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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
626
$4.24M
627
$4.23M
628
$4.21M
629
$4.19M
630
$4.17M
631
$4.15M
632
$4.14M
633
$4.14M
634
$4.14M
635
$4.14M
636
$4.12M
637
$4.08M
638
$4.05M
639
$4M
640
$3.97M
641
$3.95M
642
$3.93M
643
$3.89M
644
$3.89M
645
$3.88M
646
$3.88M
647
$3.84M
648
$3.81M
649
$3.79M
650
$3.78M