We are live on ! Find out more
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
ES
926
Element Squared
Minnesota
$2.18M
SAM
927
Smartleaf Asset Management
Massachusetts
$2.16M
IAS
928
Investment Advisory Services
Texas
$2.16M
TAM
929
Tealwood Asset Management
Minnesota
$2.16M
CHC
930
City Holding Co
West Virginia
$2.16M
FRM
931
Fox Run Management
Connecticut
$2.15M
HP
932
Havemeyer Place
Connecticut
$2.14M
KJHP
933
K.J. Harrison & Partners
Ontario, Canada
$2.14M
TP
934
TritonPoint Partners
Maryland
$2.14M
DIS
935
Diversified Investment Strategies
Louisiana
$2.13M
TWC
936
TD Waterhouse Canada
Ontario, Canada
$2.12M
BA
937
Bridgewater Associates
Connecticut
$2.12M
UPS
938
UHLMANN PRICE SECURITIES
Illinois
$2.12M
WWM
939
Wolff Wiese Magana
California
$2.12M
DAS
940
Dynamic Advisor Solutions
Arizona
$2.1M
PVI
941
Pine Valley Investments
New Jersey
$2.07M
1SB
942
1ST Source Bank
Indiana
$2.07M
HSA
943
HBK Sorce Advisory
Pennsylvania
$2.06M
ESB
944
Essex Savings Bank
Connecticut
$2.05M
PFA
945
Professional Financial Advisors
Nebraska
$2.05M
RP
946
Riverwater Partners
Wisconsin
$2.04M
KFSC
947
Keystone Financial Services (Colorado)
Colorado
$2.04M
SS
948
Sunbelt Securities
Texas
$2.02M
WCBA
949
Weaver C. Barksdale & Associates
Tennessee
$2.02M
MA
950
Modus Advisors
Minnesota
$2.01M