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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
GGH
526
GCM Grosvenor Holdings
Illinois
$9.57M
NB
527
Norinchukin Bank
Japan
$9.49M
MSU
528
Mizuho Securities USA
New York
$9.49M
RG
529
Rathbones Group
United Kingdom
$9.47M
ANTB
530
AMG National Trust Bank
Colorado
$9.41M
SC
531
Skylands Capital
Wisconsin
$9.37M
CIG
532
Cullen Investment Group
Louisiana
$9.35M
AG
533
Advocate Group
Minnesota
$9.24M
DIA
534
Dana Investment Advisors
Wisconsin
$9.15M
UF
535
Univest Financial
Pennsylvania
$9.14M
GWM
536
Geneos Wealth Management
Colorado
$9.07M
ACA
537
Aptus Capital Advisors
Alabama
$9.06M
CDDEC
538
Caisse Des Depots Et Consignations
France
$9.05M
HIMCH
539
Hartford Investment Management Co (HIMCO)
Connecticut
$8.98M
LI
540
Lafayette Investments
Maryland
$8.91M
GLA
541
Great Lakes Advisors
Illinois
$8.9M
KIA
542
KCM Investment Advisors
California
$8.77M
BWP
543
Baldwin Wealth Partners
Massachusetts
$8.74M
ACP
544
Aviance Capital Partners
Florida
$8.62M
SIM
545
Seaview Investment Managers
Florida
$8.58M
IMC Chicago
546
IMC Chicago
Illinois
$8.52M
A
547
Allianz
Germany
$8.5M
CTA
548
Colonial Trust Advisors
South Carolina
$8.45M
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$8.41M
MA
550
Mezzasalma Advisors
New Jersey
$8.32M