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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
CNC
951
Citizens & Northern Corp
Pennsylvania
$2.01M
WCM
952
Whitener Capital Management
North Carolina
$2M
PI
953
Pettee Investors
Connecticut
$2M
BPIM
954
Brant Point Investment Management
New York
$1.98M
JFG
955
Jefferies Financial Group
New York
$1.98M
VVP
956
Venture Visionary Partners
Ohio
$1.97M
RFC
957
Regions Financial Corp
Alabama
$1.95M
RA
958
RiverPark Advisors
New York
$1.95M
ONB
959
Old National Bancorp
Indiana
$1.95M
CRM
960
Cramer Rosenthal McGlynn
Connecticut
$1.93M
SA
961
SPWM Advisors
Michigan
$1.93M
AFG
962
Atomi Financial Group
New York
$1.93M
FIM
963
FWL Investment Management
Texas
$1.92M
BPCE
964
Bank Pictet & Cie (Europe)
Germany
$1.91M
CT
965
Caldwell Trust
Florida
$1.91M
MC
966
Moors & Cabot
Massachusetts
$1.91M
RBWA
967
RFG - Bristol Wealth Advisors
Massachusetts
$1.91M
MNBTD
968
Moody National Bank Trust Division
Texas
$1.9M
IG
969
ING Group
Netherlands
$1.89M
GC
970
Garde Capital
Washington
$1.87M
NB
971
NBT Bank
New York
$1.87M
LCM
972
LRT Capital Management
Texas
$1.87M
FRA
973
Frank Rimerman Advisors
California
$1.86M
CPC
974
Cookson Peirce & Co
Pennsylvania
$1.86M
DWM
975
Dynasty Wealth Management
Florida
$1.86M