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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
WCBA
976
Weaver C. Barksdale & Associates
Tennessee
$2.02M
MC
977
Moors & Cabot
Massachusetts
$2.02M
IIC
978
Integrated Investment Consultants
Michigan
$2.02M
EMB
979
Elefante Mark B
$2.02M
KFSC
980
Keystone Financial Services (Colorado)
Colorado
$2.01M
HBT
981
Hills Bank & Trust
Iowa
$2.01M
CT
982
Caldwell Trust
Florida
$2.01M
DWM
983
Dynasty Wealth Management
Florida
$2M
WCM
984
Whitener Capital Management
North Carolina
$1.99M
SG
985
StoneX Group
New York
$1.98M
WBC
986
Westpac Banking Corp
Australia
$1.98M
LBA
987
Letko, Brosseau & Associates
Quebec, Canada
$1.97M
NAM
988
NorthCrest Asset Manangement
Minnesota
$1.97M
BFM
989
Boothbay Fund Management
New York
$1.96M
MNBTD
990
Moody National Bank Trust Division
Texas
$1.95M
BLC
991
Brown, Lisle/Cummings
Rhode Island
$1.93M
ZIG
992
Zullo Investment Group
Pennsylvania
$1.93M
JSL
993
JT Stratford LLC
Georgia
$1.93M
BPCE
994
Bank Pictet & Cie (Europe)
Germany
$1.92M
CSIC
995
Clifford Swan Investment Counsel
California
$1.92M
VVP
996
Venture Visionary Partners
Ohio
$1.91M
LAM
997
Lummis Asset Management
Texas
$1.9M
WIM
998
WealthPlan Investment Management
Nebraska
$1.9M
GAA
999
Guardian Asset Advisors
Pennsylvania
$1.88M
JWM
1000
Jeppson Wealth Management
California
$1.88M