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SCHW

Charles Schwab

Delisted

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

1,172 hedge funds and large institutions have $50.1B invested in Charles Schwab in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 384 increasing their positions, 452 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.84% more ownership

Funds ownership: 78.27%82.1% (+3.8%)

2% more call options, than puts

Call options by funds: $341M | Put options by funds: $334M

15% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 452

Holders
1,172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341M
Puts
$334M
Net Calls
Net Calls Change

Top Buyers

1 +$404M
2 +$259M
3 +$250M
4
JP Morgan Chase
JP Morgan Chase
New York
+$228M
5
Dodge & Cox
Dodge & Cox
California
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
851
$363K
852
$362K
853
$360K
854
$360K
855
$358K
856
$358K
857
$357K
858
$355K
859
$353K
860
$351K
861
$351K
862
$347K
863
$346K
864
$343K
865
$343K
866
$341K
867
$338K
868
$338K
869
$337K
870
$337K
871
$333K
872
$332K
873
$331K
874
$330K
875
$330K