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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
HCM
1201
Hodges Capital Management
Texas
$1.15M
AWM
1202
Aprio Wealth Management
Georgia
$1.14M
PAM
1203
Palisade Asset Management
Minnesota
$1.12M
PPWP
1204
Premier Path Wealth Partners
New Jersey
$1.12M
HCM
1205
Howard Capital Management
Georgia
$1.12M
RWM
1206
Revisor Wealth Management
Ohio
$1.12M
ET
1207
Equitable Trust
Tennessee
$1.12M
FC
1208
Financial Consulate
Maryland
$1.12M
ORC
1209
O'Rourke & Company
Massachusetts
$1.12M
BCM
1210
Birmingham Capital Management
Alabama
$1.11M
NJIM
1211
Nabity-Jensen Investment Management
Nebraska
$1.11M
TNB
1212
Thomasville National Bank
Georgia
$1.11M
SW
1213
SMART Wealth
Nebraska
$1.11M
AO
1214
Advisor OS
Illinois
$1.11M
DW30
1215
Drucker Wealth 3.0
New Jersey
$1.11M
DT
1216
Diversified Trust
Tennessee
$1.11M
OIM
1217
Oder Investment Management
California
$1.1M
IFWM
1218
Institute for Wealth Management
Colorado
$1.1M
ICM
1219
Islay Capital Management
Texas
$1.1M
UCB
1220
United Community Bank
South Carolina
$1.1M
SRC
1221
Sage Rhino Capital
California
$1.1M
DKCM
1222
Davidson Kahn Capital Management
California
$1.1M
SRWM
1223
Shira Ridge Wealth Management
California
$1.1M
APA
1224
Astoria Portfolio Advisors
New York
$1.1M
CGFA
1225
Colton Groome Financial Advisors
North Carolina
$1.1M