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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
NED
901
Nancy E. Dempze
$2.41M
AWP
902
Ascent Wealth Partners
New York
$2.41M
SIC
903
Salem Investment Counselors
North Carolina
$2.39M
AGWCA
904
Annis Gardner Whiting Capital Advisors
Florida
$2.39M
AIM
905
Aspen Investment Management
Michigan
$2.38M
CIA
906
Cape Investment Advisory
Georgia
$2.37M
3IP
907
3Chopt Investment Partners
Virginia
$2.37M
UB
908
UMB Bank
Missouri
$2.35M
MUAMU
909
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.35M
TYCC
910
Texas Yale Capital Corp
Florida
$2.33M
QI
911
Qtron Investments
Massachusetts
$2.32M
AAP
912
Arax Advisory Partners
Colorado
$2.32M
CCM
913
Cannon Capital Management
Utah
$2.32M
GP
914
Greenline Partners
New York
$2.29M
VNA
915
Valley National Advisers
Pennsylvania
$2.28M
PA
916
Pinnacle Associates
New York
$2.27M
BCV
917
Banque Cantonale Vaudoise
Switzerland
$2.27M
PWM
918
Power Wealth Management
Georgia
$2.26M
JWA
919
JFS Wealth Advisors
Pennsylvania
$2.25M
DT
920
Diversified Trust
Tennessee
$2.25M
AWM
921
Aviso Wealth Management
Washington
$2.24M
AL
922
Aspiriant LLC
California
$2.23M
LAM
923
LOM Asset Management
$2.22M
KWM
924
Kiker Wealth Management
Georgia
$2.19M
CTA
925
Chesley Taft & Associates
Illinois
$2.18M