We are live on ! Find out more
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
1026
$88.7K
1027
$86K
1028
$86K
1029
$85K
1030
$85K
1031
$84K
1032
$83K
1033
$81K
1034
$78K
1035
$72K
1036
$72K
1037
$69K
1038
$67K
1039
$67K
1040
$64K
1041
$64K
1042
$64K
1043
$63K
1044
$63K
1045
$63K
1046
$61K
1047
$60K
1048
$59K
1049
$58K
1050
$58K