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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
KA
851
Kozak & Associates
Colorado
$2.96M
OAM
852
Ostrum Asset Management
France
$2.92M
RPC
853
Royal Palms Capital
Montana
$2.91M
CC
854
Cypress Capital
Tennessee
$2.9M
HIMS
855
Hager Investment Management Services
New Hampshire
$2.9M
MUAMU
856
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.9M
SWP
857
Strategic Wealth Partners
Ohio
$2.9M
BCM
858
Bridgeway Capital Management
Texas
$2.89M
CTC
859
Cetera Trust Company
Minnesota
$2.88M
AGA
860
Accuvest Global Advisors
Utah
$2.87M
AIC
861
Argus Investors Counsel
New York
$2.87M
MYLI
862
Meiji Yasuda Life Insurance
Japan
$2.87M
CCM
863
Coldstream Capital Management
Washington
$2.87M
CNBT
864
Canandaigua National Bank & Trust
New York
$2.85M
TE
865
Tema ETFs
New York
$2.85M
EP
866
Edgestream Partners
New Jersey
$2.83M
VDI
867
Vaughan David Investments
Illinois
$2.83M
MCA
868
Martin Capital Advisors
Texas
$2.83M
EWM
869
EPG Wealth Management
Georgia
$2.83M
HCCM
870
Hudson Canyon Capital Management
New York
$2.82M
HW
871
Hancock Whitney
Mississippi
$2.82M
XWM
872
Xcel Wealth Management
Florida
$2.81M
WC
873
Wynn Capital
Georgia
$2.8M
GI
874
GAMCO Investors
Connecticut
$2.77M
BP
875
Ballentine Partners
Massachusetts
$2.74M