We are live on ! Find out more
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
951
$1.34M
952
$1.33M
953
$1.33M
954
$1.33M
955
$1.32M
956
$1.31M
957
$1.31M
958
$1.31M
959
$1.31M
960
$1.3M
961
$1.3M
962
$1.29M
963
$1.29M
964
$1.28M
965
$1.27M
966
$1.27M
967
$1.27M
968
$1.27M
969
$1.27M
970
$1.27M
971
$1.27M
972
$1.26M
973
$1.26M
974
$1.26M
975
$1.25M