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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
KA
1301
Kearns & Associates
California
$846K
KNW
1302
Kesler Norman & Wride
Utah
$838K
AWM
1303
Avondale Wealth Management
Texas
$836K
WC
1304
Waterloo Capital
Texas
$836K
IAIM
1305
International Assets Investment Management
Florida
$832K
IIA
1306
Integral Investment Advisors
California
$832K
RA
1307
RFG Advisory
Alabama
$830K
SPI
1308
Sutton Place Investors
New York
$829K
MF
1309
Manchester Financial
California
$828K
RCG
1310
Regatta Capital Group
California
$827K
NP
1311
Nilsine Partners
Colorado
$826K
HCA
1312
Hyperion Capital Advisors
New York
$824K
SW
1313
SMART Wealth
Nebraska
$823K
OPWM
1314
Oregon Pacific Wealth Management
Oregon
$822K
JIC
1315
Joel Isaacson & Co
New York
$820K
CWS
1316
Cypress Wealth Services
California
$818K
QWM
1317
Quadcap Wealth Management
Texas
$815K
FCP
1318
Fidelis Capital Partners
Florida
$813K
TCWA
1319
Turtle Creek Wealth Advisors
Texas
$812K
NEWAS
1320
N.E.W. Advisory Services
Wisconsin
$812K
MWM
1321
Modern Wealth Management
Kansas
$808K
PFBT
1322
Parkside Financial Bank & Trust
Missouri
$806K
LCGC
1323
Legacy Capital Group California
California
$803K
BPW
1324
BlueDoor Private Wealth
Massachusetts
$801K
KA
1325
Klingman & Associates
New York
$791K