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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,310 hedge funds and large institutions have $145B invested in Charles Schwab in 2025 Q4 according to their latest regulatory filings, with 285 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
2,310
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
CB
151
Cooke & Bieler
Pennsylvania
$111M
SO
152
STRS Ohio
Ohio
$109M
PPC
153
Park Presidio Capital
California
$109M
FGP
154
Freestone Grove Partners
California
$107M
Stifel Financial
155
Stifel Financial
Missouri
$104M
Squarepoint
156
Squarepoint
New York
$103M
IIP
157
Intermede Investment Partners
United Kingdom
$101M
AssetMark Inc
158
AssetMark Inc
California
$101M
CIC
159
Crawford Investment Counsel
Georgia
$101M
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$99.9M
EIC
161
Equity Investment Corp
Georgia
$98.7M
SCM
162
Snyder Capital Management
California
$97.2M
Victory Capital Management
163
Victory Capital Management
Texas
$95.1M
PCM
164
Prana Capital Management
Connecticut
$95M
SCM
165
Sterling Capital Management
North Carolina
$94.9M
SAM
166
Storebrand Asset Management
Norway
$93.5M
AF
167
Align Financial
Minnesota
$92.9M
PCM
168
PAR Capital Management
Massachusetts
$91.1M
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$91.1M
APG Asset Management
170
APG Asset Management
Netherlands
$89M
ERSOT
171
Employees Retirement System of Texas
Texas
$88.9M
GT
172
Glenmede Trust
Pennsylvania
$88.1M
Los Angeles Capital Management
173
Los Angeles Capital Management
California
$87.5M
NIG
174
NFJ Investment Group
Texas
$87.4M
Chevy Chase Trust
175
Chevy Chase Trust
Maryland
$86.3M