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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,310 hedge funds and large institutions have $145B invested in Charles Schwab in 2025 Q4 according to their latest regulatory filings, with 285 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
2,310
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
OAJ
2201
Ogorek Anthony Joseph
New York
$19K
SN
2202
Sittner & Nelson
Oregon
$18.7K
AIM
2203
Arcadia Investment Management
Michigan
$18.5K
OWP
2204
ORG Wealth Partners
Texas
$18.4K
CMP
2205
Coston McIsaac & Partners
Maine
$18K
FRA
2206
Front Row Advisors
California
$18K
IWM
2207
IMG Wealth Management
Florida
$17.8K
PWMG
2208
Prestige Wealth Management Group
New Jersey
$17.4K
FNWA
2209
Financial Network Wealth Advisors
Utah
$17.4K
WTA
2210
Washington Trust Advisors
Massachusetts
$17.4K
APW
2211
Acima Private Wealth
Virginia
$16.9K
ATC
2212
Adirondack Trust Company
New York
$16.5K
BHWM
2213
Bay Harbor Wealth Management
Maryland
$15.2K
HWM
2214
HighMark Wealth Management
Minnesota
$15.2K
RTL
2215
Red Tortoise LLC
Georgia
$14.8K
APW
2216
Aventura Private Wealth
Florida
$14.7K
JGCM
2217
Joseph Group Capital Management
Ohio
$14.5K
NECFA
2218
New England Capital Financial Advisors
Connecticut
$14.4K
MCA
2219
McGuire Capital Advisors
Oklahoma
$14.2K
HNW
2220
High Note Wealth
Minnesota
$13.8K
SR
2221
Swiss Re
Switzerland
$13.3K
NRG
2222
Nemes Rush Group
Michigan
$12.8K
IW
2223
Imprint Wealth
South Carolina
$12.8K
CFM
2224
Cornerstone Financial Management
Massachusetts
$12.7K
BFS
2225
Bare Financial Services
Pennsylvania
$12.7K