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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
TI
401
Tidal Investments
Wisconsin
$17.4M
OAM
402
OP Asset Management
$17.3M
HTHT
403
Hemenway Trust Hemenway Trust
New Hampshire
$17.3M
CIM
404
Courant Investment Management
Tennessee
$17.2M
Wealthfront Advisers
405
Wealthfront Advisers
California
$17.2M
AG
406
AIA Group
Hong Kong
$17.1M
LIM
407
Lathrop Investment Management
Arkansas
$17.1M
JF
408
Jump Financial
Illinois
$17.1M
DC
409
Davenport & Co
Virginia
$17M
ETC
410
Exchange Traded Concepts
Oklahoma
$17M
YCM
411
Yousif Capital Management
Michigan
$16.9M
MMC
412
Mizuho Markets Cayman
Cayman Islands
$16.8M
TH
413
TCTC Holdings
Texas
$16.8M
AAIM
414
Asset Advisors Investment Management
Georgia
$16.6M
PCM
415
Poehling Capital Management
Wisconsin
$16.6M
VWM
416
Venturi Wealth Management
Texas
$16.4M
P
417
&Partners
Tennessee
$16.3M
Cambridge Investment Research Advisors
418
Cambridge Investment Research Advisors
Iowa
$16.2M
HWM
419
HFR Wealth Management
New York
$16M
AI
420
Atria Investments
North Carolina
$16M
GF
421
Goodman Financial
Texas
$15.8M
BCM
422
Blume Capital Management
California
$15.8M
Mirae Asset Global ETFs Holdings
423
Mirae Asset Global ETFs Holdings
Hong Kong
$15.7M
PP
424
Prudential plc
United Kingdom
$15.7M
AV
425
ASR Vermogensbeheer
Netherlands
$15.7M