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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
CCG
1976
Ceeto Capital Group
Florida
$212K
FNT
1977
First Nebraska Trust
Nebraska
$211K
FTC
1978
Farmers Trust Company
Ohio
$211K
HCM
1979
Hutchinson Capital Management
California
$211K
LWA
1980
Legacy Wealth Advisors
Florida
$211K
LWM
1981
LeConte Wealth Management
Tennessee
$210K
OC
1982
Opal Capital
Florida
$210K
KFS
1983
Kaizen Financial Strategies
California
$210K
EL
1984
EWA LLC
Pennsylvania
$210K
GWM
1985
Gilpin Wealth Management
Colorado
$210K
ACA
1986
Arsenal Capital Advisors
Pennsylvania
$209K
EV
1987
EJMK Ventures
Illinois
$209K
HR
1988
Howe & Rusling
New York
$209K
YL
1989
YCG LLC
Texas
$209K
TVPW
1990
Third View Private Wealth
Connecticut
$207K
ABTD
1991
Arvest Bank Trust Division
Oklahoma
$207K
MAM
1992
Mainsail Asset Management
Alabama
$206K
RAM
1993
Reflection Asset Management
South Carolina
$206K
TAP
1994
TSG Advice Partners
Ohio
$204K
AW
1995
Alteri Wealth
California
$204K
KFGK
1996
Keystone Financial Group (Kentucky)
Kentucky
$204K
KRW
1997
Kaufman Rossin Wealth
Florida
$204K
UI
1998
Unconventional Investor
New Hampshire
$203K
OAM
1999
Occidental Asset Management
California
$202K
SPWM
2000
Straight Path Wealth Management
Michigan
$202K