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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
HC
1826
Hamilton Capital
Ohio
$279K
FHA
1827
Flagship Harbor Advisors
Massachusetts
$278K
MWM
1828
MOR Wealth Management
Pennsylvania
$278K
PHWM
1829
Pine Harbor Wealth Management
Maryland
$276K
OFO
1830
OneAscent Family Office
Alabama
$276K
SGK
1831
Steigerwald Gordon & Koch
Virginia
$275K
BWM
1832
BNB Wealth Management
Maryland
$275K
CA
1833
Claro Advisors
Massachusetts
$275K
CIA
1834
Caerus Investment Advisors
Texas
$274K
SMA
1835
Seven Mile Advisory
New Jersey
$273K
SB
1836
Sunflower Bank
Texas
$273K
WHCI
1837
W.H. Cornerstone Investments
Massachusetts
$271K
EWS
1838
Evergreen Wealth Solutions
Pennsylvania
$271K
AWS
1839
Arkfeld Wealth Strategies
Nebraska
$270K
FWA
1840
FSM Wealth Advisors
Ohio
$269K
LBC
1841
Leigh Baldwin & Co
New York
$268K
GBT
1842
Grove Bank & Trust
Florida
$267K
OKSA
1843
O'Keefe Stevens Advisory
New York
$266K
TSMHT
1844
Thurston Springer Miller Herd & Titak
Indiana
$266K
TPWA
1845
TRUE Private Wealth Advisors
Oregon
$265K
TNBTD
1846
Trustmark National Bank Trust Department
Mississippi
$265K
LTAS
1847
Linden Thomas Advisory Services
North Carolina
$265K
SW
1848
SteelPeak Wealth
California
$264K
NP
1849
Ninepoint Partners
Ontario, Canada
$264K
BP
1850
Broadleaf Partners
Ohio
$264K