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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
DCM
701
Delta Capital Management
New Jersey
$4.26M
SAM
702
Securian Asset Management
Minnesota
$4.26M
VIA
703
Victrix Investment Advisors
Florida
$4.25M
MCM
704
Maltese Capital Management
New York
$4.25M
PAS
705
Park Avenue Securities
New York
$4.24M
AF
706
Alerus Financial
North Dakota
$4.23M
KRSITF
707
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.22M
HNB
708
Huntington National Bank
Ohio
$4.21M
DWM
709
Destination Wealth Management
California
$4.21M
CCG
710
Chatham Capital Group
Georgia
$4.2M
SA
711
SAM Advisors
California
$4.2M
GAM
712
Gotham Asset Management
New York
$4.18M
LIA
713
LS Investment Advisors
Michigan
$4.17M
MMA
714
Miracle Mile Advisors
California
$4.15M
ECAM
715
East Coast Asset Management
Massachusetts
$4.15M
MA
716
Montag & Associates
Georgia
$4.13M
1WA
717
180 Wealth Advisors
Washington
$4.12M
DWT
718
Dorsey & Whitney Trust
South Dakota
$4.04M
TPCW
719
TD Private Client Wealth
New York
$4.04M
SAM
720
Secure Asset Management
Michigan
$4.04M
PA
721
Parallel Advisors
California
$4.02M
RSC
722
Red Spruce Capital
Pennsylvania
$4.02M
LWA
723
Lantern Wealth Advisors
New York
$4.01M
CIA
724
Concurrent Investment Advisors
Florida
$4M
EBWM
725
Eagle Bluffs Wealth Management
Missouri
$4M