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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
NS
651
NBC Securities
Alabama
$5.01M
UOTTAIMCU
652
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.01M
KeyBank National Association
653
KeyBank National Association
Ohio
$4.98M
SC
654
Sculptor Capital
New York
$4.98M
B
655
Bailard
California
$4.97M
SI
656
Stephens Inc
Arkansas
$4.93M
VFA
657
Voya Financial Advisors
Connecticut
$4.93M
IVP
658
Intrinsic Value Partners
Arizona
$4.92M
CI
659
CX Institutional
Indiana
$4.89M
BCM
660
Brookstone Capital Management
Illinois
$4.86M
ATIA
661
American Trust Investment Advisors
New Hampshire
$4.84M
LS
662
Leelyn Smith
Illinois
$4.82M
CT
663
Colonial Trust
South Carolina
$4.82M
AF
664
Allworth Financial
California
$4.8M
ATPW
665
Ashton Thomas Private Wealth
Arizona
$4.77M
HVIA
666
Hudson Valley Investment Advisors
New York
$4.75M
DWP
667
Daymark Wealth Partners
Ohio
$4.75M
CAL
668
Capital Analysts LLC
Pennsylvania
$4.75M
PFS
669
Prospera Financial Services
Texas
$4.74M
GT
670
Greenleaf Trust
Michigan
$4.73M
DRD
671
Dennis R. Delaney
$4.71M
IAA
672
Independent Advisor Alliance
North Carolina
$4.71M
MJP
673
Michael J. Puzo
$4.66M
NDSIB
674
North Dakota State Investment Board
North Dakota
$4.65M
SCTC
675
Sanibel Captiva Trust Company
Florida
$4.64M