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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
VCAM
451
Van Cleef Asset Management
Ohio
$13.6M
FA
452
Financial Avengers
California
$13.2M
CRC
453
Curi RMB Capital
Illinois
$13M
HW
454
Hancock Whitney
Mississippi
$13M
HI
455
Horizon Investments
North Carolina
$12.9M
AAIS
456
ABN AMRO Investment Solutions
$12.9M
PS
457
Principal Securities
Iowa
$12.9M
CIS
458
Connors Investor Services
Pennsylvania
$12.8M
CC
459
Cornerstone Capital
California
$12.8M
Susquehanna International Group
460
Susquehanna International Group
Pennsylvania
$12.7M
TAM
461
Tocqueville Asset Management
New York
$12.7M
MIG
462
McGuire Investment Group
Rhode Island
$12.6M
TRSOTSOK
463
Teachers Retirement System of the State of Kentucky
Kentucky
$12.5M
AF
464
Avanza Fonder
Sweden
$12.5M
GF
465
Gabelli Funds
New York
$12.5M
CAG
466
Crestwood Advisors Group
Massachusetts
$12.5M
ECM
467
ExodusPoint Capital Management
New York
$12.5M
MFIM
468
Mesirow Financial Investment Management
Illinois
$12.5M
PL
469
Parthenon LLC
Kentucky
$12.4M
ACM
470
Advisors Capital Management
New Jersey
$12.3M
JPWM
471
Jamison Private Wealth Management
Georgia
$12.3M
AC
472
Allstate Corporation
Illinois
$12.3M
BCI
473
Brinker Capital Investments
Pennsylvania
$12.3M
GIBU
474
Gulf International Bank (UK)
United Kingdom
$12.3M
OHIS
475
Oak Harvest Investment Services
Texas
$12.2M