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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
FIM
1101
Fruth Investment Management
Texas
$1.43M
GAMC
1102
Garner Asset Management Corp
Texas
$1.43M
I2I
1103
Insight 2811 Inc
Illinois
$1.43M
VIM
1104
VELA Investment Management
Ohio
$1.43M
VAG
1105
VisionPoint Advisory Group
Texas
$1.42M
LDB
1106
Lee, Danner & Bass
Tennessee
$1.42M
IP
1107
Indivisible Partners
Florida
$1.42M
FAMI
1108
Fideuram Asset Management (Ireland)
$1.42M
BJF
1109
Blue Jean Financial
New York
$1.42M
PWG
1110
Portside Wealth Group
Utah
$1.41M
DAM
1111
Directional Asset Management
Illinois
$1.41M
PCA
1112
Pallas Capital Advisors
Massachusetts
$1.4M
CT
1113
Clearstead Trust
Maine
$1.4M
SFS
1114
Sowell Financial Services
Arkansas
$1.39M
PC
1115
Parrish Capital
Georgia
$1.39M
FEG
1116
Financial Enhancement Group
Indiana
$1.39M
SDIC
1117
South Dakota Investment Council
South Dakota
$1.38M
CA
1118
Continuum Advisory
Idaho
$1.38M
HWA
1119
HCR Wealth Advisors
California
$1.38M
CPA
1120
Capital Planning Advisors
California
$1.37M
STS
1121
SG Trading Solutions
Utah
$1.37M
AFP
1122
Ausdal Financial Partners
Iowa
$1.37M
LFG
1123
Larson Financial Group
Missouri
$1.36M
LCM
1124
Leisure Capital Management
California
$1.36M
DWM
1125
Destination Wealth Management
California
$1.35M