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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
TP
1226
Tranquility Partners
Tennessee
$1.02M
SGF
1227
S&G Foundation
Wyoming
$1.02M
USCWA
1228
U.S. Capital Wealth Advisors
Texas
$1.02M
NCM
1229
Novare Capital Management
North Carolina
$1.01M
HHRDM
1230
H&H Retirement Design & Management
Nevada
$1.01M
ISFAN
1231
Investor's Fiduciary Advisor Network
Washington
$1.01M
SRC
1232
Sage Rhino Capital
California
$1.01M
Jacobs Levy Equity Management
1233
Jacobs Levy Equity Management
New Jersey
$1.01M
FFL
1234
Future Fund LLC
Illinois
$1.01M
NWM
1235
Northcape Wealth Management
New York
$1,000K
HKIMG
1236
Hutchens & Kramer Investment Management Group
Indiana
$996K
EWA
1237
Exencial Wealth Advisors
Oklahoma
$995K
FMI
1238
Frec Markets Inc
California
$991K
IPW
1239
Invictus Private Wealth
Colorado
$990K
NL
1240
Navalign LLC
California
$988K
KWM
1241
Keebeck Wealth Management
Illinois
$986K
FB
1242
Fulton Bank
Pennsylvania
$985K
MIM
1243
Moseley Investment Management
Florida
$981K
SIC
1244
SJS Investment Consulting
Ohio
$978K
CA
1245
Crumly & Associates
Illinois
$974K
NP
1246
NorthRock Partners
Minnesota
$970K
LWCFA
1247
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$969K
HI
1248
Harbour Investments
Wisconsin
$967K
PWMAG
1249
Pinnacle Wealth Management Advisory Group
New Jersey
$967K
KCM
1250
Kathmere Capital Management
Pennsylvania
$961K