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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
EWM
501
Empirical Wealth Management
Washington
$10.9M
BC
502
Burney Company
Virginia
$10.9M
ATC
503
Argent Trust Co
Tennessee
$10.9M
Capital Fund Management (CFM)
504
Capital Fund Management (CFM)
France
$10.9M
NC
505
Nicholas Company
Wisconsin
$10.8M
MGM
506
Manchester Global Management
United Kingdom
$10.6M
PWM
507
Perigon Wealth Management
California
$10.6M
ACG
508
Allen Capital Group
Nebraska
$10.6M
OIMU
509
Osmosis Investment Management UK
United Kingdom
$10.6M
FNT
510
First National Trust
Pennsylvania
$10.3M
IGAM
511
iA Global Asset Management
Quebec, Canada
$10.3M
PP
512
Patten & Patten
Tennessee
$10.3M
CFG
513
Citizens Financial Group
Rhode Island
$10.2M
VAS
514
Vestmark Advisory Solutions
Massachusetts
$10.2M
SB
515
SIG Brokerage
New York
$10.1M
TCCM
516
Timber Creek Capital Management
Massachusetts
$9.94M
MB
517
MidFirst Bank
Oklahoma
$9.91M
SCM
518
Shelton Capital Management
Colorado
$9.87M
PAG
519
Private Advisor Group
New Jersey
$9.87M
CL
520
Choreo LLC
Illinois
$9.77M
GAM
521
Generali Asset Management
Italy
$9.77M
IMRF
522
Illinois Municipal Retirement Fund
Illinois
$9.74M
ECM
523
Evergreen Capital Management
Washington
$9.73M
TIM
524
Thompson Investment Management
Wisconsin
$9.67M
MIM
525
Morningstar Investment Management
Illinois
$9.63M