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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
DIP
2026
DT Investment Partners
Pennsylvania
$154K
CWM
2027
Cranbrook Wealth Management
Michigan
$153K
RTC
2028
Riverview Trust Company
Washington
$152K
CSB
2029
City State Bank
Iowa
$151K
BC
2030
Barrett & Company
Rhode Island
$151K
CC
2031
Corsicana & Co
Texas
$150K
MCM
2032
MV Capital Management
Maryland
$150K
VC
2033
Vestor Capital
Illinois
$149K
RP
2034
Rowlandmiller & Partners
Georgia
$144K
TFA
2035
Transamerica Financial Advisors
Florida
$143K
CWP
2036
Concord Wealth Partners
Virginia
$140K
API
2037
Asset Planning Inc
California
$135K
CIAM
2038
Caitong International Asset Management
Hong Kong
$130K
ITIM
2039
Indiana Trust & Investment Management
Indiana
$127K
PWM
2040
Proathlete Wealth Management
Florida
$126K
WAG
2041
Wilkerson Advisory Group
Missouri
$124K
HC
2042
Hara Capital
Washington
$124K
IAS
2043
IMA Advisory Services
Colorado
$123K
SAM
2044
Sherman Asset Management
California
$121K
FMII
2045
Farmers & Merchants Investments Inc
Nebraska
$121K
RMP
2046
Richards, Merrill & Peterson
Washington
$120K
AFC
2047
Ares Financial Consulting
California
$119K
PP
2048
Pacifica Partners
Canada
$118K
CBT
2049
Crews Bank & Trust
Florida
$117K
AF
2050
Abound Financial
California
$117K