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SCHW

Charles Schwab

Delisted

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

1,871 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 764 increasing their positions, 681 reducing their positions, and 147 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.57% less ownership

Funds ownership: 85.83%84.26% (-1.6%)

10% less funds holding in top 10

Funds holding in top 10: 8879 (-9)

31% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $2.44B

Holders
1,871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68B
Puts
$2.44B
Net Calls
Net Calls Change

Top Buyers

1 +$661M
2 +$300M
3 +$287M
4
Millennium Management
Millennium Management
New York
+$263M
5
Artisan Partners
Artisan Partners
Wisconsin
+$254M

Top Sellers

1 -$1.75B
2 -$456M
3 -$370M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$196M
5
JP Morgan Chase
JP Morgan Chase
New York
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
1226
$527K
1227
$526K
1228
$523K
1229
$523K
1230
$523K
1231
$523K
1232
$521K
1233
$520K
1234
$520K
1235
$519K
1236
$519K
1237
$516K
1238
$514K
1239
$514K
1240
$514K
1241
$513K
1242
$510K
1243
$509K
1244
$509K
1245
$508K
1246
$508K
1247
$508K
1248
$505K
1249
$504K
1250
$502K