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SCHW

Charles Schwab

Delisted

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

1,172 hedge funds and large institutions have $50.1B invested in Charles Schwab in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 384 increasing their positions, 452 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.84% more ownership

Funds ownership: 78.27%82.1% (+3.8%)

2% more call options, than puts

Call options by funds: $341M | Put options by funds: $334M

15% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 452

Holders
1,172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341M
Puts
$334M
Net Calls
Net Calls Change

Top Buyers

1 +$404M
2 +$259M
3 +$250M
4
JP Morgan Chase
JP Morgan Chase
New York
+$228M
5
Dodge & Cox
Dodge & Cox
California
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
951
$234K
952
$233K
953
$230K
954
$230K
955
$226K
956
$224K
957
$224K
958
$223K
959
$223K
960
$221K
961
$219K
962
$218K
963
$217K
964
$217K
965
$217K
966
$216K
967
$216K
968
$216K
969
$214K
970
$213K
971
$212K
972
$210K
973
$210K
974
$209K
975
$205K