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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
GWMR
1151
GC Wealth Management RIA
Massachusetts
$1.29M
EFS
1152
Essex Financial Services
Connecticut
$1.28M
AAM
1153
Advisors Asset Management
Colorado
$1.28M
GIP
1154
Granite Investment Partners
California
$1.28M
IQI
1155
Integrated Quantitative Investments
Washington
$1.28M
CAM
1156
Costello Asset Management
Pennsylvania
$1.27M
HA
1157
Hamel Associates
New Jersey
$1.27M
BW
1158
BIP Wealth
Georgia
$1.27M
KIA
1159
Knollwood Investment Advisory
Maryland
$1.27M
NB
1160
Nicolet Bankshares
Wisconsin
$1.26M
WFA
1161
West Financial Advisors
Iowa
$1.26M
SC
1162
Syon Capital
California
$1.26M
SIM
1163
Stratos Investment Management
Ohio
$1.25M
C
1164
Certuity
Florida
$1.25M
GA
1165
Greenhaven Associates
New York
$1.25M
PG
1166
Proffitt & Goodson
Tennessee
$1.24M
XWL
1167
XXI Wealth LLC
Illinois
$1.24M
NA
1168
Nautilus Advisors
California
$1.24M
HHRDM
1169
H&H Retirement Design & Management
Nevada
$1.23M
SP
1170
Stablepoint Partners
Massachusetts
$1.23M
RSVP
1171
Ramsay Stattman Vela & Price
Colorado
$1.23M
BOS
1172
Bank of Stockton
California
$1.23M
MA
1173
MCF Advisors
Kentucky
$1.23M
ATWA
1174
Arbor Trust Wealth Advisors
Michigan
$1.22M
BIG
1175
Brookwood Investment Group
Arizona
$1.22M