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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
BOJHT
2226
Bank of Jackson Hole Trust
Wyoming
$12.2K
CWM
2227
Consultiva Wealth Management
Puerto Rico
$12.1K
IA
2228
Icon Advisers
Colorado
$12K
WAM
2229
Wolverine Asset Management
Illinois
$11.5K
MCI
2230
MRP Capital Investments
Georgia
$11.5K
LB
2231
Legacy Bridge
Iowa
$11.5K
BFPW
2232
BOK Financial Private Wealth
Colorado
$11.4K
RS
2233
Rakuten Securities
Japan
$10.9K
NSG
2234
Nalls Sherbakoff Group
Tennessee
$10.3K
NWS
2235
Nvest Wealth Strategies
Ohio
$10.3K
KG
2236
Kilter Group
New York
$10.2K
OCM
2237
Osbon Capital Management
Massachusetts
$10.2K
MWA
2238
Miller Wealth Advisors
Colorado
$9.99K
SFAM
2239
Sawyer Falduto Asset Management
Illinois
$9.99K
IPS
2240
Investors Portfolio Services
Washington
$9.99K
MS
2241
Monetary Solutions
Ohio
$9.99K
MNA
2242
Manning & Napier Advisors
New York
$9.75K
FUBT
2243
First United Bank & Trust
Maryland
$9.29K
SVCP
2244
Silicon Valley Capital Partners
California
$9.24K
CB
2245
Centennial Bank
Arkansas
$9.19K
ANBT
2246
American National Bank & Trust
Texas
$8.99K
RFA
2247
Reyes Financial Architecture
California
$8.99K
DPW
2248
DiNuzzo Private Wealth
Pennsylvania
$8.29K
CA
2249
Centerpoint Advisors
Massachusetts
$8K
TFM
2250
TFC Financial Management
Massachusetts
$7.7K