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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
LWMI
2276
Legacy Wealth Management (Idaho)
Idaho
$4.7K
BSB
2277
Bangor Savings Bank
Maine
$4.6K
HI
2278
Hoey Investments
Pennsylvania
$3.9K
GWM
2279
Greenline Wealth Management
Florida
$3.7K
MW
2280
Merited Wealth
Florida
$3.7K
BWM
2281
Benson Wealth Management
Tennessee
$3.5K
1IA
2282
1620 Investment Advisors
Massachusetts
$3.3K
QWM
2283
Quaker Wealth Management
New Jersey
$3.2K
STB
2284
S&T Bank
Pennsylvania
$3.2K
WPA
2285
Wealth Preservation Advisors
Tennessee
$3.1K
MAFA
2286
MJT & Associates Financial Advisory
Minnesota
$2.7K
VR
2287
Vision Retirement
New Jersey
$2.7K
AP
2288
Aspect Partners
Virginia
$2.5K
FG
2289
Fairman Group
Pennsylvania
$2.3K
DFA
2290
DHJJ Financial Advisors
Illinois
$2.02K
RWS
2291
Retirement Wealth Solutions
Wisconsin
$2K
RCM
2292
Raleigh Capital Management
North Carolina
$2K
LAS
2293
Lloyd Advisory Services
Georgia
$2K
DF
2294
DecisionPoint Financial
Arizona
$1.72K
FDCP
2295
Foster Dykema Cabot & Partners
Massachusetts
$1.6K
RPA
2296
Redwood Park Advisors
California
$1.4K
RWPA
2297
Richard W. Paul & Associates
Michigan
$1.3K
BW
2298
Basepoint Wealth
Iowa
$1.21K
EFMH
2299
E Fund Management (HK)
Hong Kong
$1.16K
APW
2300
Atlantic Private Wealth
North Carolina
$1K