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
TF
2326
Threadgill Financial
Texas
BJL
2327
Brighton Jones LLC
Washington
NSEDCP
2328
NJ State Employees Deferred Compensation Plan
New Jersey
TCA
2329
Teewinot Capital Advisers
New York
LCM
2330
Landscape Capital Management
New Jersey
IIA
2331
IPG Investment Advisors
California
Blackstone Inc
2332
Blackstone Inc
New York
RIM
2333
Redwood Investment Management
Arizona
AI
2334
Atom Investors
Texas
Simplex Trading
2335
Simplex Trading
Illinois
CG
2336
Cynosure Group
Utah
EAM
2337
Eschler Asset Management
United Kingdom
MMA
2338
Mizuho Markets Americas
New York
MP
2339
Mangrove Partners
Connecticut
P
2340
Pitcairn
Pennsylvania
AT
2341
Avalon Trust
New Mexico
QT
2342
Quantbot Technologies
New York
OAM
2343
Oxford Asset Management
United Kingdom
RWP
2344
Ridgecrest Wealth Partners
California
UAG
2345
United Advisor Group
Ohio
VI
2346
Versor Investments
New York
SM
2347
Sciencast Management
New Jersey
CM
2348
Capula Management
Cayman Islands
HIIFS
2349
Harel Insurance Investments & Financial Services
Israel
LTI
2350
Laffer Tengler Investments
Tennessee