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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
GWP
2101
Gen-Wealth Partners
Michigan
$60K
GC
2102
Gould Capital
Washington
$59.9K
NSIM
2103
North Star Investment Management
Illinois
$58.5K
BAM
2104
Byrne Asset Management
New Jersey
$57.8K
FCAS
2105
First Command Advisory Services
Texas
$57.7K
B
2106
Bayban
Minnesota
$57.6K
CWA
2107
Carolina Wealth Advisors
South Carolina
$56.4K
CIEC
2108
Crédit Industriel et Commercial
France
$55.5K
CWP
2109
Clark Wealth Partners
Illinois
$55.1K
CSC
2110
Caldwell Sutter Capital
California
$55K
WAG
2111
Wiser Advisor Group
Arizona
$54.7K
KC
2112
Knuff & Co
California
$54.6K
FC
2113
Fairscale Capital
New Hampshire
$54.4K
HFS
2114
Hughes Financial Services
Virginia
$54.3K
IRC
2115
Investors Research Corp
Georgia
$53K
NL
2116
NVWM LLC
Pennsylvania
$51.5K
CTB
2117
Country Trust Bank
Illinois
$50.9K
CIAS
2118
CBIZ Investment Advisory Services
Ohio
$50.7K
CCA
2119
Catalyst Capital Advisors
New York
$50.5K
GJIA
2120
Glass Jacobson Investment Advisors
Maryland
$50K
VWM
2121
Valley Wealth Managers
New Jersey
$50K
KFI
2122
Key Financial Inc
Pennsylvania
$47.6K
BCM
2123
Boreal Capital Management
Florida
$47.5K
EPAM
2124
Evelyn Partners Asset Management
$46.7K
TCM
2125
TD Capital Management
Tennessee
$46.2K