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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
CNB
251
Czech National Bank
Czech Republic
$42.8M
Osaic Holdings
252
Osaic Holdings
Arizona
$42.6M
AAM
253
AMI Asset Management
California
$42M
FAF
254
Fjarde Ap-fonden
Sweden
$42M
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$41.9M
CAM
256
Cresset Asset Management
Illinois
$41.6M
JG
257
Jain Global
New York
$41.5M
SOMRS
258
State of Michigan Retirement System
Michigan
$41M
EWA
259
EP Wealth Advisors
California
$40.8M
Wellington Management Group
260
Wellington Management Group
Massachusetts
$40.8M
DADC
261
D.A. Davidson & Co
Montana
$40.4M
OA
262
Oak Associates
Ohio
$40.2M
Acadian Asset Management
263
Acadian Asset Management
Massachusetts
$39.1M
BAM
264
Berkshire Asset Management
Pennsylvania
$38.2M
Rafferty Asset Management
265
Rafferty Asset Management
New York
$38.2M
AI
266
Ariel Investments
Illinois
$37.9M
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$37.9M
Nisa Investment Advisors
268
Nisa Investment Advisors
Missouri
$37.8M
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$37.7M
MIM
270
MetLife Investment Management
New Jersey
$37.3M
CM
271
Cercano Management
Washington
$36.7M
Kovitz Investment Group Partners
272
Kovitz Investment Group Partners
Illinois
$36.6M
FWCM
273
Ferguson Wellman Capital Management
Oregon
$36.6M
COPPSERS
274
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$36.6M
SGAM
275
Smith Group Asset Management
Texas
$36.3M