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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
WA
1026
Wealth Alliance
New York
$1.73M
SWP
1027
Sagespring Wealth Partners
Tennessee
$1.72M
KFAS
1028
Keating Financial Advisory Services
Kansas
$1.72M
PL
1029
Perpetual Ltd
Australia
$1.72M
EFG
1030
Embree Financial Group
Illinois
$1.71M
DSC
1031
Daytona Street Capital
Missouri
$1.68M
AIM
1032
Advyzon Investment Management
Illinois
$1.68M
RCM
1033
RMR Capital Management
California
$1.68M
TAM
1034
Trust Asset Management
Texas
$1.68M
CFG
1035
Cooper Financial Group
California
$1.68M
FFN
1036
Focus Financial Network
Minnesota
$1.67M
PFA
1037
Perryman Financial Advisory
Texas
$1.67M
MCM
1038
Mainstream Capital Management
California
$1.66M
WF
1039
Whelan Financial
California
$1.66M
FCFC
1040
First Commonwealth Financial Corp
Pennsylvania
$1.66M
BRPW
1041
Ballast Rock Private Wealth
South Carolina
$1.66M
IUHSA
1042
Itau Unibanco Holding S.A.
Brazil
$1.65M
UBG
1043
United Bank (Georgia)
Georgia
$1.65M
MWP
1044
Meriwether Wealth & Planning
Louisiana
$1.65M
EWA
1045
EverSource Wealth Advisors
Alabama
$1.65M
CI
1046
Cigna Investments
Connecticut
$1.65M
RPGK
1047
Retirement Planning Group (Kansas)
Kansas
$1.64M
EWM
1048
Elmwood Wealth Management
California
$1.63M
NB
1049
NBT Bank
New York
$1.63M
NCM
1050
Next Capital Management
New York
$1.63M