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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,310 hedge funds and large institutions have $145B invested in Charles Schwab in 2025 Q4 according to their latest regulatory filings, with 285 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
2,310
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
NAMI
176
Nomura Asset Management International
Pennsylvania
$85.4M
QCM
177
Quantinno Capital Management
New York
$81.2M
CIC
178
Carnegie Investment Counsel
Ohio
$80.3M
CS
179
Central Securities
New York
$79.9M
JAM
180
Jupiter Asset Management
United Kingdom
$79.7M
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$79.2M
Swedbank
182
Swedbank
Sweden
$78.8M
Caisse de Depot et Placement du Quebec (CDPQ)
183
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$78M
Federated Hermes
184
Federated Hermes
Pennsylvania
$77.1M
Mitsubishi UFJ Trust & Banking
185
Mitsubishi UFJ Trust & Banking
Japan
$76.4M
HF
186
HRT Financial
New York
$76.3M
MAM
187
Madison Asset Management
Wisconsin
$76.1M
ESBC
188
E.S. Barr & Co
Kentucky
$75.6M
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$75.5M
TIM
190
Thornburg Investment Management
New Mexico
$75.4M
HIM
191
HughesLittle Investment Management
$75.1M
PA
192
Paralel Advisors
Colorado
$74.9M
Asset Management One
193
Asset Management One
Japan
$74.7M
BCM
194
Becker Capital Management
Oregon
$73.5M
TD Asset Management
195
TD Asset Management
Ontario, Canada
$73.2M
Fidelity International
196
Fidelity International
Bermuda
$72.5M
PAM
197
Panagora Asset Management
Massachusetts
$72.4M
NCM
198
Nearwater Capital Markets
Ireland
$72.1M
William Blair & Company
199
William Blair & Company
Illinois
$71.7M
Treasurer of the State of North Carolina
200
Treasurer of the State of North Carolina
North Carolina
$71.4M