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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
SMH
2351
Sanders Morris Harris
Texas
RCM
2352
Requisite Capital Management
Texas
SPA
2353
Sherbrooke Park Advisers
New York
MTIM
2354
Marathon Trading Investment Management
Pennsylvania
Twin Tree Management
2355
Twin Tree Management
Texas
VBA
2356
von Borstel & Associates
Oregon
MWM
2357
Maridea Wealth Management
New York
LHC
2358
Little House Capital
Massachusetts
CWS
2359
Confluence Wealth Services
Pennsylvania
CA
2360
CGN Advisors
Kansas
DLA
2361
Douglas Lane & Associates
New York
LFG
2362
Lazard Frères Gestion
France
SFB
2363
STAR Financial Bank
Indiana
BOSSRA
2364
B.O.S.S. Retirement Advisors
Utah
LIA
2365
Limestone Investment Advisors
New York
TFS
2366
Thoroughbred Financial Services
Tennessee
BC
2367
Bayforest Capital
United Kingdom
FA
2368
Fountainhead AM
New Jersey
NL
2369
NWAM LLC
Washington
AC
2370
Apella Capital
Connecticut
AGC
2371
Aspen Grove Capital
Colorado
NCM
2372
Northwest Capital Management
Oregon
WAS
2373
Wesleyan Assurance Society
United Kingdom
HWA
2374
Heartwood Wealth Advisors
Virginia
NC
2375
North Capital
Utah