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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
AA
1901
Auxano Advisors
Washington
$240K
VCM
1902
Violich Capital Management
California
$240K
DBRC
1903
D.B. Root & Company
Pennsylvania
$239K
TCOTS
1904
Trust Company of the South
North Carolina
$237K
IP
1905
Ignite Planners
California
$237K
MCM
1906
Manchester Capital Management
Vermont
$236K
T
1907
TrustBank
Illinois
$236K
SPWM
1908
Schrum Private Wealth Management
Florida
$235K
RRA
1909
Red Reef Advisors
Florida
$235K
PAM
1910
PVG Asset Management
Colorado
$235K
DE
1911
DV Equities
Illinois
$235K
HTC
1912
Haverford Trust Company
Pennsylvania
$234K
PCM
1913
Prospera Capital Management
Arizona
$234K
CCIA
1914
Cherry Creek Investment Advisors
Colorado
$234K
JTWM
1915
Jackson Thornton Wealth Management
Alabama
$234K
FFB
1916
First Financial Bankshares
Texas
$233K
ZIC
1917
ZWJ Investment Counsel
Georgia
$233K
MFA
1918
Morling Financial Advisors
California
$232K
HNWA
1919
Henrickson Nauta Wealth Advisors
Michigan
$232K
CPA
1920
Cardiff Park Advisors
California
$231K
KMWM
1921
Keudell/Morrison Wealth Management
Oregon
$231K
TTWM
1922
TCV Trust & Wealth Management
Virginia
$230K
CPIA
1923
Cornell Pochily Investment Advisors
New York
$230K
LAMC
1924
Longview Asset Management (California)
California
$230K
AIM
1925
Avity Investment Management
Connecticut
$230K