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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
CWA
801
Crux Wealth Advisors
California
$3.45M
RCA
802
Resonant Capital Advisors
Wisconsin
$3.44M
GAM
803
Groupama Asset Management
France
$3.43M
CIA
804
Cascade Investment Advisors
Oregon
$3.41M
IA
805
IFG Advisory
Georgia
$3.4M
CIA
806
Choate Investment Advisors
Massachusetts
$3.4M
GCP
807
Gill Capital Partners
Colorado
$3.36M
MC
808
Machina Capital
France
$3.36M
CWM
809
Chemistry Wealth Management
New York
$3.35M
TCPW
810
Twin City Private Wealth
North Carolina
$3.33M
AAP
811
Arax Advisory Partners
Colorado
$3.32M
HA
812
Harfst & Associates
Wyoming
$3.29M
CSP
813
Cary Street Partners
Virginia
$3.29M
CIA
814
Concurrent Investment Advisors
Florida
$3.29M
SAI
815
Savvy Advisors Inc
New York
$3.28M
WIA
816
Westview Investment Advisors
Vermont
$3.28M
GGI
817
GPM Growth Investors
Michigan
$3.27M
FWM
818
Finer Wealth Management
Massachusetts
$3.27M
CWM
819
Compass Wealth Management
Connecticut
$3.26M
GAG
820
GM Advisory Group
New York
$3.25M
MA
821
Modus Advisors
Minnesota
$3.23M
MAS
822
Meeder Advisory Services
Ohio
$3.22M
BFG
823
Beacon Financial Group
Texas
$3.22M
DLCIG
824
D.L. Carlson Investment Group
New Hampshire
$3.22M
CAMG
825
CWA Asset Management Group
Florida
$3.19M