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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
HAS
1026
HBW Advisory Services
California
$1.59M
NCM
1027
Next Capital Management
New York
$1.59M
RPGK
1028
Retirement Planning Group (Kansas)
Kansas
$1.59M
RCM
1029
RMR Capital Management
California
$1.58M
CC
1030
Centiva Capital
New York
$1.58M
AWE
1031
Avidian Wealth Enterprises
Texas
$1.58M
BEI
1032
Benjamin Edwards Inc
Missouri
$1.58M
TAM
1033
Trust Asset Management
Texas
$1.58M
MCM
1034
Mainstream Capital Management
California
$1.57M
IIC
1035
Integrated Investment Consultants
Michigan
$1.57M
AIM
1036
Advyzon Investment Management
Illinois
$1.57M
EWM
1037
Elmwood Wealth Management
California
$1.57M
AWM
1038
Avior Wealth Management
Nebraska
$1.56M
BRPW
1039
Ballast Rock Private Wealth
South Carolina
$1.56M
UBG
1040
United Bank (Georgia)
Georgia
$1.56M
PFA
1041
Perryman Financial Advisory
Texas
$1.56M
4WM
1042
44 Wealth Management
Oregon
$1.56M
XT
1043
XTX Topco
Cayman Islands
$1.55M
EWM
1044
Evercore Wealth Management
New York
$1.55M
GAA
1045
Guardian Asset Advisors
Pennsylvania
$1.54M
Koshinski Asset Management
1046
Koshinski Asset Management
Illinois
$1.53M
CTC
1047
Central Trust Company
Missouri
$1.53M
ACM
1048
Ategra Capital Management
Virginia
$1.53M
BIM
1049
Bridges Investment Management
Nebraska
$1.51M
TFA
1050
Toth Financial Advisory
Virginia
$1.51M