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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
CB
551
Commerce Bank
Missouri
$8.22M
CCM
552
Cinctive Capital Management
New York
$8.19M
AAIM
553
American Assets Investment Management
California
$8.15M
RAM
554
Redmond Asset Management
Virginia
$8.01M
LSERS
555
Louisiana State Employees Retirement System
Louisiana
$8M
RCAP
556
Resolute Capital Asset Partners
Colorado
$7.99M
MSRPS
557
Maryland State Retirement & Pension System
Maryland
$7.93M
GIA
558
GHP Investment Advisors
Colorado
$7.89M
OC
559
Oppenheimer & Co
New York
$7.86M
FA
560
Fagan Associates
New York
$7.85M
RCM
561
Radnor Capital Management
Pennsylvania
$7.8M
CICI
562
Capital Investment Counsel Inc
North Carolina
$7.8M
BAMF
563
BI Asset Management Fondsmaeglerselskab
Denmark
$7.78M
MYAM
564
Meiji Yasuda Asset Management
Japan
$7.78M
SFA
565
Spectrum Financial Alliance
Kentucky
$7.75M
MOS
566
MGO One Seven
Ohio
$7.69M
NW
567
NewEdge Wealth
Pennsylvania
$7.65M
CG
568
Caprock Group
Idaho
$7.55M
PTCG
569
Pring Turner Capital Group
California
$7.48M
BP
570
BNP Paribas
France
$7.47M
NMERB
571
New Mexico Educational Retirement Board
New Mexico
$7.39M
SAA
572
Southeast Asset Advisors
Georgia
$7.27M
MIM
573
Marco Investment Management
Georgia
$7.21M
NGA
574
Naples Global Advisors
Florida
$7.1M
EH
575
Equitable Holdings
New York
$7.07M