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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,020 hedge funds and large institutions have $120B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 887 increasing their positions, 666 reducing their positions, and 136 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:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 1,9792,020 (+41)

0.15% less ownership

Funds ownership: 84%83.85% (-0.15%)

13% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.71B

Holders
2,020
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49B
Puts
$1.71B
Net Calls
Net Calls Change

Top Buyers

1 +$1.75B
2 +$1.56B
3 +$1.44B
4
BlackRock
BlackRock
New York
+$1.41B
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04B
Name Holding Trade Value Shares
Change
Change in
Stake
776
$2.39M
777
$2.38M
778
$2.38M
779
$2.37M
780
$2.37M
781
$2.37M
782
$2.36M
783
$2.36M
784
$2.35M
785
$2.35M
786
$2.35M
787
$2.34M
788
$2.34M
789
$2.32M
790
$2.32M
791
$2.31M
792
$2.3M
793
$2.3M
794
$2.3M
795
$2.3M
796
$2.28M
797
$2.28M
798
$2.28M
799
$2.28M
800
$2.25M