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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
SFG
1776
SNS Financial Group
Minnesota
$312K
OWP
1777
Obermeyer Wealth Partners
Colorado
$312K
SGCA
1778
Steel Grove Capital Advisors
Tennessee
$312K
MA
1779
MONECO Advisors
Connecticut
$311K
BMC
1780
Benin Management Corp
Connecticut
$310K
FMP
1781
Financial Management Professionals
Texas
$310K
MFGM
1782
Marshall Financial Group (Maryland)
Maryland
$309K
TF
1783
Tompkins Financial
New York
$308K
GFA
1784
Gallagher Fiduciary Advisors
Illinois
$308K
SNPAM
1785
St. Nicholas Private Asset Management
Florida
$308K
MUMSS
1786
Mitsubishi UFJ Morgan Stanley Securities
Japan
$307K
WFA
1787
WestHill Financial Advisors
California
$307K
HIC
1788
Holderness Investments Company
North Carolina
$306K
LWM
1789
LJI Wealth Management
Indiana
$306K
OBWG
1790
Onyx Bridge Wealth Group
New York
$306K
PFS
1791
Physicians Financial Services
North Carolina
$305K
MF
1792
Manuka Financial
Virginia
$304K
HNB
1793
Hilltop National Bank
Wyoming
$304K
CCM
1794
Chilton Capital Management
Texas
$304K
TW
1795
Traveka Wealth
California
$303K
TWM
1796
Tradition Wealth Management
Minnesota
$303K
LA
1797
LVW Advisors
New York
$302K
CP
1798
Cornerstone Planning
North Carolina
$302K
SFG
1799
Sather Financial Group
Texas
$302K
LA
1800
Lifeworks Advisors
Michigan
$301K