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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
DS
351
Dudley & Shanley
Florida
$22.6M
Point72 Asset Management
352
Point72 Asset Management
Connecticut
$22.6M
NIM
353
NEOS Investment Management
Connecticut
$22.5M
BWP
354
Barlow Wealth Partners
Kentucky
$22.5M
CPCPP
355
Canada Post Corporation Pension Plan
Canada
$22.3M
PNC
356
Park National Corp
Ohio
$22.3M
GHA
357
GW Henssler & Associates
Georgia
$22.2M
DIA
358
Davidson Investment Advisors
Montana
$22.2M
SMDAM
359
Sumitomo Mitsui DS Asset Management
Japan
$22.1M
EIP
360
Epoch Investment Partners
New York
$21.6M
BPA
361
Beacon Pointe Advisors
California
$21.5M
RWP
362
RWA Wealth Partners
Massachusetts
$21.4M
GC
363
Gillson Capital
Illinois
$21.4M
Caisse de Depot et Placement du Quebec (CDPQ)
364
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.4M
EHC
365
Everett Harris & Co
California
$21.3M
CFO
366
Callan Family Office
Pennsylvania
$21.2M
IC
367
IEQ Capital
California
$21.2M
ELC
368
Edgar Lomax Company
Virginia
$21M
Public Employees Retirement Association of Colorado
369
Public Employees Retirement Association of Colorado
Colorado
$20.8M
NAM
370
Nissay Asset Management
Japan
$20.3M
WPW
371
Warther Private Wealth
Ohio
$20.2M
LOPW
372
Live Oak Private Wealth
North Carolina
$20.2M
CCM
373
Cohen Capital Management
California
$20.1M
STA
374
Summit Trail Advisors
New York
$19.8M
M&T Bank
375
M&T Bank
New York
$19.4M