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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
LIA
2001
Lynx Investment Advisory
District of Columbia
$202K
JF
2002
JSF Financial
California
$202K
CWA
2003
Consilio Wealth Advisors
Washington
$201K
HTIM
2004
Harbour Trust & Investment Management
Indiana
$201K
AP
2005
Atwood & Palmer
Missouri
$201K
WAM
2006
Weatherly Asset Management
California
$201K
MEAC
2007
M.E. Allison & Co
Texas
$201K
RWP
2008
Revolve Wealth Partners
New Jersey
$201K
PWA
2009
Principia Wealth Advisory
Texas
$200K
TVWM
2010
Tower View Wealth Management
Wisconsin
$200K
BGAI
2011
Bruce G. Allen Investments
Colorado
$199K
UIA
2012
Ulland Investment Advisors
Minnesota
$193K
BIA
2013
Bell Investment Advisors
California
$187K
HFM
2014
Hartford Financial Management
Connecticut
$174K
WOSD
2015
WFA of San Diego
California
$173K
VEA
2016
Virtus ETF Advisers
New York
$170K
HIA
2017
Harbor Investment Advisory
Maryland
$167K
PK
2018
Pflug Koory
Nebraska
$166K
SA
2019
SRH Advisors
Kansas
$165K
RC
2020
Rexford Capital
Texas
$165K
C
2021
Covestor
United Kingdom
$159K
YP
2022
YANKCOM Partnership
South Dakota
$158K
EPIMS
2023
Evelyn Partners Investment Management Services
$158K
TC
2024
Truvestments Capital
Florida
$154K
MIM
2025
MTM Investment Management
South Carolina
$154K