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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
GHAM
576
Gilman Hill Asset Management
Connecticut
$6.99M
MFG
577
Merit Financial Group
Georgia
$6.89M
DILIC
578
Dai-ichi Life Insurance Company
Japan
$6.87M
KBFS
579
Kohmann Bosshard Financial Services
Ohio
$6.84M
KCPG
580
Kavar Capital Partners Group
Kansas
$6.81M
BCAM
581
Boston Common Asset Management
Massachusetts
$6.79M
MGP
582
Metis Global Partners
California
$6.75M
WIS
583
Wright Investors Service
Connecticut
$6.75M
SWM
584
Salvus Wealth Management
New Jersey
$6.74M
FFA
585
Farther Finance Advisors
California
$6.74M
CCG
586
Cloverfields Capital Group
Minnesota
$6.68M
BCM
587
Birch Capital Management
Texas
$6.64M
CPBTD
588
Central Pacific Bank - Trust Division
Hawaii
$6.6M
ARG
589
Advisory Resource Group
Oklahoma
$6.58M
CBB
590
Citizens Business Bank
California
$6.57M
AP
591
Americana Partners
Texas
$6.54M
MAM
592
Mark Asset Management
New York
$6.53M
BPWM
593
Badgley Phelps Wealth Managers
Washington
$6.49M
SP
594
SIH Partners
Delaware
$6.47M
MSE
595
MUFG Securities EMEA
United Kingdom
$6.44M
EMPI
596
Elo Mutual Pension Insurance
Finland
$6.41M
AWA
597
Arkadios Wealth Advisors
Georgia
$6.4M
ALMGDA
598
AG2R La Mondiale Gestion d'Actifs
France
$6.39M
LG
599
LaFleur & Godfrey
Michigan
$6.38M
KF
600
Krilogy Financial
Missouri
$6.37M