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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
DTL
1076
Dynamic Technology Lab
Singapore
$1.53M
WBCM
1077
Wilson & Boucher Capital Management
California
$1.52M
ACH
1078
ArrowMark Colorado Holdings
Colorado
$1.52M
LFA
1079
Legacy Financial Advisors
Kentucky
$1.51M
RIL
1080
Rothschild Investment LLC
Illinois
$1.51M
PP
1081
Postrock Partners
Oregon
$1.51M
SA
1082
Sovran Advisors
California
$1.5M
Wellington Management Group
1083
Wellington Management Group
Massachusetts
$1.5M
AIP
1084
Ameritas Investment Partners
Nebraska
$1.49M
IA
1085
Integrity Alliance
Iowa
$1.49M
PFA
1086
Pure Financial Advisors
California
$1.49M
NCM
1087
Neumann Capital Management
California
$1.49M
PPWM
1088
Paragon Private Wealth Management
Kentucky
$1.48M
KLWA
1089
Kelly Lawrence W & Associates
California
$1.48M
BEI
1090
Benjamin Edwards Inc
Missouri
$1.48M
FFG
1091
Frisch Financial Group
New York
$1.47M
RMDI
1092
R.M. Davis Inc
Maine
$1.47M
JFA
1093
JNBA Financial Advisors
Minnesota
$1.47M
GFG
1094
Greystone Financial Group
Michigan
$1.46M
RCM
1095
Riverpark Capital Management
New York
$1.46M
WKWM
1096
Walter & Keenan Wealth Management
Indiana
$1.45M
SSWM
1097
Sheets Smith Wealth Management
North Carolina
$1.44M
HCMT
1098
Highland Capital Management (Tennessee)
Tennessee
$1.44M
SC
1099
Stance Capital
Massachusetts
$1.44M
UCI
1100
Uncommon Cents Investing
Wisconsin
$1.44M