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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
HC
2151
Hoese & Co
Minnesota
$35.2K
VWA
2152
Valued Wealth Advisors
Utah
$33.7K
NI
2153
NCP Inc
California
$33.4K
PWMG
2154
Private Wealth Management Group
New Jersey
$33.1K
AIA
2155
Aventus Investment Advisors
Florida
$33K
GEA
2156
Glen Eagle Advisors
New Jersey
$32.5K
ME
2157
McIlrath & Eck
Washington
$32K
RWA
2158
Redmont Wealth Advisors
Illinois
$31.7K
AFG
2159
Albion Financial Group
Utah
$31K
Kayne Anderson Rudnick Investment Management
2160
Kayne Anderson Rudnick Investment Management
California
$30.9K
RA
2161
Ransom Advisory
Rhode Island
$30K
RWM
2162
RMG Wealth Management
Wisconsin
$29.8K
OC
2163
Optima Capital
Oregon
$29.7K
BAM
2164
Bellevue Asset Management
Washington
$29.4K
BFS
2165
Beacon Financial Strategies
North Carolina
$29.2K
GA
2166
GoalVest Advisory
New York
$28K
PGAM
2167
Princeton Global Asset Management
New Jersey
$27.9K
MFG
2168
Mendota Financial Group
Wisconsin
$27.7K
AW
2169
Avion Wealth
Texas
$27K
FCG
2170
Financial Connections Group
California
$27K
FFA
2171
Frazier Financial Advisors
Ohio
$26.9K
TWD
2172
True Wealth Design
Ohio
$26.8K
SHIM
2173
Stone House Investment Management
Pennsylvania
$26.7K
PSB
2174
Piscataqua Savings Bank
New Hampshire
$25.7K
NWM
2175
Nova Wealth Management
Florida
$25.5K