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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
EFG
1176
Everhart Financial Group
Ohio
$1.22M
ISFAN
1177
Investor's Fiduciary Advisor Network
Washington
$1.22M
CFB
1178
Cullen/Frost Bankers
Texas
$1.21M
MAM
1179
Mystic Asset Management
Rhode Island
$1.21M
LWAM
1180
Legacy Wealth Asset Management
Minnesota
$1.21M
PPG
1181
Peak Planning Group
Colorado
$1.2M
SMC
1182
Smith, Moore & Co
Missouri
$1.2M
PCS
1183
Personal CFO Solutions
New Jersey
$1.2M
RSWM
1184
Robertson Stephens Wealth Management
California
$1.2M
EW
1185
Evoke Wealth
California
$1.19M
SAM
1186
Summit Asset Management
Tennessee
$1.19M
CA
1187
Cullinan Associates
Kentucky
$1.19M
HP
1188
Havemeyer Place
Connecticut
$1.19M
HFM
1189
Harvest Fund Management
China
$1.19M
RA
1190
RFG Advisory
Alabama
$1.18M
ZBNA
1191
Zions Bancorporation, National Association
Utah
$1.18M
GIA
1192
Gladstone Institutional Advisory
Florida
$1.18M
LWM
1193
Lodestone Wealth Management
Washington
$1.18M
CA
1194
Capital Advantage
California
$1.17M
GCP
1195
GSA Capital Partners
United Kingdom
$1.17M
AM
1196
AGF Management
Ontario, Canada
$1.16M
DBIA
1197
Dumont & Blake Investment Advisors
New Jersey
$1.16M
HH
1198
Hilltop Holdings
Texas
$1.16M
NCM
1199
Novare Capital Management
North Carolina
$1.15M
MA
1200
Mutual Advisors
Nebraska
$1.15M