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SCHW

Charles Schwab

Delisted

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

2,020 hedge funds and large institutions have $120B invested in Charles Schwab in 2025 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 887 increasing their positions, 666 reducing their positions, and 136 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 1,9792,020 (+41)

0.15% less ownership

Funds ownership: 84%83.85% (-0.15%)

13% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.71B

Holders
2,020
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49B
Puts
$1.71B
Net Calls
Net Calls Change

Top Buyers

1 +$1.75B
2 +$1.56B
3 +$1.44B
4
BlackRock
BlackRock
New York
+$1.41B
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04B
Name Holding Trade Value Shares
Change
Change in
Stake
926
$1.46M
927
$1.44M
928
$1.44M
929
$1.44M
930
$1.44M
931
$1.44M
932
$1.43M
933
$1.42M
934
$1.41M
935
$1.4M
936
$1.39M
937
$1.39M
938
$1.39M
939
$1.39M
940
$1.38M
941
$1.38M
942
$1.38M
943
$1.36M
944
$1.36M
945
$1.35M
946
$1.35M
947
$1.35M
948
$1.35M
949
$1.34M
950
$1.34M