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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
MFS
1726
Mirabella Financial Services
United Kingdom
$343K
RDWM
1727
Red Door Wealth Management
Tennessee
$342K
GWANC
1728
Guardian Wealth Advisors (North Carolina)
North Carolina
$341K
ML
1729
McAdam LLC
Pennsylvania
$339K
CFA
1730
CWS Financial Advisors
Michigan
$336K
SIC
1731
Sigma Investment Counselors
Michigan
$336K
WFA
1732
Wellspring Financial Advisors
Ohio
$336K
FIB
1733
First Interstate Bank
Montana
$336K
WW
1734
Westshore Wealth
California
$335K
SFC
1735
SYM Financial Corp
Indiana
$334K
LI
1736
LRI Investments
Florida
$334K
HFS
1737
Hantz Financial Services
Michigan
$334K
AWAG
1738
ARS Wealth Advisors Group
Florida
$334K
MSWA
1739
Marshall & Sterling Wealth Advisors
New York
$332K
DE
1740
Diversified Enterprises
Delaware
$331K
DFA
1741
Delta Financial Advisors
Louisiana
$331K
TA
1742
TrueWealth Advisors
Alabama
$330K
NI
1743
NDVR Inc
Massachusetts
$330K
MO
1744
McMillan Office
Michigan
$330K
FMWA
1745
Forvis Mazars Wealth Advisors
Missouri
$329K
PA
1746
Procyon Advisors
Connecticut
$327K
BAM
1747
BOS Asset Management
Illinois
$325K
CA
1748
Cornerstone Advisory
Maryland
$325K
CA
1749
Calton & Associates
Florida
$325K
LF
1750
Lantz Financial
Illinois
$324K