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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
MEG
2051
Millstone Evans Group
Colorado
$115K
EF
2052
Entrust Financial
Pennsylvania
$115K
DCM
2053
Davis Capital Management
Florida
$115K
SIS
2054
Sound Income Strategies
Florida
$114K
CAL
2055
Capital Advisors Ltd
Ohio
$107K
WIM
2056
Westside Investment Management
California
$107K
TCOV
2057
Trust Company of Vermont
Vermont
$106K
RBC
2058
Roble Belko & Company
Pennsylvania
$104K
CFFP
2059
Center for Financial Planning
Michigan
$104K
DWM
2060
Darwin Wealth Management
Florida
$104K
LC
2061
Lavaca Capital
Texas
$103K
JSAM
2062
J. Safra Asset Management
New York
$103K
VWWMG
2063
Vermillion & White Wealth Management Group
Pennsylvania
$101K
SA
2064
Strategic Advocates
Utah
$101K
VWA
2065
VSM Wealth Advisory
Maryland
$98.3K
EI
2066
eCIO Inc
Wisconsin
$96.5K
GK
2067
Graney & King
New York
$92.7K
CB
2068
Community Bank
New York
$91.7K
DT
2069
DV Trading
Illinois
$89.9K
RF
2070
Rossby Financial
Florida
$87.3K
CBT
2071
CoreFirst Bank & Trust
Kansas
$86.1K
PW
2072
Pandora Wealth
Illinois
$85.3K
HCM
2073
Hollencrest Capital Management
California
$80.9K
MSWM
2074
Mowery & Schoenfeld Wealth Management
Illinois
$78.8K
AF
2075
Advisornet Financial
Minnesota
$76.6K