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
BLC
976
Brown, Lisle/Cummings
Rhode Island
$1.84M
CAG
977
Csenge Advisory Group
Florida
$1.83M
WPC
978
Wedmont Private Capital
Pennsylvania
$1.83M
AC
979
Arjuna Capital
North Carolina
$1.82M
CSIC
980
Clifford Swan Investment Counsel
California
$1.8M
JWM
981
Jeppson Wealth Management
California
$1.79M
PWP
982
Perfromance Wealth Partners
Illinois
$1.79M
CAM
983
Cidel Asset Management
Ontario, Canada
$1.78M
TF
984
TLWM Financial
Texas
$1.78M
FPAS
985
Focus Partners Advisor Solutions
Missouri
$1.77M
PCIA
986
Prime Capital Investment Advisors
Kansas
$1.77M
ZIG
987
Zullo Investment Group
Pennsylvania
$1.77M
WBC
988
Westpac Banking Corp
Australia
$1.76M
IAS
989
Insigneo Advisory Services
Florida
$1.76M
CW
990
CreativeOne Wealth
Kansas
$1.76M
MWC
991
MBM Wealth Consultants
Missouri
$1.76M
JC
992
JB Capital
Connecticut
$1.75M
HBT
993
Hills Bank & Trust
Iowa
$1.74M
SPC
994
Sigma Planning Corp
Michigan
$1.74M
RC
995
RBF Capital
California
$1.74M
SWP
996
Sagespring Wealth Partners
Tennessee
$1.74M
VIA
997
Virtus Investment Advisers
Connecticut
$1.72M
WWM
998
WT Wealth Management
Arizona
$1.71M
LIP
999
Lighthouse Investment Partners
Florida
$1.71M
GC
1000
Guggenheim Capital
Illinois
$1.71M