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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
AWM
901
Axxcess Wealth Management
California
$2.51M
TYCC
902
Texas Yale Capital Corp
Florida
$2.51M
HIS
903
Horizon Investment Services
Indiana
$2.51M
GP
904
Greenline Partners
New York
$2.5M
FRA
905
Frank Rimerman Advisors
California
$2.49M
IAS
906
Investment Advisory Services
Texas
$2.48M
AIM
907
Aspen Investment Management
Michigan
$2.47M
QI
908
Qtron Investments
Massachusetts
$2.47M
JWA
909
JFS Wealth Advisors
Pennsylvania
$2.46M
VNA
910
Valley National Advisers
Pennsylvania
$2.46M
Nomura Holdings
911
Nomura Holdings
Japan
$2.44M
CCM
912
Cannon Capital Management
Utah
$2.43M
AWP
913
Ascent Wealth Partners
New York
$2.42M
AL
914
Aspiriant LLC
California
$2.42M
SAG
915
SageView Advisory Group
California
$2.41M
KJHP
916
K.J. Harrison & Partners
Ontario, Canada
$2.39M
3IP
917
3Chopt Investment Partners
Virginia
$2.39M
GC
918
Guggenheim Capital
Illinois
$2.37M
CCIA
919
Campbell & Co Investment Adviser
Maryland
$2.36M
SW
920
SVB Wealth
Massachusetts
$2.36M
BCB
921
Brian C. Broderick
$2.34M
CTA
922
Chesley Taft & Associates
Illinois
$2.33M
SI
923
Stephens Inc
Arkansas
$2.33M
M1FG
924
Mach-1 Financial Group
Arkansas
$2.32M
AWM
925
Aviso Wealth Management
Washington
$2.31M