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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
AGA
1276
Accuvest Global Advisors
Utah
$901K
BFWM
1277
Bright Futures Wealth Management
New York
$900K
AWA
1278
Ark Wealth Advisors
California
$899K
JMFC
1279
J.M. Forbes & Co
Massachusetts
$899K
IBOK
1280
Independence Bank of Kentucky
Kentucky
$898K
ARC
1281
Advisor Resource Council
Texas
$896K
HA
1282
Herold Advisors
New York
$896K
TPI
1283
Trust Point Inc
Wisconsin
$894K
MGI
1284
Miller Global Investments
Texas
$890K
BCPE
1285
Bain Capital Public Equity
Massachusetts
$886K
OPF
1286
Old Peak Finance
North Carolina
$878K
SWA
1287
Sax Wealth Advisors
New Jersey
$874K
TWA
1288
TCI Wealth Advisors
Arizona
$871K
DKCM
1289
Davidson Kahn Capital Management
California
$868K
OCM
1290
One Capital Management
California
$863K
CNTOF
1291
Canandaigua National Trust of Florida
New York
$861K
RSWM
1292
Robertson Stephens Wealth Management
California
$861K
7WCP
1293
71 West Capital Partners
Massachusetts
$861K
TGIA
1294
Torrey Growth & Income Advisors
California
$858K
LIM
1295
Leavell Investment Management
Alabama
$857K
WAP
1296
Wealthcare Advisory Partners
Pennsylvania
$854K
TA
1297
Tactive Advisors
Florida
$854K
CIA
1298
Capital Investment Advisors
Georgia
$850K
CCA
1299
Cypress Capital Advisors
Tennessee
$847K
WFA
1300
West Financial Advisors
Iowa
$846K