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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

1,769 hedge funds and large institutions have $82.9B invested in Charles Schwab in 2023 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 801 increasing their positions, 558 reducing their positions, and 144 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:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 1,6701,769 (+99)

0.26% less ownership

Funds ownership: 82.96%82.7% (-0.26%)

13% less call options, than puts

Call options by funds: $1.73B | Put options by funds: $1.98B

Holders
1,769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.73B
Puts
$1.98B
Net Calls
Net Calls Change

Top Buyers

1 +$404M
2 +$346M
3 +$272M
4
Lazard Asset Management
Lazard Asset Management
New York
+$214M
5
Jane Street
Jane Street
New York
+$209M

Top Sellers

1 -$678M
2 -$507M
3 -$493M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$490M
5
Parnassus Investments
Parnassus Investments
California
-$426M
Name Holding Trade Value Shares
Change
Change in
Stake
1176
$525K
1177
$524K
1178
$524K
1179
$524K
1180
$519K
1181
$517K
1182
$516K
1183
$515K
1184
$511K
1185
$510K
1186
$510K
1187
$510K
1188
$509K
1189
$509K
1190
$509K
1191
$507K
1192
$503K
1193
$503K
1194
$502K
1195
$501K
1196
$500K
1197
$500K
1198
$499K
1199
$498K
1200
$497K