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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
PWM
1451
Palacios Wealth Management
Florida
$628K
SIG
1452
Sky Investment Group
Connecticut
$628K
PWP
1453
Principle Wealth Partners
Connecticut
$626K
AWA
1454
ARQ Wealth Advisors
Arizona
$625K
DAC
1455
Dutch Asset Corp
New York
$624K
LNB
1456
Ledyard National Bank
$622K
CWM
1457
Centurion Wealth Management
Virginia
$622K
FA
1458
Fiduciary Alliance
South Carolina
$620K
DWM
1459
Ducere Wealth Management
California
$618K
KNW
1460
Kesler Norman & Wride
Utah
$617K
PCM
1461
Pointe Capital Management
Michigan
$616K
TCA
1462
Transcend Capital Advisors
New Jersey
$616K
RWB
1463
RMR Wealth Builders
New Jersey
$610K
HHAA
1464
Henry H. Armstrong Associates
Pennsylvania
$609K
QPWM
1465
Quadrant Private Wealth Management
Pennsylvania
$608K
SI
1466
Severin Investments
Missouri
$608K
LAM
1467
LECAP Asset Management
United Kingdom
$607K
BBA
1468
Baader Bank Aktiengesellschaft
Germany
$607K
AFT
1469
Alpha Family Trust
California
$606K
MSFS
1470
Main Street Financial Solutions
Pennsylvania
$603K
PWPS
1471
Pinnacle Wealth Planning Services
Ohio
$600K
AWE
1472
Avidian Wealth Enterprises
Texas
$598K
RZH
1473
Relyea Zuckerberg Hanson
Connecticut
$596K
SC
1474
SouthState Corp
Florida
$593K
NWMP
1475
Noble Wealth Management PBC
Colorado
$592K