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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
APP
1576
Avantax Planning Partners
Iowa
$485K
LAM
1577
Lountzis Asset Management
Pennsylvania
$484K
AA
1578
Advisory Alpha
Michigan
$483K
WA
1579
Waddell & Associates
Tennessee
$482K
APM
1580
Advanced Portfolio Management
New York
$480K
OCBCO
1581
Oversea-Chinese Banking Corp (OCBC)
Singapore
$480K
CCG
1582
Coastwise Capital Group
California
$476K
TCM
1583
Telos Capital Management
California
$474K
EFH
1584
Eaton Financial Holdings
Florida
$474K
OWA
1585
Octavia Wealth Advisors
Ohio
$473K
SIC
1586
Sterling Investment Counsel
New York
$473K
TAM
1587
Trillium Asset Management
Massachusetts
$469K
PCM
1588
Princeton Capital Management
New Jersey
$468K
CCFM
1589
Clear Creek Financial Management
Washington
$467K
CS
1590
Cannell & Spears
New York
$467K
CA
1591
CoreCap Advisors
Michigan
$466K
WP
1592
Westmount Partners
California
$465K
FCG
1593
Fielder Capital Group
Tennessee
$464K
WF
1594
Welch & Forbes
Massachusetts
$462K
EWM
1595
Evermay Wealth Management
Virginia
$461K
ICP
1596
Impact Capital Partners
Colorado
$459K
HFS
1597
Hopwood Financial Services
Virginia
$458K
AWAU
1598
Alliance Wealth Advisors (Utah)
Utah
$457K
OIM
1599
Orca Investment Management
Oregon
$456K
SCM
1600
SCS Capital Management
Massachusetts
$455K