We are live on ! Find out more
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
1026
$947K
1027
$939K
1028
$928K
1029
$919K
1030
$917K
1031
$915K
1032
$911K
1033
$908K
1034
$901K
1035
$898K
1036
$894K
1037
$893K
1038
$887K
1039
$885K
1040
$885K
1041
$883K
1042
$878K
1043
$872K
1044
$870K
1045
$868K
1046
$868K
1047
$867K
1048
$867K
1049
$866K
1050
$865K