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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
JFGIW
1226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.09M
TWPM
1227
Total Wealth Planning & Management
Florida
$1.09M
TTIC
1228
Tower Trust & Investment Company
Iowa
$1.09M
SSW
1229
Stone Summit Wealth
Florida
$1.09M
FDS
1230
First Dallas Securities
Texas
$1.09M
VDC
1231
Van Diest Capital
Iowa
$1.09M
TP
1232
Tranquility Partners
Tennessee
$1.08M
JWCA
1233
J.W. Cole Advisors
Florida
$1.08M
MFG
1234
MidWestOne Financial Group
Iowa
$1.08M
HKIMG
1235
Hutchens & Kramer Investment Management Group
Indiana
$1.07M
NWM
1236
Northcape Wealth Management
New York
$1.06M
FFL
1237
Future Fund LLC
Illinois
$1.06M
LWCFA
1238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.06M
AWM
1239
Angeles Wealth Management
California
$1.06M
HS
1240
HighVista Strategies
Massachusetts
$1.06M
OHWP
1241
Oak Harbor Wealth Partners
North Carolina
$1.06M
F8IS
1242
Figure 8 Investment Strategies
Idaho
$1.06M
IPW
1243
Invictus Private Wealth
Colorado
$1.05M
NL
1244
Navalign LLC
California
$1.05M
TCOT
1245
Trust Company of Toledo
Ohio
$1.05M
SSCM
1246
Sovereign's Capital Management
Georgia
$1.04M
MIM
1247
Moseley Investment Management
Florida
$1.04M
JSW
1248
Journey Strategic Wealth
New Jersey
$1.04M
CW
1249
CreativeOne Wealth
Kansas
$1.04M
SIC
1250
SJS Investment Consulting
Ohio
$1.04M