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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
NA
476
NewEdge Advisors
Louisiana
$12.2M
IMCOOI
477
Investment Management Corp of Ontario (IMCO)
Canada
$12.2M
OAC
478
OMERS Administration Corp
Ontario, Canada
$12.1M
AG
479
Ascent Group
Virginia
$12.1M
WA
480
Waverly Advisors
Alabama
$12M
UM
481
UniSuper Management
Australia
$12M
OAM
482
Oppenheimer Asset Management
New York
$12M
BAAM
483
Baker Avenue Asset Management
California
$11.9M
IIC
484
Ironwood Investment Counsel
Arizona
$11.9M
HDIM
485
Hanson & Doremus Investment Management
Vermont
$11.9M
SVCP
486
Silicon Valley Capital Partners
California
$11.8M
BRCM
487
Bright Rock Capital Management
Massachusetts
$11.7M
TBA
488
Tower Bridge Advisors
Pennsylvania
$11.6M
MCM
489
Moore Capital Management
New York
$11.6M
M
490
MOTCO
Texas
$11.6M
FMC
491
First Merchants Corp
Indiana
$11.6M
CCP
492
Clarkston Capital Partners
Michigan
$11.5M
WTC
493
WhitTier Trust Company
Nevada
$11.5M
WIA
494
Westbourne Investment Advisors
Maryland
$11.5M
GT
495
Glenview Trust
Kentucky
$11.3M
WCM
496
Westend Capital Management
California
$11.3M
MGP
497
M&G plc
United Kingdom
$11.3M
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$11.3M
FNBOO
499
First National Bank of Omaha
Nebraska
$11M
BHPW
500
Beverly Hills Private Wealth
California
$11M