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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
976
$204K
977
$204K
978
$203K
979
$202K
980
$202K
981
$201K
982
$200K
983
$200K
984
$197K
985
$194K
986
$188K
987
$187K
988
$187K
989
$183K
990
$183K
991
$182K
992
$176K
993
$171K
994
$170K
995
$168K
996
$164K
997
$162K
998
$160K
999
$155K
1000
$152K