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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,020 hedge funds and large institutions have $120B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 887 increasing their positions, 666 reducing their positions, and 136 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 1,9792,020 (+41)

0.15% less ownership

Funds ownership: 84%83.85% (-0.15%)

13% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.71B

Holders
2,020
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49B
Puts
$1.71B
Net Calls
Net Calls Change

Top Buyers

1 +$1.75B
2 +$1.56B
3 +$1.44B
4
BlackRock
BlackRock
New York
+$1.41B
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04B
Name Holding Trade Value Shares
Change
Change in
Stake
601
$4.6M
602
$4.55M
603
$4.54M
604
$4.54M
605
$4.52M
606
$4.51M
607
$4.51M
608
$4.51M
609
$4.47M
610
$4.47M
611
$4.44M
612
$4.43M
613
$4.41M
614
$4.39M
615
$4.38M
616
$4.36M
617
$4.36M
618
$4.35M
619
$4.34M
620
$4.3M
621
$4.28M
622
$4.27M
623
$4.25M
624
$4.24M
625
$4.24M