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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
ASN
876
Advisory Services Network
Georgia
$2.6M
GC
877
Grimes & Company
Massachusetts
$2.6M
IWC
878
Integrated Wealth Concepts
Massachusetts
$2.6M
JFG
879
Juno Financial Group
Virginia
$2.59M
GBA
880
Garrison Bradford & Associates
New York
$2.57M
CTC
881
Cetera Trust Company
Minnesota
$2.57M
VDC
882
Van Diest Capital
Iowa
$2.57M
CCM
883
Coldstream Capital Management
Washington
$2.54M
MW
884
Maia Wealth
Colorado
$2.53M
SAW
885
Signal Advisors Wealth
Michigan
$2.53M
NG
886
Norden Group
Utah
$2.52M
SC
887
SummitTX Capital
Texas
$2.52M
MK
888
MASTERINVEST Kapitalanlage
$2.52M
CF
889
Centaurus Financial
California
$2.52M
XWM
890
Xcel Wealth Management
Florida
$2.51M
BP
891
Ballentine Partners
Massachusetts
$2.49M
KRS
892
Kentucky Retirement Systems
Kentucky
$2.49M
CT
893
Coastline Trust
Rhode Island
$2.49M
RWA
894
Roberts Wealth Advisors
California
$2.48M
HIS
895
Horizon Investment Services
Indiana
$2.45M
AA
896
Ancora Advisors
Ohio
$2.43M
WCA
897
Westover Capital Advisors
Delaware
$2.43M
MC
898
Machina Capital
France
$2.42M
CAM
899
Columbia Asset Management
Michigan
$2.42M
JSL
900
JT Stratford LLC
Georgia
$2.41M