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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

1,871 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 764 increasing their positions, 681 reducing their positions, and 147 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:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.57% less ownership

Funds ownership: 85.83%84.26% (-1.6%)

10% less funds holding in top 10

Funds holding in top 10: 8879 (-9)

31% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $2.44B

Holders
1,871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68B
Puts
$2.44B
Net Calls
Net Calls Change

Top Buyers

1 +$661M
2 +$300M
3 +$287M
4
Millennium Management
Millennium Management
New York
+$263M
5
Artisan Partners
Artisan Partners
Wisconsin
+$254M

Top Sellers

1 -$1.75B
2 -$456M
3 -$370M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$196M
5
JP Morgan Chase
JP Morgan Chase
New York
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
426
$9.32M
427
$9.32M
428
$9.31M
429
$9.26M
430
$9.22M
431
$9.21M
432
$9.15M
433
$9.11M
434
$9.04M
435
$8.85M
436
$8.79M
437
$8.74M
438
$8.73M
439
$8.71M
440
$8.63M
441
$8.55M
442
$8.54M
443
$8.43M
444
$8.42M
445
$8.35M
446
$8.32M
447
$8.28M
448
$8.28M
449
$8.23M
450
$8.2M