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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
IWA
1076
Icon Wealth Advisors
Texas
$1.43M
RBA
1077
Richard Bernstein Advisors
New York
$1.43M
FCFC
1078
First Commonwealth Financial Corp
Pennsylvania
$1.43M
SA
1079
Sovran Advisors
California
$1.42M
AAM
1080
Advisors Asset Management
Colorado
$1.42M
SBFM
1081
S-Bank Fund Management
Finland
$1.42M
PP
1082
Postrock Partners
Oregon
$1.42M
BWAM
1083
Boyd Watterson Asset Management
Ohio
$1.41M
WG
1084
Winton Group
United Kingdom
$1.41M
AIP
1085
Ameritas Investment Partners
Nebraska
$1.41M
LDB
1086
Lee, Danner & Bass
Tennessee
$1.39M
MBT
1087
Montecito Bank & Trust
California
$1.39M
LA
1088
LBP AM
France
$1.39M
KLWA
1089
Kelly Lawrence W & Associates
California
$1.39M
PWG
1090
Portside Wealth Group
Utah
$1.39M
LCM
1091
Landscape Capital Management
New Jersey
$1.38M
FIA
1092
Foundations Investment Advisors
Arizona
$1.38M
PDL
1093
Portfolio Design Labs
California
$1.38M
PC
1094
Parrish Capital
Georgia
$1.38M
DWM
1095
Ducere Wealth Management
California
$1.37M
JFA
1096
JNBA Financial Advisors
Minnesota
$1.37M
TCOT
1097
Trust Company of Toledo
Ohio
$1.37M
SSWM
1098
Sheets Smith Wealth Management
North Carolina
$1.36M
WKWM
1099
Walter & Keenan Wealth Management
Indiana
$1.36M
FFG
1100
Frisch Financial Group
New York
$1.36M