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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
BMCM
1251
Burns Matteson Capital Management
New York
$1.04M
CWM
1252
Circle Wealth Management
New Jersey
$1.03M
FB
1253
Fulton Bank
Pennsylvania
$1.03M
SMA
1254
Sage Mountain Advisors
Georgia
$1.02M
LIM
1255
Leavell Investment Management
Alabama
$1.02M
IBOK
1256
Independence Bank of Kentucky
Kentucky
$1.02M
KCM
1257
Kanawha Capital Management
Virginia
$1.02M
PCM
1258
Polymer Capital Management
New York
$1.01M
USCWA
1259
U.S. Capital Wealth Advisors
Texas
$1.01M
SAM
1260
Silvercrest Asset Management
New York
$1.01M
ARC
1261
Advisor Resource Council
Texas
$1.01M
EAM
1262
Erste Asset Management
Austria
$1M
VPW
1263
Variant Private Wealth
Virginia
$1M
EDRH
1264
Edmond de Rothschild Holding
Switzerland
$999K
BWM
1265
BigSur Wealth Management
Florida
$999K
IF
1266
Ironwood Financial
Arizona
$999K
PWMAG
1267
Pinnacle Wealth Management Advisory Group
New Jersey
$999K
LRIA
1268
Leonard Rickey Investment Advisors
Washington
$993K
BAM
1269
Belpointe Asset Management
Nevada
$993K
EAM
1270
Empirical Asset Management
Massachusetts
$989K
PP
1271
PDS Planning
Ohio
$985K
FAT
1272
First American Trust
California
$982K
BWP
1273
Balboa Wealth Partners
Arizona
$982K
NP
1274
Nilsine Partners
Colorado
$977K
LCGC
1275
Legacy Capital Group California
California
$977K