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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
RA
2376
Rise Advisors
New York
MAM
2377
MMA Asset Management
Pennsylvania
PPA
2378
Painted Porch Advisors
California
KHC
2379
Koesten Hirschmann & Crabtree
Kansas
FLP
2380
Financial Life Planners
Arizona
JWM
2381
JPL Wealth Management
Colorado
FFWM
2382
Future Financial Wealth Management
Ohio
MSG
2383
Main Street Group
Virginia
GWSG
2384
GPS Wealth Strategies Group
Colorado
WBC
2385
West Branch Capital
Massachusetts
LCM
2386
Logan Capital Management
Pennsylvania
TIM
2387
Tortoise Investment Management
New York
PFA
2388
Pathway Financial Advisers
Indiana
CIR
2389
Clear Investment Research
Georgia
MAM
2390
Marquette Asset Management
Minnesota
ITFISA
2391
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
HHGA
2392
Halbert Hargrove Global Advisors
California
GWSA
2393
Global Wealth Strategies & Associates
Colorado
FGAM
2394
Financial Gravity Asset Management
Texas
CCM
2395
Cloud Capital Management
Washington
FLFS
2396
Family Legacy Financial Solutions
North Carolina
EPW
2397
Evergreen Private Wealth
Colorado
FWM
2398
Focused Wealth Management
New York
KB
2399
Kimelman & Baird
New York
LFA
2400
LGT Financial Advisors
Texas