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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
WI
1801
WBI Investments
New Jersey
$300K
SSA
1802
Sierra Summit Advisors
Nevada
$300K
MWA
1803
Martel Wealth Advisors
Washington
$300K
KWS
1804
Keystone Wealth Services
California
$296K
SWM
1805
Segment Wealth Management
Texas
$295K
SWMG
1806
Signature Wealth Management Group
Georgia
$295K
WP
1807
WealthShield Partners
North Carolina
$294K
CFS
1808
CRA Financial Services
New Jersey
$294K
BFA
1809
Beaumont Financial Advisors
Massachusetts
$293K
SWM
1810
Stockman Wealth Management
Montana
$293K
BWP
1811
Bernardo Wealth Planning
Pennsylvania
$293K
OP
1812
ORG Partners
Indiana
$293K
WA1
1813
Wimmer Associates 1
California
$292K
BAM
1814
Boyar Asset Management
New York
$290K
EW
1815
Elyxium Wealth
California
$290K
FBFS
1816
First Business Financial Services
Wisconsin
$288K
WWC
1817
Waypoint Wealth Counsel
Georgia
$286K
VCA
1818
Verdence Capital Advisors
Maryland
$285K
DOA
1819
D'Orazio & Associates
Virginia
$284K
CVA
1820
Central Valley Advisors
California
$284K
CCG
1821
Cypress Capital Group
Florida
$282K
WCM
1822
Wedge Capital Management
North Carolina
$281K
PB
1823
Pinnacle Bancorp
Nebraska
$281K
XT
1824
XTX Topco
Cayman Islands
$281K
TWM
1825
Thrive Wealth Management
Pennsylvania
$281K