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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
SC
751
Sepio Capital
Utah
$3.72M
GVAG
752
Great Valley Advisor Group
Delaware
$3.71M
FFG
753
Fiduciary Financial Group
California
$3.69M
LGF
754
LGT Group Foundation
Liechtenstein
$3.68M
MW
755
Marble Wealth
Alabama
$3.68M
VI
756
Vestcor Inc
New Brunswick, Canada
$3.67M
SWM
757
Sculati Wealth Management
Michigan
$3.66M
PAMP
758
Polar Asset Management Partners
Ontario, Canada
$3.64M
AIM
759
Anchor Investment Management
South Carolina
$3.63M
PCIG
760
Partners Capital Investment Group
Massachusetts
$3.63M
SCI
761
Stableford Capital II
Arizona
$3.61M
HAG
762
HF Advisory Group
Maryland
$3.61M
Vontobel Holding
763
Vontobel Holding
Switzerland
$3.6M
SWK
764
Stephen W. Kidder
$3.6M
NCM
765
Nelson Capital Management
California
$3.56M
SCA
766
Stonebridge Capital Advisors
Minnesota
$3.56M
SF
767
Summit Financial
New Jersey
$3.56M
TCM
768
Twin Capital Management
Pennsylvania
$3.55M
SAI
769
Savvy Advisors Inc
New York
$3.54M
FSBI
770
Fearless Solutions (Best Invest)
Texas
$3.52M
GI
771
GS Investments
Minnesota
$3.52M
AT
772
American Trust
Kentucky
$3.52M
IAN
773
Integrated Advisors Network
Texas
$3.52M
Envestnet Portfolio Solutions
774
Envestnet Portfolio Solutions
Illinois
$3.5M
AC
775
Asio Capital
Kentucky
$3.5M