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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
OCM
1426
Orser Capital Management
Texas
$662K
FWM
1427
FMB Wealth Management
California
$660K
NA
1428
Navellier & Associates
Nevada
$659K
CGH
1429
CMG Global Holdings
Texas
$658K
CA
1430
Carson Advisory
Georgia
$655K
AFM
1431
Aspetuck Financial Management
Connecticut
$655K
MWM
1432
Meridian Wealth Management
Kentucky
$652K
SFS
1433
Strategic Financial Services
New York
$651K
VT
1434
Volterra Technologies
New York
$648K
C1AG
1435
Client 1st Advisory Group
Florida
$645K
BWP
1436
BSW Wealth Partners
Colorado
$644K
SP
1437
SmartHarvest Portfolios
Washington
$644K
AC
1438
AlphaCore Capital
California
$642K
FLII
1439
First Long Island Investors
New York
$640K
MSRI
1440
Michael S. Ryan Inc
New York
$637K
BMCM
1441
Bryn Mawr Capital Management
Pennsylvania
$637K
BFO
1442
Biltmore Family Office
North Carolina
$635K
AP
1443
Advisortrust Partners
North Carolina
$633K
LCM
1444
Lazari Capital Management
California
$633K
BOM
1445
Bank of Marin
California
$632K
7WCP
1446
71 West Capital Partners
Massachusetts
$632K
KFA
1447
Kelleher Financial Advisors
New York
$631K
FLI
1448
Family Legacy Inc
South Carolina
$629K
PE
1449
PCM Encore
Colorado
$629K
DWA
1450
Douglass Winthrop Advisors
New York
$629K