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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
PSC
601
Prentiss Smith & Co
Vermont
$6.36M
SWM
602
Sendero Wealth Management
Texas
$6.33M
PCP
603
Pacific Capital Partners
$6.3M
IRAG
604
Investment Research & Advisory Group
Georgia
$6.3M
CCM
605
Condor Capital Management
New Jersey
$6.27M
LAI
606
Legal Advantage Investments
California
$6.26M
TCIIS
607
TIAA-CREF Individual & Institutional Services
New York
$6.21M
TLCM
608
Twin Lakes Capital Management
California
$6.18M
SC
609
Scotia Capital
Ontario, Canada
$6.05M
VCM
610
Voleon Capital Management
California
$6.05M
HWM
611
HB Wealth Management
Georgia
$6.05M
SFI
612
Siemens Fonds Invest
Germany
$6.03M
IA
613
IFP Advisors
Florida
$6M
NPT
614
National Philanthropic Trust
Pennsylvania
$5.99M
Walleye Trading
615
Walleye Trading
New York
$5.95M
LNWTC
616
Laird Norton Wetherby Trust Company
Washington
$5.93M
OLA
617
Oliver Luxxe Assets
New Jersey
$5.92M
SWM
618
Spire Wealth Management
Virginia
$5.89M
SCB
619
Saudi Central Bank
Saudi Arabia
$5.86M
JAFL
620
Jay A. Fishman Ltd
Michigan
$5.84M
TSW
621
Thompson Siegel & Walmsley
Virginia
$5.83M
ACM
622
Ayrshire Capital Management
Connecticut
$5.82M
FCM
623
FJ Capital Management
Virginia
$5.82M
CA
624
Commerzbank Aktiengesellschaft
Germany
$5.74M
CI Investments Inc
625
CI Investments Inc
Ontario, Canada
$5.65M