We are live on ! Find out more
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
BWM
1626
Bernard Wealth Management
Michigan
$417K
CWG
1627
Cornerstone Wealth Group
North Carolina
$416K
OFS
1628
OneAscent Financial Services
Alabama
$414K
IAMOG
1629
Investors Asset Management of Georgia
Georgia
$412K
CCMG
1630
Clark Capital Management Group
Pennsylvania
$412K
ICP
1631
Interchange Capital Partners
Pennsylvania
$410K
NMC
1632
Nine Masts Capital
Hong Kong
$409K
5NPW
1633
55 North Private Wealth
Florida
$409K
RBC
1634
Romano Brothers & Co
Illinois
$408K
DL
1635
Dockside LLC
New York
$407K
HBS
1636
Howard Bailey Securities
Indiana
$407K
OC
1637
Opinicus Capital
Florida
$406K
PG
1638
Prostatis Group
Maryland
$404K
WI
1639
WrapManager Inc
California
$403K
FCMA
1640
Foresight Capital Management Advisors
Michigan
$402K
OCG
1641
Opus Capital Group
Ohio
$402K
HWM
1642
Heirloom Wealth Management
Colorado
$401K
BFG
1643
Berger Financial Group
Minnesota
$399K
PCM
1644
Penserra Capital Management
California
$397K
FFA
1645
Florida Financial Advisors
Florida
$397K
KA
1646
Kovack Advisors
Florida
$396K
HWA
1647
HHM Wealth Advisors
Tennessee
$396K
CWA
1648
Clearview Wealth Advisors
Oregon
$396K
ASG
1649
Ariston Services Group
California
$395K
FA
1650
Faithward Advisors
Pennsylvania
$395K