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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
SRS
1176
Strong Retirement Solutions
Washington
$1.12M
SAM
1177
Summit Asset Management
Tennessee
$1.12M
PPG
1178
Peak Planning Group
Colorado
$1.12M
NEI
1179
Northwest & Ethical Investments
Ontario, Canada
$1.12M
APA
1180
Astoria Portfolio Advisors
New York
$1.11M
GWMR
1181
GC Wealth Management RIA
Massachusetts
$1.11M
LWM
1182
Lodestone Wealth Management
Washington
$1.11M
ET
1183
Equitable Trust
Tennessee
$1.1M
PTC
1184
Private Trust Company
Ohio
$1.1M
HWM
1185
Hohimer Wealth Management
Washington
$1.1M
CA
1186
Capital Advantage
California
$1.1M
AWM
1187
Angeles Wealth Management
California
$1.1M
PPWP
1188
Premier Path Wealth Partners
New Jersey
$1.09M
M1FG
1189
Mach-1 Financial Group
Arkansas
$1.09M
OCA
1190
OpenArc Corporate Advisory
Georgia
$1.08M
VC
1191
Vicus Capital
Pennsylvania
$1.08M
HIM
1192
Hillsdale Investment Management
Ontario, Canada
$1.08M
HCM
1193
Hodges Capital Management
Texas
$1.08M
DBIA
1194
Dumont & Blake Investment Advisors
New Jersey
$1.08M
ICM
1195
Islay Capital Management
Texas
$1.08M
OHWP
1196
Oak Harbor Wealth Partners
North Carolina
$1.07M
GS
1197
GTS Securities
New York
$1.07M
CGFA
1198
Colton Groome Financial Advisors
North Carolina
$1.07M
BFM
1199
Boothbay Fund Management
New York
$1.07M
SACTSONJ
1200
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.06M