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SCHW

Charles Schwab

Delisted

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

2,166 hedge funds and large institutions have $139B invested in Charles Schwab in 2025 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 925 increasing their positions, 762 reducing their positions, and 117 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

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.63% less ownership

Funds ownership: 82.89%80.26% (-2.6%)

9% less funds holding in top 10

Funds holding in top 10: 10192 (-9)

19% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $2.16B

Holders
2,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75B
Puts
$2.16B
Net Calls
Net Calls Change

Top Buyers

1 +$582M
2 +$386M
3 +$279M
4
Millennium Management
Millennium Management
New York
+$239M
5
Citigroup
Citigroup
New York
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
801
$3.03M
802
$3.02M
803
$3M
804
$3M
805
$2.98M
806
$2.98M
807
$2.97M
808
$2.97M
809
$2.95M
810
$2.94M
811
$2.91M
812
$2.89M
813
$2.89M
814
$2.88M
815
$2.88M
816
$2.87M
817
$2.86M
818
$2.85M
819
$2.85M
820
$2.85M
821
$2.85M
822
$2.85M
823
$2.84M
824
$2.84M
825
$2.82M