We are live on ! Find out more
SCHW

Charles Schwab

Delisted

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

1,871 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 764 increasing their positions, 682 reducing their positions, and 147 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.58% less ownership

Funds ownership: 85.84%84.26% (-1.6%)

10% less funds holding in top 10

Funds holding in top 10: 8879 (-9)

31% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $2.44B

Holders
1,871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68B
Puts
$2.44B
Net Calls
Net Calls Change

Top Buyers

1 +$661M
2 +$300M
3 +$287M
4
Millennium Management
Millennium Management
New York
+$263M
5
Artisan Partners
Artisan Partners
Wisconsin
+$254M

Top Sellers

1 -$1.75B
2 -$456M
3 -$370M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$196M
5
JP Morgan Chase
JP Morgan Chase
New York
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
1076
$800K
1077
$799K
1078
$797K
1079
$796K
1080
$791K
1081
$788K
1082
$786K
1083
$780K
1084
$779K
1085
$770K
1086
$768K
1087
$767K
1088
$766K
1089
$766K
1090
$766K
1091
$764K
1092
$762K
1093
$760K
1094
$756K
1095
$749K
1096
$748K
1097
$747K
1098
$743K
1099
$742K
1100
$742K