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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
PF
1676
Phoenix Financial
Israel
$376K
MWM
1677
Marion Wealth Management
Pennsylvania
$375K
SL
1678
Sentinus LLC
Illinois
$375K
FFO
1679
Fiduciary Family Office
Florida
$373K
EA
1680
Everpar Advisors
Oklahoma
$372K
APW
1681
Austin Private Wealth
Texas
$372K
MGWM
1682
Marks Group Wealth Management
Minnesota
$372K
PIA
1683
Perennial Investment Advisors
California
$371K
AIFAIM
1684
American Institute for Advanced Investment Management
Arizona
$369K
SIM
1685
Studio Investment Management
Illinois
$368K
TWM
1686
TriaGen Wealth Management
California
$367K
RFN
1687
RDA Financial Network
Iowa
$367K
BWM
1688
BlackDiamond Wealth Management
New York
$367K
CK
1689
Cohen Klingenstein
New York
$366K
EWA
1690
Exencial Wealth Advisors
Oklahoma
$363K
CIC
1691
Chilton Investment Company
Connecticut
$362K
APG
1692
Abacus Planning Group
South Carolina
$362K
RC
1693
Rovin Capital
Arizona
$362K
CT
1694
Chicago Trust
Illinois
$361K
PCS
1695
Private Client Services
Kentucky
$361K
CMAI
1696
Capital Management Associates Inc
Minnesota
$360K
FCM
1697
Fire Capital Management
California
$360K
FWA
1698
Fulcrum Wealth Advisors
Washington
$359K
QC
1699
Quent Capital
New York
$359K
QLSGSCF
1700
Quent Long Short Global Small Cap Fund
New York
$359K