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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
MA
1151
Mutual Advisors
Nebraska
$1.18M
PG
1152
Proffitt & Goodson
Tennessee
$1.18M
GA
1153
Greenhaven Associates
New York
$1.17M
SP
1154
Stablepoint Partners
Massachusetts
$1.17M
TCM
1155
Tran Capital Management
California
$1.17M
VIM
1156
VELA Investment Management
Ohio
$1.17M
RSVP
1157
Ramsay Stattman Vela & Price
Colorado
$1.16M
NA
1158
Nautilus Advisors
California
$1.16M
CP
1159
Cumberland Partners
Ontario, Canada
$1.16M
BC
1160
Bridgefront Capital
Texas
$1.15M
JSW
1161
Journey Strategic Wealth
New Jersey
$1.15M
ATWA
1162
Arbor Trust Wealth Advisors
Michigan
$1.15M
LWAM
1163
Legacy Wealth Asset Management
Minnesota
$1.14M
PCA
1164
Pallas Capital Advisors
Massachusetts
$1.13M
MAM
1165
Mystic Asset Management
Rhode Island
$1.13M
EAM
1166
Empirical Asset Management
Massachusetts
$1.13M
CP
1167
CenterBook Partners
Connecticut
$1.13M
LIM
1168
Longfellow Investment Management
Massachusetts
$1.13M
JFGIW
1169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13M
PCS
1170
Personal CFO Solutions
New Jersey
$1.13M
XWL
1171
XXI Wealth LLC
Illinois
$1.13M
VWM
1172
Vertrix Wealth Management
Michigan
$1.12M
SC
1173
Syon Capital
California
$1.12M
EW
1174
Evoke Wealth
California
$1.12M
CA
1175
Cullinan Associates
Kentucky
$1.12M