We are live on ! Find out more
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
UCI
1101
Uncommon Cents Investing
Wisconsin
$1.35M
PA
1102
Profund Advisors
Maryland
$1.35M
HCMT
1103
Highland Capital Management (Tennessee)
Tennessee
$1.35M
I2I
1104
Insight 2811 Inc
Illinois
$1.34M
CCA
1105
Checchi Capital Advisers
California
$1.34M
FIM
1106
Fruth Investment Management
Texas
$1.34M
LAM
1107
LECAP Asset Management
United Kingdom
$1.33M
TWP
1108
Triad Wealth Partners
Kansas
$1.33M
DTL
1109
Dynamic Technology Lab
Singapore
$1.33M
GAMC
1110
Garner Asset Management Corp
Texas
$1.33M
EFG
1111
Everhart Financial Group
Ohio
$1.32M
SIM
1112
Stratos Investment Management
Ohio
$1.32M
BTI
1113
Blue Trust Inc
Georgia
$1.32M
CT
1114
Clearstead Trust
Maine
$1.31M
GIA
1115
Gladstone Institutional Advisory
Florida
$1.31M
SDIC
1116
South Dakota Investment Council
South Dakota
$1.3M
LFA
1117
Legacy Financial Advisors
Kentucky
$1.3M
EFS
1118
Essex Financial Services
Connecticut
$1.3M
AFP
1119
Ausdal Financial Partners
Iowa
$1.3M
SFFS
1120
Stonehage Fleming Financial Services
Jersey
$1.3M
BJF
1121
Blue Jean Financial
New York
$1.3M
HWA
1122
HCR Wealth Advisors
California
$1.29M
AC
1123
Avestar Capital
New York
$1.28M
DAM
1124
Directional Asset Management
Illinois
$1.27M
IP
1125
Indivisible Partners
Florida
$1.27M