management
Pennsylvania
$3.79M
HWA
780
Heritage Wealth Advisors
Virginia
$3.79M
HAG
781
HF Advisory Group
Maryland
$3.76M
DWM
782
Dakota Wealth Management
Florida
$3.75M
GRP
783
Global Retirement Partners
California
$3.75M
GC
784
Grimes & Company
Massachusetts
$3.74M
GI
785
GS Investments
Minnesota
$3.74M
IC
786
Inkwell Capital
Florida
$3.69M
AWA
787
Aaron Wealth Advisors
Illinois
$3.69M
CBT
788
Central Bank & Trust
Kentucky
$3.66M
SCTC
789
Sanibel Captiva Trust Company
Florida
$3.66M
AC
790
Annandale Capital
Texas
$3.58M
ECM
791
Everence Capital Management
Indiana
$3.58M
MGIA
792
Moneta Group Investment Advisors
Missouri
$3.53M
JIC
793
Johnson Investment Counsel
Ohio
$3.53M
VFA
794
Valeo Financial Advisors
Indiana
$3.5M
JSSH
795
J. Safra Sarasin Holding
$3.5M
GVAG
796
Great Valley Advisor Group
Delaware
$3.48M
CCP
797
Carmel Capital Partners
California
$3.48M
VSQM
798
V-Square Quantitative Management
Illinois
$3.46M
WB
799
Webster Bank
Connecticut
$3.46M
BFG
800
Bleakley Financial Group
New Jersey
$3.46M