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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
AF
1051
Ally Financial
Michigan
$1.5M
BW
1052
Blalock Williams
Alabama
$1.5M
CI
1053
Cigna Investments
Connecticut
$1.5M
CHAM
1054
Clear Harbor Asset Management
Connecticut
$1.49M
FCA
1055
FLC Capital Advisors
California
$1.49M
NAM
1056
NorthCrest Asset Manangement
Minnesota
$1.48M
SSA
1057
Schonfeld Strategic Advisors
New York
$1.48M
SHF
1058
Safe Harbor Fiduciary
Florida
$1.48M
BRWA
1059
B. Riley Wealth Advisors
Florida
$1.48M
FFN
1060
Focus Financial Network
Minnesota
$1.47M
MWP
1061
Meriwether Wealth & Planning
Louisiana
$1.47M
MA
1062
MCF Advisors
Kentucky
$1.47M
JLBC
1063
J.L. Bainbridge & Co
Florida
$1.47M
PFA
1064
Pure Financial Advisors
California
$1.46M
CC
1065
Chicago Capital
Illinois
$1.46M
EFG
1066
Everest Financial Group
Minnesota
$1.46M
CP
1067
Canopy Partners
Ohio
$1.45M
TFA
1068
Tranquilli Financial Advisor
New Jersey
$1.44M
NCM
1069
Neumann Capital Management
California
$1.44M
RDFA
1070
Ritter Daniher Financial Advisory
Ohio
$1.44M
YIH
1071
Y-Intercept (HK)
Hong Kong
$1.44M
FC
1072
Fusion Capital
South Carolina
$1.44M
ACH
1073
ArrowMark Colorado Holdings
Colorado
$1.43M
WBCM
1074
Wilson & Boucher Capital Management
California
$1.43M
RIL
1075
Rothschild Investment LLC
Illinois
$1.43M