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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
BWP
1401
Burling Wealth Partners
Illinois
$703K
NW
1402
Naviter Wealth
Arkansas
$700K
OPCM
1403
Osborne Partners Capital Management
California
$697K
PTP
1404
Platform Technology Partners
New York
$697K
CAM
1405
Cozad Asset Management
Illinois
$692K
PI
1406
PFG Investments
New York
$692K
MJRIC
1407
Mogy Joel R Investment Counsel
California
$689K
SM
1408
Sweeney & Michel
California
$689K
CPA
1409
Capital Performance Advisors
California
$686K
IB
1410
Intrust Bank
Kansas
$685K
SRA
1411
Secured Retirement Advisors
Minnesota
$684K
ACM
1412
Arcataur Capital Management
Wisconsin
$682K
CCA
1413
Coign Capital Advisors
Utah
$681K
GPA
1414
Garrison Point Advisors
California
$681K
DWM
1415
Defined Wealth Management
Oregon
$680K
AA
1416
Alta Advisers
United Kingdom
$676K
JF
1417
Jericho Financial
Ohio
$675K
AAM
1418
Auxier Asset Management
Oregon
$674K
OL
1419
Optas LLC
Texas
$671K
TC
1420
TAGStone Capital
North Carolina
$670K
CCWM
1421
Cassaday & Co Wealth Management
Virginia
$670K
IFU
1422
iSAM Funds (UK)
United Kingdom
$669K
PA
1423
PFG Advisors
Arizona
$668K
IAIM
1424
International Assets Investment Management
Florida
$665K
FT
1425
Fiduciary Trust
Massachusetts
$663K