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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
AWM
2126
Activest Wealth Management
Florida
$46.2K
WWA
2127
Wealth Watch Advisors
Colorado
$46.1K
FPB
2128
First PREMIER Bank
South Dakota
$45K
SC
2129
Steph & Co
Wisconsin
$44.4K
S
2130
Sachetta
Massachusetts
$43.5K
MMCM
2131
Murphy & Mullick Capital Management
New York
$43.5K
SA
2132
Seneschal Advisors
Washington
$42.8K
CMA
2133
Cedar Mountain Advisors
Oregon
$42.5K
SWM
2134
SHP Wealth Management
Massachusetts
$42.3K
BHWM
2135
Beaird Harris Wealth Management
Texas
$40.3K
CFS
2136
CGC Financial Services
Oregon
$40K
IWP
2137
IAG Wealth Partners
Wisconsin
$40K
TC
2138
Trust Company
Kansas
$39.6K
ACA
2139
American Capital Advisory
Idaho
$39.5K
ECM
2140
Estabrook Capital Management
New York
$39.5K
Loomis, Sayles & Company
2141
Loomis, Sayles & Company
Massachusetts
$38.5K
BWL
2142
Bogart Wealth LLC
Virginia
$37.6K
BGA
2143
Battery Global Advisors
Massachusetts
$37.3K
TCA
2144
Trifecta Capital Advisors
Illinois
$37.1K
HWP
2145
Highline Wealth Partners
California
$36.6K
OPTFSNA
2146
Old Point Trust & Financial Services N A
Virginia
$36.6K
MAM
2147
Meeder Asset Management
Ohio
$36.5K
AWM
2148
Abound Wealth Management
Tennessee
$36.1K
HHMI
2149
Howard Hughes Medical Institute
Maryland
$36K
NFSG
2150
Newbridge Financial Services Group
Florida
$35.7K