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SCHW

Charles Schwab

Delisted

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

2,137 hedge funds and large institutions have $137B invested in Charles Schwab in 2025 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 871 increasing their positions, 776 reducing their positions, and 103 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

11% more call options, than puts

Call options by funds: $2.15B | Put options by funds: $1.94B

6% more funds holding

Funds holding: 2,0202,137 (+117)

0.96% less ownership

Funds ownership: 83.85%82.89% (-0.96%)

Holders
2,137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.15B
Puts
$1.94B
Net Calls
Net Calls Change

Top Buyers

1 +$1.38B
2 +$478M
3 +$448M
4
Primecap Management
Primecap Management
California
+$421M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$262M

Top Sellers

1 -$1.64B
2 -$604M
3 -$534M
4
Millennium Management
Millennium Management
New York
-$424M
5
Harris Associates
Harris Associates
Illinois
-$389M
Name Holding Trade Value Shares
Change
Change in
Stake
1051
$1.32M
1052
$1.32M
1053
$1.31M
1054
$1.31M
1055
$1.31M
1056
$1.31M
1057
$1.31M
1058
$1.31M
1059
$1.3M
1060
$1.3M
1061
$1.29M
1062
$1.29M
1063
$1.29M
1064
$1.28M
1065
$1.28M
1066
$1.27M
1067
$1.26M
1068
$1.26M
1069
$1.26M
1070
$1.26M
1071
$1.26M
1072
$1.25M
1073
$1.25M
1074
$1.25M
1075
$1.25M