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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
GCP
826
Gill Capital Partners
Colorado
$2.98M
CAI
827
Capital Advisors Inc
Oklahoma
$2.97M
SIAP
828
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.95M
RBI
829
Raiffeisen Bank International
Austria
$2.95M
JSSH
830
J. Safra Sarasin Holding
$2.94M
BCB
831
Brian C. Broderick
$2.94M
OTL
832
Oak Thistle LLC
New York
$2.93M
MAA
833
Mraz Amerine & Associates
California
$2.91M
HCA
834
Harbor Capital Advisors
Illinois
$2.89M
GI
835
GAMCO Investors
Connecticut
$2.89M
WIA
836
Westview Investment Advisors
Vermont
$2.88M
SSI
837
Scott & Selber Inc
Texas
$2.87M
ISB
838
Iowa State Bank
Iowa
$2.84M
NME
839
Notis-McConarty Edward
$2.84M
JGC
840
J. Goldman & Co
New York
$2.82M
CCS
841
Concentric Capital Strategies
Connecticut
$2.82M
SHA
842
Seneca House Advisors
Virginia
$2.82M
MVA
843
Mount Vernon Associates
Maryland
$2.8M
PAS
844
Parsonex Advisory Services
Colorado
$2.8M
Capstone Investment Advisors
845
Capstone Investment Advisors
New York
$2.8M
HIMS
846
Hager Investment Management Services
New Hampshire
$2.79M
RWM
847
Ritholtz Wealth Management
New York
$2.79M
KA
848
Kintegral Advisory
New York
$2.78M
CII
849
Capital International Inc
California
$2.78M
CNC
850
Canandaigua National Corp
New York
$2.77M