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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
AUB
426
Atlantic Union Bankshares
Virginia
$15.6M
SOADOR
427
State of Alaska Department of Revenue
Alaska
$15.6M
KAS
428
Kestra Advisory Services
Texas
$15.5M
Empower Advisory Group
429
Empower Advisory Group
Colorado
$15.4M
G
430
GenTrust
Florida
$15.4M
JSA
431
Jacobson & Schmitt Advisors
Wisconsin
$15M
VCM
432
Vivaldi Capital Management
Illinois
$15M
JC
433
Jacobs & Co
California
$14.9M
ECM
434
Elgethun Capital Management
South Dakota
$14.6M
AWMS
435
Advocacy Wealth Management Services
Georgia
$14.3M
AMBIA
436
Allen Mooney & Barnes Investment Advisors
Georgia
$14.2M
BBI
437
Baxter Bros Inc
Connecticut
$14.2M
KCG
438
Kinsale Capital Group
Virginia
$14.1M
TW
439
Trajan Wealth
Arizona
$14.1M
GLR
440
Great Lakes Retirement
Ohio
$14M
MCM
441
MAI Capital Management
Ohio
$14M
WAM
442
Winslow Asset Management
Ohio
$13.9M
1832 Asset Management
443
1832 Asset Management
Ontario, Canada
$13.9M
SCA
444
Snowden Capital Advisors
New York
$13.9M
1M
445
1248 Management
Missouri
$13.7M
TI
446
Think Investments
California
$13.7M
UCFA
447
United Capital Financial Advisors
Texas
$13.7M
MR
448
Munich Reinsurance
$13.7M
BPC
449
Banque Pictet & Cie
Switzerland
$13.7M
MWM
450
Modera Wealth Management
New Jersey
$13.6M