We are live on ! Find out more
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
UFPG
2251
United Financial Planning Group
New York
$7.49K
HHCP
2252
Hilton Head Capital Partners
South Carolina
$6.89K
TPBG
2253
Turning Point Benefit Group
Maryland
$6.79K
CFP
2254
Comprehensive Financial Planning
Pennsylvania
$6.69K
HIW
2255
Holos Integrated Wealth
Pennsylvania
$6.6K
WAS
2256
Winch Advisory Services
Wisconsin
$6.51K
JGIA
2257
Jackson Grant Investment Advisers
Connecticut
$6.19K
CFG
2258
Clayton Financial Group
Missouri
$6.09K
AT
2259
Arlington Trust
Alabama
$6K
SC
2260
Stephens Consulting
Michigan
$6K
EWM
2261
Evolution Wealth Management
Florida
$5.89K
1NWS
2262
1 North Wealth Services
Maryland
$5.7K
WA
2263
WestEnd Advisors
North Carolina
$5.5K
RWM
2264
Rialto Wealth Management
New York
$5.4K
HIA
2265
HFM Investment Advisors
New Jersey
$5.3K
DSC
2266
Duncker Streett & Co
Missouri
$5.29K
WW
2267
Winnow Wealth
Texas
$5.2K
PAG
2268
Paladin Advisory Group
Iowa
$5.2K
KFG
2269
Kingdom Financial Group
Arizona
$5.11K
T
2270
Tidemark
California
$5.09K
1CP
2271
1015 Capital Partners
Pennsylvania
$5.09K
OCM
2272
Orion Capital Management
California
$5K
RJA
2273
Ross\Johnson & Associates
Minnesota
$4.8K
PS
2274
PayPay Securities
Japan
$4.7K
ECA
2275
Elevated Capital Advisors
Utah
$4.7K