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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
TPI
1376
Trust Point Inc
Wisconsin
$752K
TCWA
1377
Turtle Creek Wealth Advisors
Texas
$752K
HBT
1378
Heartland Bank & Trust
Illinois
$751K
CNBTD
1379
Citizens National Bank Trust Department
Mississippi
$750K
T. Rowe Price Investment Management
1380
T. Rowe Price Investment Management
Maryland
$743K
TC
1381
TownSquare Capital
Utah
$734K
AWM
1382
Athena Wealth Management
Nevada
$734K
EL
1383
Essex LLC
Illinois
$731K
IC
1384
Inscription Capital
Texas
$730K
JTF
1385
J. Team Financial
Texas
$729K
LMFP
1386
Larry Mathis Financial Planning
Arizona
$728K
RCAG
1387
Rehmann Capital Advisory Group
Michigan
$728K
PWM
1388
Prosperity Wealth Management
California
$727K
BG
1389
Bahl & Gaynor
Ohio
$725K
EI
1390
Ellevest Inc
New York
$724K
IWM
1391
IHT Wealth Management
Illinois
$723K
MA
1392
MJP Associates
Connecticut
$722K
JCIA
1393
Jackson Creek Investment Advisors
Colorado
$720K
SFO
1394
Stokes Family Office
Louisiana
$719K
HWMO
1395
Heritage Wealth Management (Ohio)
Ohio
$717K
KP
1396
Keel Point
Alabama
$712K
S
1397
Sunpointe
Missouri
$710K
AL
1398
ARWA LLC
Texas
$707K
UIM
1399
Unified Investment Management
Georgia
$705K
BA
1400
Bridgewater Advisors
New York
$704K