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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
NSB
1751
Norway Savings Bank
Maine
$324K
CC
1752
Clearwave Capital
California
$324K
MMPW
1753
Mitchell McLeod Pugh & Williams
Alabama
$323K
WF
1754
Wayfinding Financial
Washington
$323K
RPWA
1755
Regent Peak Wealth Advisors
Georgia
$323K
LPT
1756
Legacy Private Trust
Wisconsin
$322K
HB
1757
Horizon Bancorp
Indiana
$319K
SIA
1758
SeaBridge Investment Advisors
New Jersey
$319K
SFGM
1759
Stonebridge Financial Group (Missouri)
Missouri
$318K
BC
1760
Brio Consultants
California
$317K
BWA
1761
Blodgett Wealth Advisors
California
$316K
WPP
1762
Whalerock Point Partners
Rhode Island
$316K
DWP
1763
Destiny Wealth Partners
Florida
$316K
RIP
1764
RAM Investment Partners
Washington
$316K
RMAM
1765
Raab & Moskowitz Asset Management
New Jersey
$316K
BHCM
1766
Brevan Howard Capital Management
Jersey
$315K
ACIM
1767
Azimuth Capital Investment Management
Michigan
$315K
OC
1768
Oarsman Capital
Wisconsin
$315K
DMBA
1769
Deseret Mutual Benefit Administrators
Utah
$314K
LPAM
1770
Lodestar Private Asset Management
California
$314K
VCP
1771
Verus Capital Partners
Arizona
$314K
CIM
1772
Catalyst Investment Management
New Hampshire
$313K
AIA
1773
Affinity Investment Advisors
California
$313K
LCAM
1774
London & Capital Asset Management
United Kingdom
$313K
SQA
1775
Simon Quick Advisors
New Jersey
$312K