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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
FFA
1551
Fi3 Financial Advisors
Indiana
$515K
NRC
1552
New Republic Capital
North Carolina
$513K
GAM
1553
Gemmer Asset Management
California
$512K
AWAP
1554
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$512K
EW
1555
Enzi Wealth
Texas
$510K
OC
1556
Oakworth Capital
Alabama
$507K
JIR
1557
James Investment Research
Ohio
$505K
PCM
1558
Palisade Capital Management
New Jersey
$505K
WJWM
1559
Williams Jones Wealth Management
New York
$504K
CRI
1560
Commonwealth Retirement Investments
Virginia
$502K
BP
1561
BBR Partners
New York
$500K
VCM
1562
Viewpoint Capital Management
Washington
$500K
ACM
1563
Ategra Capital Management
Virginia
$496K
OF
1564
Optimize Financial
California
$496K
OA
1565
Operose Advisors
Wisconsin
$494K
AP
1566
Anchyra Partners
Georgia
$493K
QFA
1567
Quantum Financial Advisors
California
$493K
MAWA
1568
Moss Adams Wealth Advisors
Washington
$493K
CSPIA
1569
Cary Street Partners Investment Advisory
Virginia
$490K
ZIM
1570
Zacks Investment Management
Illinois
$490K
BAM
1571
Broyhill Asset Management
North Carolina
$489K
ACM
1572
Aljian Capital Management
Nevada
$489K
RS
1573
R Squared
Hong Kong
$488K
STA
1574
Smith Thornton Advisors
Alabama
$487K
QL
1575
Quarry LP
New York
$485K