We are live on ! Find out more
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
Calamos Advisors
301
Calamos Advisors
Illinois
$31.4M
GIP
302
Greatmark Investment Partners
Georgia
$31.3M
BWC
303
Blue Whale Capital
United Kingdom
$31.3M
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$31M
Capital Research Global Investors
305
Capital Research Global Investors
California
$31M
ADEF
306
Adams Diversified Equity Fund
Maryland
$30.3M
FLPIM
307
F.L. Putnam Investment Management
Massachusetts
$30.3M
QOP
308
Quinn Opportunity Partners
Virginia
$30.1M
IIM
309
INTECH Investment Management
Florida
$30M
Mirae Asset Global Investments
310
Mirae Asset Global Investments
South Korea
$30M
ECSS
311
Eurizon Capital SGR SpA
$29.9M
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$29.6M
EGM
313
Engineers Gate Manager
New York
$29.4M
GIA
314
Gateway Investment Advisers
Ohio
$29.3M
DSA
315
Davis Selected Advisers
Arizona
$29.2M
VMPIC
316
Varma Mutual Pension Insurance Co
Finland
$29.2M
AB
317
Amalgamated Bank
New York
$28.9M
HJGA
318
Hardman Johnston Global Advisors
Connecticut
$28.3M
MCM
319
MKP Capital Management
New York
$28.2M
Macquarie Group
320
Macquarie Group
Australia
$27.9M
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$27.3M
BCIM
322
British Columbia Investment Management
British Columbia, Canada
$27.3M
UIM
323
USS Investment Management
United Kingdom
$27.1M
HP
324
Hosking Partners
United Kingdom
$26.7M
TGCMU
325
Titan Global Capital Management USA
New York
$26.6M