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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
MHC
1951
Meyer Handelman Company
New York
$220K
TFIPS
1952
Towarzystwo Funduszy Inwestycyjnych PZU SA
$220K
RWM
1953
Riverbend Wealth Management
South Carolina
$220K
GFWA
1954
Grey Fox Wealth Advisors
Delaware
$219K
SWM
1955
Silverlake Wealth Management
Vermont
$219K
AA
1956
Acorns Advisers
California
$218K
RWRC
1957
R.W. Roge & Company
New York
$218K
LAM
1958
Longboard Asset Management
Arizona
$217K
B
1959
Birchbrook
Maine
$216K
HI
1960
Hendershot Investments
Virginia
$216K
HIG
1961
Heritage Investment Group
Florida
$216K
MC
1962
Matisse Capital
Oregon
$216K
MG
1963
Marex Group
$216K
FCM
1964
Firestone Capital Management
Florida
$216K
SPC
1965
Spirepoint Private Client
Florida
$215K
SS
1966
SBI Securities
Japan
$215K
BLFG
1967
Brian Low Financial Group
Louisiana
$215K
CAC
1968
Core Alternative Capital
Georgia
$215K
LWM
1969
Lighthouse Wealth Management
Ohio
$214K
BEW
1970
Burton Enright Welch
California
$214K
LWM
1971
Liberty Wealth Management
California
$214K
NB
1972
Northwest Bancshares
Pennsylvania
$213K
GHA
1973
Granite Harbor Advisors
Texas
$213K
CP
1974
Castleview Partners
Texas
$213K
MAM
1975
McLean Asset Management
Virginia
$212K