We are live on ! Find out more
SCHW

Charles Schwab

Delisted

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

1,670 hedge funds and large institutions have $77.3B invested in Charles Schwab in 2023 Q1 according to their latest regulatory filings, with 294 funds opening new positions, 794 increasing their positions, 460 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

17% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $2.22B

40% less capital invested

Capital invested by funds: $130B → $77.3B (-$52.6B)

60% less funds holding in top 10

Funds holding in top 10: 13152 (-79)

Holders
1,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.83B
Puts
$2.22B
Net Calls
Net Calls Change

Top Buyers

1 +$602M
2 +$399M
3 +$330M
4
Harris Associates
Harris Associates
Illinois
+$266M
5
UBS Group
UBS Group
Switzerland
+$218M

Top Sellers

1 -$3.6B
2 -$1.45B
3 -$791M
4
Boston Partners
Boston Partners
Massachusetts
-$661M
5
DZ Bank
DZ Bank
Germany
-$661M
Name Holding Trade Value Shares
Change
Change in
Stake
1251
$331K
1252
$331K
1253
$330K
1254
$330K
1255
$330K
1256
$330K
1257
$325K
1258
$324K
1259
$320K
1260
$319K
1261
$315K
1262
$314K
1263
$313K
1264
$311K
1265
$310K
1266
$309K
1267
$308K
1268
$307K
1269
$306K
1270
$305K
1271
$304K
1272
$303K
1273
$302K
1274
$300K
1275
$299K