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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
851
$2.61M
852
$2.59M
853
$2.57M
854
$2.56M
855
$2.53M
856
$2.53M
857
$2.52M
858
$2.51M
859
$2.51M
860
$2.5M
861
$2.49M
862
$2.48M
863
$2.48M
864
$2.48M
865
$2.48M
866
$2.47M
867
$2.46M
868
$2.45M
869
$2.45M
870
$2.42M
871
$2.42M
872
$2.41M
873
$2.41M
874
$2.4M
875
$2.4M