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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
SL
201
Summitry LLC
California
$70.7M
MML Investors Services
202
MML Investors Services
Massachusetts
$69.2M
Holocene Advisors
203
Holocene Advisors
New York
$68.2M
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$68.1M
Creative Planning
205
Creative Planning
Kansas
$67.9M
CCP
206
Clarkston Capital Partners
Michigan
$67.6M
Credit Agricole
207
Credit Agricole
France
$67.4M
MSV
208
MN Services Vermogensbeheer
Netherlands
$66.7M
CS
209
Candriam SCA
Luxembourg
$66.5M
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$65.1M
JG
211
Jain Global
New York
$65M
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$64.7M
Handelsbanken Fonder
213
Handelsbanken Fonder
Sweden
$64.6M
State of Tennessee, Department of Treasury
214
State of Tennessee, Department of Treasury
Tennessee
$64M
Public Sector Pension Investment Board (PSP Investments)
215
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$62.5M
CM
216
Castleark Management
Illinois
$62.2M
AAM
217
Aureus Asset Management
Massachusetts
$61.6M
Jane Street
218
Jane Street
New York
$61.6M
KK
219
KLP Kapitalforvaltning
Norway
$61.5M
BHC
220
Bowen Hanes & Co
Florida
$61.3M
CIPU
221
Caledonia Investments plc (UK)
United Kingdom
$61.1M
LF
222
Lansforsakringar Fondforvaltning
Sweden
$61M
BCM
223
Basswood Capital Management
New York
$60.8M
Ninety One (UK)
224
Ninety One (UK)
United Kingdom
$60.7M
Nomura Asset Management
225
Nomura Asset Management
Japan
$60.7M