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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

1,872 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 765 increasing their positions, 682 reducing their positions, and 147 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.58% less ownership

Funds ownership: 85.84%84.26% (-1.6%)

10% less funds holding in top 10

Funds holding in top 10: 8879 (-9)

31% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $2.44B

Holders
1,872
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68B
Puts
$2.44B
Net Calls
Net Calls Change

Top Buyers

1 +$661M
2 +$300M
3 +$287M
4
Millennium Management
Millennium Management
New York
+$263M
5
Artisan Partners
Artisan Partners
Wisconsin
+$254M

Top Sellers

1 -$1.75B
2 -$456M
3 -$370M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$196M
5
JP Morgan Chase
JP Morgan Chase
New York
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
1001
$1,000K
1002
$994K
1003
$993K
1004
$991K
1005
$990K
1006
$988K
1007
$988K
1008
$986K
1009
$985K
1010
$983K
1011
$982K
1012
$982K
1013
$977K
1014
$976K
1015
$971K
1016
$969K
1017
$961K
1018
$961K
1019
$960K
1020
$958K
1021
$954K
1022
$951K
1023
$951K
1024
$950K
1025
$949K