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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
LCC
626
Lincoln Capital Corp
Rhode Island
$5.65M
PAI
627
Pittenger & Anderson Inc
Nebraska
$5.61M
PCTC
628
Perkins Coie Trust Company
Washington
$5.6M
IWA
629
IBEX Wealth Advisors
New Jersey
$5.58M
SWP
630
Stratos Wealth Partners
Ohio
$5.58M
TMAM
631
Tokio Marine Asset Management
Japan
$5.57M
BF
632
BOK Financial
Oklahoma
$5.55M
GCM
633
Graham Capital Management
Connecticut
$5.51M
WAC
634
William Allan Corp
Colorado
$5.48M
LC
635
Lincoln Capital
Nebraska
$5.47M
AG
636
AlTi Global
New York
$5.44M
DM
637
Diversified Management
Wisconsin
$5.38M
RP
638
Ravenswood Partners
Virginia
$5.36M
PIM
639
Plato Investment Management
Australia
$5.36M
HI
640
Harrington Investments
California
$5.33M
FAB
641
First American Bank
Illinois
$5.32M
CI
642
Conning Inc
Connecticut
$5.3M
DIM
643
DLK Investment Management
California
$5.28M
AG
644
Algert Global
California
$5.28M
HWAM
645
Hennion & Walsh Asset Management
New Jersey
$5.27M
KPPF
646
Klein Pavlis & Peasley Financial
California
$5.25M
Nomura Holdings
647
Nomura Holdings
Japan
$5.2M
EPW
648
Evolve Private Wealth
California
$5.06M
KFS
649
Kurt F. Somerville
$5.03M
NMIMC
650
Northwestern Mutual Investment Management Company
Wisconsin
$5.02M