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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
SDWMA
1926
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K
DWS
1927
Dynamic Wealth Strategies
California
$229K
FA
1928
Fiducient Advisors
Illinois
$229K
PL
1929
Plancorp LLC
Missouri
$229K
SFWA
1930
Summit Financial Wealth Advisors
Louisiana
$228K
SWA
1931
SOA Wealth Advisors
New York
$228K
MAG
1932
Mayfair Advisory Group
Alabama
$227K
MAM
1933
Morse Asset Management
Connecticut
$226K
WA
1934
WP Advisors
California
$226K
EWM
1935
Elevation Wealth Management
Minnesota
$225K
QA
1936
Quattro Advisors
Pennsylvania
$225K
BF
1937
Brooklyn FI
New York
$225K
TW
1938
TritonPoint Wealth
Maryland
$225K
CPL
1939
CAP Partners LLC
Tennessee
$225K
FCM
1940
Fell Capital Management
California
$225K
SEP
1941
Signature Equity Partners
Ohio
$224K
MCB
1942
Morton Community Bank
Illinois
$223K
BTD
1943
BankPlus Trust Department
Mississippi
$223K
ACA
1944
Aspire Capital Advisors
Washington
$223K
TWM
1945
Tumwater Wealth Management
Idaho
$223K
TBWA
1946
Three Bridge Wealth Advisors
California
$222K
SIAG
1947
Safeguard Investment Advisory Group
California
$222K
PCA
1948
Prosperity Capital Advisors
Ohio
$222K
W
1949
WorthPointe
California
$222K
MWA
1950
Medallion Wealth Advisors
Connecticut
$220K