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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
501
$6.15M
502
$6.14M
503
$6.12M
504
$6.07M
505
$6.02M
506
$5.99M
507
$5.99M
508
$5.96M
509
$5.93M
510
$5.89M
511
$5.87M
512
$5.84M
513
$5.77M
514
$5.72M
515
$5.66M
516
$5.61M
517
$5.59M
518
$5.59M
519
$5.59M
520
$5.54M
521
$5.51M
522
$5.49M
523
$5.46M
524
$5.46M
525
$5.43M