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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 $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
2,310
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
HighTower Advisors
276
HighTower Advisors
Illinois
$36.1M
WT
277
Whittier Trust
California
$35.8M
N
278
Natixis
France
$35.7M
AO
279
Allen Operations
New York
$35.7M
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$34.8M
IMPI
281
Ilmarinen Mutual Pension Insurance
Finland
$34.4M
DnB Asset Management
282
DnB Asset Management
Norway
$34.4M
Luther King Capital Management (LKCM)
283
Luther King Capital Management (LKCM)
Texas
$34.3M
X
284
Xponance
Pennsylvania
$34M
ProShare Advisors
285
ProShare Advisors
Maryland
$33.7M
RT
286
Rockland Trust
Massachusetts
$33.6M
OAM
287
Ostrum Asset Management
France
$33.5M
RP
288
Regal Partners
Australia
$33.4M
PMAM
289
Picton Mahoney Asset Management
Ontario, Canada
$33.2M
PHAM
290
Pacific Heights Asset Management
California
$32.9M
NRCM
291
North Reef Capital Management
California
$32.9M
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$32.8M
LP
293
Longaeva Partners
Illinois
$32.8M
ZIG
294
Zurich Insurance Group
Switzerland
$32.8M
BSL
295
Blue Sparrow LLC
Delaware
$32.5M
RG
296
Renaissance Group
Kentucky
$32.4M
II
297
IFM Investors
Australia
$32.3M
SFA
298
Sequoia Financial Advisors
Ohio
$32.2M
BBVA
299
Banco Bilbao Vizcaya Argentaria
Spain
$32.2M
PI
300
PineBridge Investments
New York
$32.1M