We are live on ! Find out more
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
GIM
726
Goelzer Investment Management
Indiana
$3.98M
BFA
727
Buttonwood Financial Advisors
Maryland
$3.96M
WANY
728
Wealthspire Advisors (New York)
New York
$3.96M
AWM
729
Apollon Wealth Management
South Carolina
$3.95M
QCG
730
Quadrant Capital Group
Ohio
$3.94M
KPWS
731
Kestra Private Wealth Services
Texas
$3.94M
KIM
732
Kestra Investment Management
Texas
$3.9M
HIP
733
HUB Investment Partners
Texas
$3.9M
CWI
734
Conscious Wealth Investments
Florida
$3.89M
MYIA
735
Mount Yale Investment Advisors
Colorado
$3.89M
BIG
736
Brooklyn Investment Group
New York
$3.88M
Walleye Capital
737
Walleye Capital
New York
$3.88M
MCM
738
Mengis Capital Management
Oregon
$3.86M
CC
739
Courier Capital
New York
$3.86M
PHIC
740
Pine Haven Investment Counsel
Massachusetts
$3.83M
FPWM
741
FSB Premier Wealth Management
Iowa
$3.83M
WSFS
742
Wilmington Savings Fund Society
Delaware
$3.8M
BDPWM
743
Barnes Dennig Private Wealth Management
Ohio
$3.79M
FG
744
Fiduciary Group
Georgia
$3.77M
SAMC
745
Spectrum Asset Management (California)
California
$3.76M
MIC
746
Means Investment Company
Maine
$3.75M
RC
747
Roundview Capital
New Jersey
$3.75M
GSWM
748
Greenup Street Wealth Management
Michigan
$3.73M
EOJOAM
749
E. Ohman J:or Asset Management
Sweden
$3.73M
GM
750
GeoWealth Management
Illinois
$3.73M