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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
VST
1651
Van Strum & Towne
California
$395K
GWM
1652
Gibbs Wealth Management
Georgia
$395K
AWA
1653
Arete Wealth Advisors
Illinois
$391K
SWP
1654
Semus Wealth Partners
Florida
$391K
NRW
1655
Nova R Wealth
Kansas
$390K
FHC
1656
First Horizon Corporation
Tennessee
$390K
TCM
1657
Triumph Capital Management
Colorado
$389K
KFC
1658
Klingenstein Fields & Co
New York
$389K
OFS
1659
Orrstown Financial Services
Pennsylvania
$388K
FC
1660
Farringdon Capital
United Kingdom
$388K
ATS
1661
Ashton Thomas Securities
New York
$387K
MCCP
1662
Mission Creek Capital Partners
California
$387K
WWM
1663
Whalen Wealth Management
Nevada
$386K
CFO
1664
Cambient Family Office
Michigan
$386K
AA
1665
Armis Advisers
Georgia
$386K
RCP
1666
Rothschild Capital Partners
New York
$386K
SAM
1667
Sompo Asset Management
Japan
$386K
WG
1668
Wealth Group
North Carolina
$385K
BWS
1669
Broadway Wealth Solutions
Texas
$382K
CG
1670
CFO4Life Group
Texas
$382K
BCA
1671
Bay Colony Advisors
Massachusetts
$381K
SF
1672
Sun Financial
Utah
$379K
FPCP
1673
Fort Point Capital Partners
California
$378K
PCG
1674
Prosperity Consulting Group
Maryland
$377K
RPCONE
1675
Retirement Planning Company of New England
Rhode Island
$376K