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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
AI
1351
Accredited Investors
Minnesota
$787K
FMI
1352
Frec Markets Inc
California
$787K
CAG
1353
Compass Advisory Group
New York
$787K
TA
1354
Tactive Advisors
Florida
$785K
BFA
1355
Bragg Financial Advisors
North Carolina
$784K
KWA
1356
Kingswood Wealth Advisors
California
$782K
4WM
1357
44 Wealth Management
Oregon
$781K
KCM
1358
Kathmere Capital Management
Pennsylvania
$779K
PWP
1359
Perfromance Wealth Partners
Illinois
$778K
LC
1360
LCNB Corp
Ohio
$778K
BCM
1361
Boltwood Capital Management
California
$777K
WCM
1362
Weaver Capital Management
Georgia
$777K
HI
1363
Harbour Investments
Wisconsin
$774K
WWM
1364
Western Wealth Management
Colorado
$773K
V
1365
ViaWealth
Kansas
$773K
OWA
1366
One Wealth Advisors
California
$772K
CFO
1367
CVA Family Office
Colorado
$772K
AIM
1368
Athena Investment Management
California
$770K
IFG
1369
Independent Financial Group
California
$770K
NP
1370
NorthRock Partners
Minnesota
$769K
NRS
1371
Neville Rodie & Shaw
New York
$760K
FFS
1372
Founders Financial Securities
Maryland
$758K
FWTB
1373
First Western Trust Bank
Colorado
$758K
SGI
1374
Summit Global Investments
Utah
$755K
OPA
1375
Old Port Advisors
Maine
$754K