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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
HSA
876
HBK Sorce Advisory
Pennsylvania
$2.74M
DAS
877
Diversify Advisory Services
Utah
$2.72M
CII
878
Capital International Inc
California
$2.72M
GBA
879
Garrison Bradford & Associates
New York
$2.71M
PWM
880
Power Wealth Management
Georgia
$2.7M
DRD
881
Dennis R. Delaney
$2.69M
Group One Trading
882
Group One Trading
Illinois
$2.69M
PAS
883
Parsonex Advisory Services
Colorado
$2.69M
CF
884
Centaurus Financial
California
$2.68M
NME
885
Notis-McConarty Edward
$2.65M
NG
886
Norden Group
Utah
$2.65M
CIA
887
Cape Investment Advisory
Georgia
$2.64M
PWW
888
Pettyjohn Wood & White
Virginia
$2.64M
JFG
889
Juno Financial Group
Virginia
$2.59M
SB
890
Simmons Bank
Arkansas
$2.58M
NAS
891
Nicolet Advisory Services
Wisconsin
$2.57M
UB
892
UMB Bank
Missouri
$2.56M
CAM
893
Columbia Asset Management
Michigan
$2.56M
DS
894
DRW Securities
Illinois
$2.56M
FTWA
895
Fifth Third Wealth Advisors
Ohio
$2.55M
SIC
896
Salem Investment Counselors
North Carolina
$2.55M
AGWCA
897
Annis Gardner Whiting Capital Advisors
Florida
$2.55M
CIP
898
Convergence Investment Partners
Florida
$2.53M
RFC
899
Regions Financial Corp
Alabama
$2.52M
AA
900
Ancora Advisors
Ohio
$2.52M