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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
PAM
1126
Paradigm Asset Management
New York
$1.35M
MYIA
1127
Mount Yale Investment Advisors
Colorado
$1.35M
PMSA
1128
Patrick M. Sweeney & Associates
Illinois
$1.35M
Grantham, Mayo, Van Otterloo & Co (GMO)
1129
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.34M
FIA
1130
Foundations Investment Advisors
Arizona
$1.34M
CFM
1131
Catalyst Funds Management
Australia
$1.34M
CFP
1132
Catalyst Financial Partners
Massachusetts
$1.34M
PIA
1133
Panoramic Investment Advisors
Colorado
$1.33M
EC
1134
EntryPoint Capital
New York
$1.33M
TWP
1135
Triad Wealth Partners
Kansas
$1.32M
NEI
1136
Northwest & Ethical Investments
Ontario, Canada
$1.32M
AC
1137
AXQ Capital
New Jersey
$1.32M
WETS
1138
Wealth Enhancement Trust Services
South Dakota
$1.31M
FRM
1139
Fox Run Management
Connecticut
$1.31M
HR
1140
Hardy Reed
Mississippi
$1.31M
VC
1141
Vicus Capital
Pennsylvania
$1.31M
FSA
1142
Franklin Street Advisors
North Carolina
$1.31M
Koshinski Asset Management
1143
Koshinski Asset Management
Illinois
$1.3M
SLI
1144
Sumitomo Life Insurance
Japan
$1.3M
UPS
1145
UHLMANN PRICE SECURITIES
Illinois
$1.3M
AC
1146
Avestar Capital
New York
$1.3M
BWAM
1147
Boyd Watterson Asset Management
Ohio
$1.3M
CCA
1148
Checchi Capital Advisers
California
$1.29M
BTI
1149
Blue Trust Inc
Georgia
$1.29M
AMM
1150
American Money Management
California
$1.29M