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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
RBI
1001
Raiffeisen Bank International
Austria
$1.87M
FC
1002
FORA Capital
Florida
$1.87M
GSEP
1003
Golden State Equity Partners
California
$1.87M
RC
1004
RBF Capital
California
$1.85M
WPC
1005
Wedmont Private Capital
Pennsylvania
$1.84M
PWA
1006
Providence Wealth Advisors
Illinois
$1.83M
TF
1007
TLWM Financial
Texas
$1.82M
AWM
1008
Avior Wealth Management
Nebraska
$1.82M
BOH
1009
Bank of Hawaii
Hawaii
$1.81M
AC
1010
Arjuna Capital
North Carolina
$1.81M
HAS
1011
HBW Advisory Services
California
$1.81M
BCV
1012
Banque Cantonale Vaudoise
Switzerland
$1.8M
CAM
1013
Cidel Asset Management
Ontario, Canada
$1.8M
BPIM
1014
Brant Point Investment Management
New York
$1.8M
FCBT
1015
First Citizens Bank & Trust
North Carolina
$1.79M
WS
1016
Wedbush Securities
California
$1.79M
BRWA
1017
B. Riley Wealth Advisors
Florida
$1.78M
CPC
1018
Cookson Peirce & Co
Pennsylvania
$1.78M
CP
1019
CenterBook Partners
Connecticut
$1.77M
ASN
1020
Advisory Services Network
Georgia
$1.77M
MWC
1021
MBM Wealth Consultants
Missouri
$1.76M
SSA
1022
Shepherd Street Advisors
California
$1.76M
HFS
1023
Howard Financial Services
Texas
$1.74M
PA
1024
Profund Advisors
Maryland
$1.74M
HPC
1025
HM Payson & Co
Maine
$1.73M