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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
GCM
2176
Gables Capital Management
Florida
$24.9K
SL
2177
Salomon & Ludwin
Virginia
$24.7K
DWM
2178
Dogwood Wealth Management
Kansas
$24.7K
VFM
2179
Vision Financial Markets
Connecticut
$24.2K
POIA
2180
Pin Oak Investment Advisors
Texas
$24K
DF
2181
Dunhill Financial
United Kingdom
$23.7K
LFASL
2182
Lugano Financial Advisors SA (LFA)
Switzerland
$23.5K
LIA
2183
Luken Investment Analytics
Tennessee
$23.2K
P
2184
Palladiem
Pennsylvania
$23.1K
RF
2185
Roxbury Financial
New Jersey
$22.8K
OCM
2186
Osterweis Capital Management
California
$22.6K
HC
2187
Hurley Capital
New York
$22.4K
TM
2188
Torren Management
California
$22.3K
PPC
2189
Park Place Capital
Alabama
$21.8K
MWM
2190
Mascoma Wealth Management
New Hampshire
$21.7K
HFS
2191
Horizon Financial Services
North Carolina
$21.4K
BBPWM
2192
Blue Bell Private Wealth Management
Pennsylvania
$21.3K
TAM
2193
Tucker Asset Management
Colorado
$21.1K
BW
2194
Bravera Wealth
North Dakota
$20.7K
WG
2195
Wellington Group
Indiana
$20.3K
VWM
2196
Vermillion Wealth Management
Minnesota
$20K
AEPWM
2197
Atlantic Edge Private Wealth Management
Florida
$20K
FDW
2198
Fourth Dimension Wealth
Ohio
$20K
MDA
2199
Minot DeBlois Advisors
Massachusetts
$19.5K
SFS
2200
Sunrise Financial Services
Washington
$19.2K