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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
NHT
1601
New Hampshire Trust
New Hampshire
$455K
OWA
1602
Opal Wealth Advisors
New York
$454K
SRL
1603
Scientech Research LLC
New Jersey
$453K
EWS
1604
Eagle Wealth Strategies
New Jersey
$451K
RW
1605
RVW Wealth
California
$451K
S
1606
SimplyRich
California
$450K
ACA
1607
Affinity Capital Advisors
California
$448K
AIM
1608
Acropolis Investment Management
Missouri
$446K
KCIC
1609
Kuhn & Co Investment Counsel
Illinois
$439K
LFAS
1610
Level Four Advisory Services
Texas
$439K
LIA
1611
LBMC Investment Advisors
Tennessee
$438K
DTC
1612
Davidson Trust Company
Washington
$438K
OL
1613
OneFund LLC
Florida
$437K
AWM
1614
Aberdeen Wealth Management
Illinois
$435K
RWA
1615
River Wealth Advisors
Pennsylvania
$435K
BFS
1616
Bradley Foster & Sargent
Connecticut
$435K
SFA
1617
Souders Financial Advisors
Ohio
$434K
SWRP
1618
Summit Wealth & Retirement Planning
California
$433K
USWIA
1619
UP Strategic Wealth Investment Advisors
Pennsylvania
$433K
SIM
1620
Sentry Investment Management
Wisconsin
$432K
TF
1621
Trek Financial
Arizona
$431K
CPW
1622
Catalyst Private Wealth
California
$429K
PBK
1623
Peoples Bank (Kansas)
Kansas
$428K
SEIA
1624
Signature Estate & Investment Advisors
California
$423K
BWM
1625
Baron Wealth Management
Michigan
$418K