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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
IFPL
1876
Investments & Financial Planning LLC
Kentucky
$250K
EWP
1877
Elevation Wealth Partners
California
$250K
BA
1878
Bellwether Advisors
Nebraska
$249K
NICM
1879
Neo Ivy Capital Management
New York
$249K
FG
1880
Foster Group
Iowa
$249K
CG
1881
Corundum Group
Colorado
$249K
GD
1882
Grandfield & Dodd
New York
$248K
KAM
1883
Knightsbridge Asset Management
California
$248K
SSG
1884
Summit Securities Group
New York
$248K
PFM
1885
Patton Fund Management
Texas
$247K
PB
1886
Prosperity Bancshares
Texas
$247K
GIA
1887
Guyasuta Investment Advisors
Pennsylvania
$247K
CIM
1888
Capital Investment Management
Missouri
$246K
IWP
1889
Invenio Wealth Partners
Florida
$246K
DWM
1890
Drive Wealth Management
Utah
$245K
SB
1891
Strategic Blueprint
Georgia
$245K
RA
1892
Riversedge Advisors
Delaware
$243K
PWM
1893
Pines Wealth Management
North Carolina
$243K
RRWA
1894
Rainey & Randall Wealth Advisors
Florida
$243K
CNB
1895
Camden National Bank
Maine
$242K
JMA
1896
J.M. Arbour
Maine
$242K
JCM
1897
Jacobsen Capital Management
Utah
$241K
WAS
1898
Westco Advisory Services
New York
$241K
TFA
1899
Teamwork Financial Advisors
Texas
$240K
AMG
1900
Asset Management Group
Connecticut
$240K