We are live on ! Find out more
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
OC
1251
Opal Capital
Florida
$960K
RIG
1252
RiverFront Investment Group
Virginia
$958K
KCM
1253
Kanawha Capital Management
Virginia
$957K
CNBTD
1254
Citizens National Bank Trust Department
Mississippi
$955K
HAG
1255
HighPoint Advisor Group
Illinois
$954K
SAM
1256
Silvercrest Asset Management
New York
$953K
PP
1257
PDS Planning
Ohio
$947K
LRIA
1258
Leonard Rickey Investment Advisors
Washington
$947K
EPA
1259
Element Pointe Advisors
Florida
$946K
VPW
1260
Variant Private Wealth
Virginia
$944K
EDRH
1261
Edmond de Rothschild Holding
Switzerland
$940K
BWM
1262
BigSur Wealth Management
Florida
$940K
IFO
1263
Intrepid Family Office
Florida
$940K
IWAO
1264
Independence Wealth Advisors (Ohio)
Ohio
$927K
GWP
1265
Gateway Wealth Partners
Wisconsin
$927K
HI
1266
HBK Investments
Texas
$926K
FDS
1267
First Dallas Securities
Texas
$926K
AFC
1268
Avise Financial Cooperative
California
$924K
IF
1269
Ironwood Financial
Arizona
$921K
EAM
1270
Erste Asset Management
Austria
$919K
KWA
1271
Kingswood Wealth Advisors
California
$917K
SSCM
1272
Sovereign's Capital Management
Georgia
$914K
KHCM
1273
Kirtland Hills Capital Management
Ohio
$906K
EFG
1274
Ethos Financial Group
Pennsylvania
$903K
AAS
1275
Ameritas Advisory Services
Nebraska
$903K