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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
PMFA
1501
Plante Moran Financial Advisors
Michigan
$569K
JAG
1502
Journey Advisory Group
Kentucky
$569K
SFG
1503
Shum Financial Group
California
$568K
JEST
1504
JTC Employer Solutions Trustee
Jersey
$567K
GFP
1505
Gryphon Financial Partners
Ohio
$566K
WC
1506
Waterloo Capital
Texas
$565K
MHR
1507
Matthew Hamilton Rosenberg
$564K
AWM
1508
Accurate Wealth Management
Florida
$560K
PTC
1509
Private Trust Company
Ohio
$557K
WB
1510
WesBanco Bank
West Virginia
$557K
GSB
1511
Greenfield Savings Bank
Massachusetts
$556K
FAL
1512
Focused Alpha LLC
Colorado
$554K
ACM
1513
Avalon Capital Management
California
$553K
CCA
1514
Childress Capital Advisors
Texas
$553K
KCM
1515
KRS Capital Management
Michigan
$553K
UFA
1516
Unify Financial Advisors
Florida
$551K
GWS
1517
Greykasell Wealth Strategies
California
$548K
VCM
1518
Versant Capital Management
Arizona
$548K
HBW
1519
Hazlett, Burt & Watson
West Virginia
$547K
CCWP
1520
Cedar Cove Wealth Partners
Minnesota
$547K
CWM
1521
Calamos Wealth Management
Illinois
$547K
EB
1522
Eastern Bank
Massachusetts
$546K
AA
1523
Addison Advisors
Vermont
$545K
YC
1524
Yarbrough Capital
Tennessee
$545K
MWM
1525
Mission Wealth Management
California
$542K