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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
RP
951
Riverwater Partners
Wisconsin
$2.17M
ESB
952
Essex Savings Bank
Connecticut
$2.17M
BCWM
953
Bartlett & Co Wealth Management
Ohio
$2.15M
CRM
954
Cramer Rosenthal McGlynn
Connecticut
$2.15M
PFA
955
Professional Financial Advisors
Nebraska
$2.15M
WCA
956
Westover Capital Advisors
Delaware
$2.14M
PCIA
957
Prime Capital Investment Advisors
Kansas
$2.14M
CAG
958
Csenge Advisory Group
Florida
$2.14M
EPW
959
Elevated Private Wealth
Wisconsin
$2.14M
GS
960
GTS Securities
New York
$2.14M
IG
961
ING Group
Netherlands
$2.13M
CNC
962
Citizens & Northern Corp
Pennsylvania
$2.13M
SS
963
Sunbelt Securities
Texas
$2.12M
SAM
964
Smartleaf Asset Management
Massachusetts
$2.11M
JRPIM
965
Journey Retirement Planning & Investment Management
Idaho
$2.09M
FFM
966
Forum Financial Management
Illinois
$2.08M
NO
967
Ninety One
South Africa
$2.07M
AFG
968
Atomi Financial Group
New York
$2.06M
CHC
969
City Holding Co
West Virginia
$2.06M
ONB
970
Old National Bancorp
Indiana
$2.05M
OTL
971
Oak Thistle LLC
New York
$2.05M
VIA
972
Virtus Investment Advisers
Connecticut
$2.03M
BIM
973
Bridges Investment Management
Nebraska
$2.03M
RBWA
974
RFG - Bristol Wealth Advisors
Massachusetts
$2.03M
NED
975
Nancy E. Dempze
$2.02M