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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
CWM
1201
Circle Wealth Management
New Jersey
$1.06M
BA
1202
Birinyi Associates
Connecticut
$1.06M
PAM
1203
Palisade Asset Management
Minnesota
$1.06M
FC
1204
Financial Consulate
Maryland
$1.05M
DS
1205
DRW Securities
Illinois
$1.05M
RIM
1206
Redwood Investment Management
Arizona
$1.05M
BCM
1207
Birmingham Capital Management
Alabama
$1.05M
UCB
1208
United Community Bank
South Carolina
$1.05M
OIAM
1209
OFI Invest Asset Management
France
$1.04M
NJIM
1210
Nabity-Jensen Investment Management
Nebraska
$1.04M
AWM
1211
Aprio Wealth Management
Georgia
$1.04M
C
1212
Certuity
Florida
$1.04M
AWM
1213
Athena Wealth Management
Nevada
$1.04M
IA
1214
Integrity Alliance
Iowa
$1.04M
IFWM
1215
Institute for Wealth Management
Colorado
$1.04M
RWM
1216
Revisor Wealth Management
Ohio
$1.04M
ORC
1217
O'Rourke & Company
Massachusetts
$1.03M
FAT
1218
First American Trust
California
$1.03M
SRWM
1219
Shira Ridge Wealth Management
California
$1.03M
TTIC
1220
Tower Trust & Investment Company
Iowa
$1.03M
OIM
1221
Oder Investment Management
California
$1.03M
SG
1222
StoneX Group
New York
$1.03M
TWPM
1223
Total Wealth Planning & Management
Florida
$1.03M
DW30
1224
Drucker Wealth 3.0
New Jersey
$1.03M
SSW
1225
Stone Summit Wealth
Florida
$1.02M