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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
OIS
926
Okabena Investment Services
Minnesota
$2.31M
CAU
927
Caxton Associates (UK)
$2.31M
NS
928
NBC Securities
Alabama
$2.29M
RWA
929
Roberts Wealth Advisors
California
$2.29M
RA
930
RiverPark Advisors
New York
$2.29M
BIG
931
Brooklyn Investment Group
New York
$2.28M
BBHC
932
Brown Brothers Harriman & Co
New York
$2.28M
1SB
933
1ST Source Bank
Indiana
$2.28M
TAM
934
Tealwood Asset Management
Minnesota
$2.28M
SC
935
Savant Capital
Illinois
$2.28M
LAM
936
LOM Asset Management
$2.28M
ACI
937
Alpha Cubed Investments
California
$2.27M
WAM
938
Weiss Asset Management
Massachusetts
$2.26M
DIS
939
Diversified Investment Strategies
Louisiana
$2.26M
SA
940
SPWM Advisors
Michigan
$2.26M
LAM
941
L2 Asset Management
Massachusetts
$2.25M
WWM
942
Wolff Wiese Magana
California
$2.25M
CIC
943
Cornercap Investment Counsel
Georgia
$2.23M
DFCM
944
Dark Forest Capital Management
Puerto Rico
$2.21M
LGA
945
Lebenthal Global Advisors
New York
$2.21M
DAS
946
Dynamic Advisor Solutions
Arizona
$2.2M
PVI
947
Pine Valley Investments
New Jersey
$2.2M
RA
948
Rational Advisors
New York
$2.2M
PA
949
Pinnacle Associates
New York
$2.18M
PI
950
Pettee Investors
Connecticut
$2.18M