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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
BPW
1326
BlueDoor Private Wealth
Massachusetts
$851K
SWA
1327
SFMG Wealth Advisors
Texas
$849K
HWA
1328
HMV Wealth Advisors
Louisiana
$848K
EFG
1329
Ethos Financial Group
Pennsylvania
$846K
FCH
1330
Freestone Capital Holdings
Washington
$844K
BTW
1331
Boston Trust Walden
Massachusetts
$841K
BC
1332
Bridgefront Capital
Texas
$841K
Q
1333
QVR
California
$837K
KA
1334
Klingman & Associates
New York
$828K
MPWT
1335
MassMutual Private Wealth & Trust
Connecticut
$827K
RAM
1336
Ramirez Asset Management
New York
$826K
SIA
1337
SkyView Investment Advisors
New Jersey
$825K
NWAG
1338
Net Worth Advisory Group
Utah
$817K
DJSG
1339
D.J. St. Germain
Massachusetts
$812K
TAFW
1340
Tred Avon Family Wealth
Maryland
$811K
OPWM
1341
Oregon Pacific Wealth Management
Oregon
$810K
LWM
1342
Lyell Wealth Management
California
$807K
MG
1343
Mather Group
Illinois
$806K
MSS
1344
Mitchell Sinkler & Starr
Pennsylvania
$803K
KSB
1345
Kennebec Savings Bank
Maine
$803K
SPC
1346
Sigma Planning Corp
Michigan
$801K
VAM
1347
Verity Asset Management
North Carolina
$799K
SOS
1348
Silver Oak Securities
Tennessee
$796K
WFI
1349
West Family Investments
California
$793K
QCM
1350
Qsemble Capital Management
New York
$790K