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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,309 hedge funds and large institutions have $133B invested in Charles Schwab in 2026 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 975 increasing their positions, 865 reducing their positions, and 153 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $145B → $133B (-$11.9B)

14% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.39B

17% less funds holding in top 10

Funds holding in top 10: 9881 (-17)

Holders
2,309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21B
Puts
$1.39B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
$50.9M
CGH
227
Crossmark Global Holdings
Texas
$50.2M
DGM
228
Delta Global Management
New York
$50.1M
RAM
229
Resona Asset Management
Japan
$50M
CFM
230
Coronation Fund Managers
South Africa
$49.9M
SCP
231
Sandhill Capital Partners
New York
$48.6M
MIF
232
Mediolanum International Funds
Ireland
$48.2M
PIM
233
Provident Investment Management
Michigan
$48M
ABC
234
Associated Banc-Corp
Wisconsin
$47.7M
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$47.5M
CM
236
Castleark Management
Illinois
$47.4M
Lido Advisors
237
Lido Advisors
California
$47.2M
HF
238
HRT Financial
New York
$46.8M
Teacher Retirement System of Texas
239
Teacher Retirement System of Texas
Texas
$45.8M
NSAM
240
North Star Asset Management
Wisconsin
$45.7M
Holocene Advisors
241
Holocene Advisors
New York
$45.2M
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$45.1M
Public Sector Pension Investment Board (PSP Investments)
243
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$44.7M
Bank of Nova Scotia
244
Bank of Nova Scotia
Ontario, Canada
$44.3M
BCM
245
Basswood Capital Management
New York
$44.1M
First Manhattan
246
First Manhattan
New York
$43.6M
SAM
247
SEB Asset Management
$43.6M
ASRS
248
Arizona State Retirement System
Arizona
$43.5M
MC
249
Mount Capital
United Kingdom
$43.3M
COA
250
Crown Oak Advisors
California
$43.2M