We are live on ! Find out more
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
HAP
2076
Harbor Asset Planning
Massachusetts
$76.1K
DCM
2077
Disciplina Capital Management
Tennessee
$76K
AW
2078
Ankerstar Wealth
Texas
$75.6K
FFC
2079
First Financial Corp
Indiana
$74.9K
CPG
2080
Cornerstone Planning Group
New Jersey
$74.8K
GF
2081
GGM Financials
Ohio
$74.6K
MTIC
2082
Missouri Trust & Investment Company
Missouri
$73.4K
SRCM
2083
Signature Resources Capital Management
California
$72.1K
WA
2084
Westfuller Advisors
New York
$72.1K
GFA
2085
Godfrey Financial Associates
New York
$71.8K
SWA
2086
Strategic Wealth Advisors
Arizona
$71K
GSWM
2087
Golden State Wealth Management
California
$70.5K
PWAM
2088
Private Wealth Asset Management
Iowa
$70.4K
FMB
2089
Field & Main Bank
Kentucky
$69.9K
CA
2090
Crewe Advisors
Utah
$69.5K
KFP
2091
Kerr Financial Planning
California
$68.1K
DAM
2092
Delta Asset Management
Tennessee
$66.5K
KAS
2093
Kemnay Advisory Services
New York
$66.4K
MMG
2094
Monetary Management Group
Missouri
$64.9K
WA
2095
WPG Advisers
Maryland
$64.8K
AWA
2096
Acumen Wealth Advisors
Tennessee
$64.8K
TCM
2097
Tradewinds Capital Management
Washington
$64.6K
GTAM
2098
Global Trust Asset Management
Florida
$61.3K
FFO
2099
Fortitude Family Office
Arizona
$61K
PWA
2100
Physician Wealth Advisors
Utah
$60.5K