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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
AHL
1476
Abel Hall LLC
Louisiana
$590K
SHFA
1477
SS&H Financial Advisors
Michigan
$589K
GCM
1478
Gambit Capital Management
Tennessee
$588K
MM
1479
MQS Management
New York
$587K
KFP
1480
KMG Fiduciary Partners
Ohio
$585K
VAMG
1481
Voisard Asset Management Group
Michigan
$585K
MAC
1482
Mason & Associates (California)
California
$585K
SHGA
1483
Sand Hill Global Advisors
California
$585K
LSA
1484
Leonteq Securities AG
Switzerland
$584K
KA
1485
KLCM Advisors
Wisconsin
$583K
MWA
1486
Monograph Wealth Advisors
California
$581K
WAS
1487
WESPAC Advisors SoCal
California
$580K
IFPG
1488
Intrepid Financial Planning Group
Indiana
$580K
CGL
1489
Clarius Group LLC
Washington
$579K
5W
1490
5T Wealth
California
$579K
QWP
1491
Quotient Wealth Partners
Texas
$578K
DIM
1492
Delta Investment Management
California
$577K
CWM
1493
Cornerstone Wealth Management
Missouri
$576K
SCP
1494
Sivia Capital Partners
California
$574K
DI
1495
Diligent Investors
California
$573K
TCM
1496
Tributary Capital Management
Nebraska
$572K
IWA
1497
Icon Wealth Advisors
Texas
$572K
MFA
1498
Mayflower Financial Advisors
Massachusetts
$572K
BWG
1499
Beta Wealth Group
California
$570K
TCM
1500
Traynor Capital Management
Pennsylvania
$569K