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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
PL
1001
Perpetual Ltd
Australia
$1.71M
CFG
1002
Cooper Financial Group
California
$1.71M
LAM
1003
Lummis Asset Management
Texas
$1.69M
SP
1004
Sarasin & Partners
United Kingdom
$1.69M
SW
1005
SVB Wealth
Massachusetts
$1.69M
BOH
1006
Bank of Hawaii
Hawaii
$1.69M
EWA
1007
EverSource Wealth Advisors
Alabama
$1.68M
SSA
1008
Shepherd Street Advisors
California
$1.68M
WF
1009
Whelan Financial
California
$1.68M
LBA
1010
Letko, Brosseau & Associates
Quebec, Canada
$1.67M
GAM
1011
Groupama Asset Management
France
$1.66M
BCWM
1012
Bartlett & Co Wealth Management
Ohio
$1.65M
PWA
1013
Providence Wealth Advisors
Illinois
$1.65M
HFS
1014
Howard Financial Services
Texas
$1.64M
F8IS
1015
Figure 8 Investment Strategies
Idaho
$1.63M
FCBT
1016
First Citizens Bank & Trust
North Carolina
$1.63M
DSC
1017
Daytona Street Capital
Missouri
$1.63M
SWA
1018
Stratos Wealth Advisors
Ohio
$1.62M
WA
1019
Wealth Alliance
New York
$1.62M
KFAS
1020
Keating Financial Advisory Services
Kansas
$1.62M
LFG
1021
Larson Financial Group
Missouri
$1.62M
HPC
1022
HM Payson & Co
Maine
$1.62M
EFG
1023
Embree Financial Group
Illinois
$1.62M
SG
1024
Sienna Gestion
France
$1.6M
WS
1025
Wedbush Securities
California
$1.6M