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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
SC
851
Savant Capital
Illinois
$2.74M
BAM
852
Bayview Asset Management
Florida
$2.72M
LFM
853
LGT Fund Management
Liechtenstein
$2.72M
BCM
854
Bridgeway Capital Management
Texas
$2.72M
FTWA
855
Fifth Third Wealth Advisors
Ohio
$2.71M
WIM
856
WealthPlan Investment Management
Nebraska
$2.71M
CIAS
857
Capital Investment Advisory Services
North Carolina
$2.7M
EWM
858
EPG Wealth Management
Georgia
$2.7M
CC
859
Cypress Capital
Tennessee
$2.7M
LGA
860
Lebenthal Global Advisors
New York
$2.7M
TE
861
Tema ETFs
New York
$2.69M
KA
862
Kozak & Associates
Colorado
$2.68M
DWM
863
Dakota Wealth Management
Florida
$2.68M
VFA
864
Valeo Financial Advisors
Indiana
$2.66M
CCWM
865
Correct Capital Wealth Management
Missouri
$2.66M
LAM
866
L2 Asset Management
Massachusetts
$2.65M
MYLI
867
Meiji Yasuda Life Insurance
Japan
$2.64M
WC
868
Wynn Capital
Georgia
$2.64M
MCA
869
Martin Capital Advisors
Texas
$2.64M
PWW
870
Pettyjohn Wood & White
Virginia
$2.64M
VDI
871
Vaughan David Investments
Illinois
$2.64M
HCCM
872
Hudson Canyon Capital Management
New York
$2.64M
RPC
873
Royal Palms Capital
Montana
$2.63M
AIC
874
Argus Investors Counsel
New York
$2.62M
SB
875
Simmons Bank
Arkansas
$2.62M