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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
GWM
326
Greenwich Wealth Management
Connecticut
$26.4M
IP
327
Interval Partners
New York
$25.9M
Bessemer Group
328
Bessemer Group
New Jersey
$25.7M
Credit Agricole
329
Credit Agricole
France
$25.6M
URS
330
Utah Retirement Systems
Utah
$25.5M
CCP
331
Clough Capital Partners
Massachusetts
$25.5M
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25M
Commonwealth Equity Services
333
Commonwealth Equity Services
Massachusetts
$25M
BB
334
Busey Bank
Illinois
$24.8M
MT
335
Midwest Trust
Kansas
$24.5M
Tudor Investment Corp
336
Tudor Investment Corp
Connecticut
$24.4M
PFSRSONJ
337
Police & Firemen's Retirement System of New Jersey
New Jersey
$24.2M
SPIA
338
Steward Partners Investment Advisory
New York
$24.2M
AAF
339
Andra AP-fonden
Sweden
$24.1M
PCM
340
PAR Capital Management
Massachusetts
$23.8M
WC
341
Whitney & Co
New York
$23.7M
ACM
342
Argent Capital Management
Missouri
$23.6M
NYLIM
343
New York Life Investment Management
New York
$23.3M
MPI
344
Mairs & Power Inc
Minnesota
$23.3M
QCM
345
QRG Capital Management
Illinois
$23.3M
TI
346
Trexquant Investment
Connecticut
$23.3M
RIM
347
Rakuten Investment Management
Japan
$23.2M
CA
348
Clearstead Advisors
Ohio
$23.2M
BS
349
Banco Santander
Spain
$22.8M
TF
350
Talbot Financial
Washington
$22.8M