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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
QC
676
Quadrature Capital
United Kingdom
$4.64M
EF
677
Empirical Finance
Pennsylvania
$4.62M
HZ
678
Hixon Zuercher
Ohio
$4.59M
AWA
679
ARQ Wealth Advisors
Arizona
$4.58M
LOAMS
680
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.54M
NB
681
Nicolet Bankshares
Wisconsin
$4.53M
BFIC
682
Bedell Frazier Investment Counselling
California
$4.52M
OIA
683
OneDigital Investment Advisors
Kansas
$4.52M
LC
684
Lakehouse Capital
Australia
$4.51M
MCC
685
Malaga Cove Capital
California
$4.51M
AWM
686
AE Wealth Management
Kansas
$4.51M
HPCM
687
Hunter Perkins Capital Management
Illinois
$4.5M
CIC
688
Chase Investment Counsel
Virginia
$4.47M
QPWM
689
Quadrant Private Wealth Management
Pennsylvania
$4.47M
CYG
690
Clean Yield Group
Vermont
$4.44M
FNA
691
First National Advisers
Nebraska
$4.44M
IPAM
692
ICICI Prudential Asset Management
India
$4.42M
TCM
693
Tandem Capital Management
New Jersey
$4.42M
SGA
694
Strategic Global Advisors
California
$4.38M
RPC
695
Rossmore Private Capital
Connecticut
$4.37M
MSR
696
Main Street Research
Connecticut
$4.36M
GI
697
GAMMA Investing
California
$4.35M
MSA
698
MUFG Securities Americas
New York
$4.34M
CFSG
699
Community Financial Services Group
Vermont
$4.3M
TG
700
TCW Group
California
$4.28M