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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
1101
$1.16M
1102
$1.16M
1103
$1.16M
1104
$1.16M
1105
$1.15M
1106
$1.15M
1107
$1.15M
1108
$1.15M
1109
$1.14M
1110
$1.14M
1111
$1.14M
1112
$1.14M
1113
$1.14M
1114
$1.13M
1115
$1.13M
1116
$1.13M
1117
$1.12M
1118
$1.11M
1119
$1.11M
1120
$1.11M
1121
$1.11M
1122
$1.11M
1123
$1.1M
1124
$1.1M
1125
$1.1M