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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
SWA
1051
Stratos Wealth Advisors
Ohio
$1.62M
NHC
1052
Nicholas Hoffman & Company
Georgia
$1.62M
CC
1053
Centiva Capital
New York
$1.62M
ACA
1054
Aptus Capital Advisors
Alabama
$1.62M
MBT
1055
Montecito Bank & Trust
California
$1.62M
IWC
1056
Integrated Wealth Concepts
Massachusetts
$1.6M
CTC
1057
Central Trust Company
Missouri
$1.59M
CP
1058
Canopy Partners
Ohio
$1.58M
FNBT
1059
FineMark National Bank & Trust
Florida
$1.58M
TFA
1060
Toth Financial Advisory
Virginia
$1.58M
PDL
1061
Portfolio Design Labs
California
$1.57M
SBFM
1062
S-Bank Fund Management
Finland
$1.56M
TFA
1063
Tranquilli Financial Advisor
New Jersey
$1.56M
CHAM
1064
Clear Harbor Asset Management
Connecticut
$1.56M
JLBC
1065
J.L. Bainbridge & Co
Florida
$1.56M
RDFA
1066
Ritter Daniher Financial Advisory
Ohio
$1.55M
EFG
1067
Everest Financial Group
Minnesota
$1.55M
CFM
1068
Capricorn Fund Managers
United Kingdom
$1.55M
FPAS
1069
Focus Partners Advisor Solutions
Missouri
$1.55M
CC
1070
Chicago Capital
Illinois
$1.55M
FC
1071
Fusion Capital
South Carolina
$1.55M
BW
1072
Blalock Williams
Alabama
$1.54M
FCA
1073
FLC Capital Advisors
California
$1.54M
SHF
1074
Safe Harbor Fiduciary
Florida
$1.53M
IAS
1075
Insigneo Advisory Services
Florida
$1.53M