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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
OBAM
776
ODDO BHF Asset Management
France
$3.46M
SIA
777
SGL Investment Advisors
Montana
$3.46M
IC
778
Inkwell Capital
Florida
$3.44M
BFG
779
Bleakley Financial Group
New Jersey
$3.39M
CBT
780
Central Bank & Trust
Kentucky
$3.39M
AC
781
Annandale Capital
Texas
$3.37M
LW
782
Linscomb Wealth
Texas
$3.37M
ECM
783
Everence Capital Management
Indiana
$3.36M
RCA
784
Resonant Capital Advisors
Wisconsin
$3.35M
MGIA
785
Moneta Group Investment Advisors
Missouri
$3.34M
BBHC
786
Brown Brothers Harriman & Co
New York
$3.34M
CIP
787
Convergence Investment Partners
Florida
$3.32M
SWP
788
Strategic Wealth Partners
Ohio
$3.29M
CA
789
CSM Advisors
Pennsylvania
$3.28M
WB
790
Webster Bank
Connecticut
$3.28M
NO
791
Ninety One
South Africa
$3.27M
TRCT
792
Tower Research Capital (TRC)
New York
$3.27M
JIC
793
Johnson Investment Counsel
Ohio
$3.24M
TCPW
794
Twin City Private Wealth
North Carolina
$3.21M
VSQM
795
V-Square Quantitative Management
Illinois
$3.21M
CWA
796
Crux Wealth Advisors
California
$3.21M
CIA
797
Choate Investment Advisors
Massachusetts
$3.2M
FAP
798
Financial Advisory Partners
Florida
$3.2M
MAS
799
Meeder Advisory Services
Ohio
$3.2M
CIA
800
Cascade Investment Advisors
Oregon
$3.19M