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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
CGA
1526
Crescent Grove Advisors
Illinois
$542K
WPWM
1527
Western Pacific Wealth Management
Illinois
$541K
DI
1528
DAGCO Inc
Ohio
$540K
CB
1529
CNB Bank
Pennsylvania
$538K
CH
1530
Cromwell Holdings
Wyoming
$538K
VA
1531
VestGen Advisors
Illinois
$537K
TWP
1532
Tempus Wealth Planning
California
$536K
PPW
1533
Parcion Private Wealth
Washington
$535K
BCG
1534
BayBridge Capital Group
California
$533K
LCWP
1535
Legacy Capital Wealth Partners
Arkansas
$531K
BHBT
1536
Burke & Herbert Bank & Trust
Virginia
$530K
CRI
1537
Colonial River Investments
Virginia
$529K
SW
1538
Simplicity Wealth
New Jersey
$529K
UFF
1539
USA Financial Formulas
Michigan
$529K
AAS
1540
Ameritas Advisory Services
Nebraska
$528K
KW
1541
Keyvantage Wealth
Pennsylvania
$527K
BPW
1542
Bingham Private Wealth
California
$526K
TFG
1543
Tilson Financial Group
New Jersey
$526K
WP
1544
WealthPLAN Partners
Nebraska
$523K
AF
1545
Aviso Financial
Ontario, Canada
$523K
TWA
1546
Trace Wealth Advisors
California
$520K
DWM
1547
Diversify Wealth Management
Utah
$518K
BWP
1548
Barlow Wealth Partners
Kentucky
$517K
SIA
1549
Soltis Investment Advisors
Utah
$517K
IIL
1550
Income Insurance Ltd
$516K