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SCHW

Charles Schwab

Delisted

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

2,166 hedge funds and large institutions have $139B invested in Charles Schwab in 2025 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 925 increasing their positions, 762 reducing their positions, and 117 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.63% less ownership

Funds ownership: 82.89%80.26% (-2.6%)

9% less funds holding in top 10

Funds holding in top 10: 10192 (-9)

19% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $2.16B

Holders
2,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75B
Puts
$2.16B
Net Calls
Net Calls Change

Top Buyers

1 +$582M
2 +$386M
3 +$279M
4
Millennium Management
Millennium Management
New York
+$239M
5
Citigroup
Citigroup
New York
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
1026
$1.48M
1027
$1.47M
1028
$1.47M
1029
$1.47M
1030
$1.47M
1031
$1.46M
1032
$1.46M
1033
$1.46M
1034
$1.46M
1035
$1.46M
1036
$1.46M
1037
$1.46M
1038
$1.45M
1039
$1.45M
1040
$1.45M
1041
$1.44M
1042
$1.44M
1043
$1.44M
1044
$1.44M
1045
$1.43M
1046
$1.43M
1047
$1.43M
1048
$1.43M
1049
$1.43M
1050
$1.42M