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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
EF
376
Empowered Funds
Pennsylvania
$19.3M
PTPFOECYE
377
PBU - The Pension Fund of Early Childhood & Youth Educators
$19.3M
VPIM
378
Vanguard Personalized Indexing Management
California
$19.3M
AC
379
Addenda Capital
Quebec, Canada
$19.2M
PWP
380
Private Wealth Partners
California
$19.2M
Pathstone Holdings
381
Pathstone Holdings
New Jersey
$19.2M
Hudson Bay Capital Management
382
Hudson Bay Capital Management
Connecticut
$18.9M
SA
383
Sanctuary Advisors
Indiana
$18.9M
VIM
384
Vinva Investment Management
Australia
$18.8M
VF
385
Vest Financial
Virginia
$18.8M
PGFC
386
Peapack-Gladstone Financial Corp
New Jersey
$18.6M
UAS
387
United Asset Strategies
New York
$18.5M
PFM
388
Premier Fund Managers
United Kingdom
$18.4M
FFA
389
First Foundation Advisors
California
$18.4M
PMG
390
ProVise Management Group
Florida
$18.2M
WIA
391
World Investment Advisors
California
$18.2M
BMSSC
392
B. Metzler seel. Sohn & Co
Germany
$18.1M
WWA
393
WCG Wealth Advisors
Nevada
$18.1M
MAM
394
Martingale Asset Management
Massachusetts
$18M
OPERF
395
Oregon Public Employees Retirement Fund
Oregon
$18M
EIA
396
Edgemoor Investment Advisors
Maryland
$17.8M
MOACM
397
Mutual of America Capital Management
New York
$17.7M
EI
398
Ethic Inc
New York
$17.5M
CIC
399
Cutler Investment Counsel
Oregon
$17.5M
PFPG
400
Pinnacle Financial Partners (Georgia)
Georgia
$17.4M