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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
FDP
801
Financiere des Professionnels
Quebec, Canada
$3.17M
GGI
802
GPM Growth Investors
Michigan
$3.16M
QT
803
Quantbot Technologies
New York
$3.16M
CWM
804
Chemistry Wealth Management
New York
$3.15M
CPIG
805
Chicago Partners Investment Group
Illinois
$3.14M
LCM
806
Laurion Capital Management
New York
$3.12M
CAMG
807
CWA Asset Management Group
Florida
$3.11M
VT
808
Vise Technologies
New York
$3.11M
CCP
809
Carmel Capital Partners
California
$3.09M
EMB
810
Elefante Mark B
$3.09M
SFO
811
Stenger Family Office
Illinois
$3.08M
GAG
812
GM Advisory Group
New York
$3.08M
AWA
813
Aaron Wealth Advisors
Illinois
$3.07M
GSEP
814
Golden State Equity Partners
California
$3.07M
S
815
SignatureFD
Georgia
$3.07M
DWM
816
Diversify Wealth Management
Utah
$3.06M
DLCIG
817
D.L. Carlson Investment Group
New Hampshire
$3.06M
CSP
818
Cary Street Partners
Virginia
$3.05M
FWM
819
Finer Wealth Management
Massachusetts
$3.05M
BFG
820
Beacon Financial Group
Texas
$3.04M
SAM
821
Smithbridge Asset Management
Pennsylvania
$3.01M
CWM
822
Compass Wealth Management
Connecticut
$3M
HA
823
Harfst & Associates
Wyoming
$3M
SWA
824
Strata Wealth Advisors
Texas
$2.99M
CCM
825
Chaney Capital Management
Washington
$2.98M