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
FPF
2301
First Pacific Financial
Washington
$900
ORAM
2302
One River Asset Management
Connecticut
$799
Q1WB
2303
Quest 10 Wealth Builders
Virginia
$705
NL
2304
NorthAvenue LLC
Ohio
$700
WA
2305
Whipplewood Advisors
Colorado
$500
AG
2306
AmeriFlex Group
Nevada
$400
YDMI
2307
Y.D. More Investments
Israel
$377
SFG
2308
Strive Financial Group
Indiana
$300
LP
2309
LMR Partners
United Kingdom
$100
LWANC
2310
Laurel Wealth Advisors (North Carolina)
North Carolina
$100
VAM
2311
Veritas Asset Management
United Kingdom
Alyeska Investment Group
2312
Alyeska Investment Group
Illinois
Zurich Cantonal Bank
2313
Zurich Cantonal Bank
Switzerland
QC
2314
Quadrature Capital
United Kingdom
O
2315
Ossiam
France
EF
2316
Empowered Funds
Pennsylvania
MMC
2317
Mizuho Markets Cayman
Cayman Islands
MFAM
2318
Motley Fool Asset Management
Virginia
SAM
2319
Scopus Asset Management
New York
PGDP
2320
Pragma Gestao de Patrimonio
Brazil
FCM
2321
FJ Capital Management
Virginia
PL
2322
Parkwood LLC
Ohio
Capstone Investment Advisors
2323
Capstone Investment Advisors
New York
AIM
2324
Achmea Investment Management
Netherlands
AIM
2325
Aigen Investment Management
New York