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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
PAM
1126
Paradigm Asset Management
New York
$1.27M
NHC
1127
Nicholas Hoffman & Company
Georgia
$1.27M
PMSA
1128
Patrick M. Sweeney & Associates
Illinois
$1.27M
CFP
1129
Catalyst Financial Partners
Massachusetts
$1.27M
LCM
1130
Leisure Capital Management
California
$1.26M
HR
1131
Hardy Reed
Mississippi
$1.26M
CPA
1132
Capital Planning Advisors
California
$1.26M
BW
1133
BIP Wealth
Georgia
$1.25M
SLI
1134
Sumitomo Life Insurance
Japan
$1.25M
CFB
1135
Cullen/Frost Bankers
Texas
$1.25M
PIA
1136
Panoramic Investment Advisors
Colorado
$1.24M
SFS
1137
Sowell Financial Services
Arkansas
$1.24M
WETS
1138
Wealth Enhancement Trust Services
South Dakota
$1.23M
T. Rowe Price Investment Management
1139
T. Rowe Price Investment Management
Maryland
$1.23M
FSA
1140
Franklin Street Advisors
North Carolina
$1.22M
BAM
1141
Belpointe Asset Management
Nevada
$1.22M
HA
1142
Hamel Associates
New Jersey
$1.22M
PPWM
1143
Paragon Private Wealth Management
Kentucky
$1.22M
AMM
1144
American Money Management
California
$1.21M
RMDI
1145
R.M. Davis Inc
Maine
$1.21M
GIP
1146
Granite Investment Partners
California
$1.2M
FA
1147
Fiduciary Alliance
South Carolina
$1.2M
CAM
1148
Costello Asset Management
Pennsylvania
$1.2M
BOS
1149
Bank of Stockton
California
$1.2M
KIA
1150
Knollwood Investment Advisory
Maryland
$1.19M