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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
NCM
1701
Noesis Capital Mangement
Florida
$358K
FCMT
1702
Founders Capital Management (Texas)
Texas
$358K
DP
1703
Denver PWM
Colorado
$357K
PWM
1704
Purus Wealth Management
California
$356K
SVWAG
1705
Sound View Wealth Advisors Group
Georgia
$353K
EP
1706
Essential Partners
California
$351K
BAM
1707
Brave Asset Management
New Jersey
$350K
FWI
1708
Facet Wealth Inc
Maryland
$350K
WSCM
1709
Wellington Shields Capital Management
New York
$350K
Edgewood Management
1710
Edgewood Management
Connecticut
$350K
WCM
1711
Wisconsin Capital Management
Wisconsin
$350K
HAI
1712
Hennessy Advisors Inc
California
$350K
GA
1713
Greenspring Advisors
Maryland
$349K
SAM
1714
Sagewood Asset Management
New York
$349K
CCM
1715
Canal Capital Management
Virginia
$349K
ST
1716
Smithfield Trust
Pennsylvania
$349K
RFP
1717
Root Financial Partners
California
$349K
PF
1718
Prosperitas Financial
California
$349K
LCM
1719
LCM Capital Management
Illinois
$349K
LCM
1720
Legato Capital Management
California
$348K
SPWM
1721
Spartan Planning & Wealth Management
North Carolina
$348K
WRPWM
1722
Werba Rubin Papier Wealth Management
California
$346K
PWS
1723
Peterson Wealth Services
Utah
$345K
GGI
1724
Godsey & Gibb Inc
Virginia
$345K
MWA
1725
Muirfield Wealth Advisors
North Carolina
$344K