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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
1301
$282K
1302
$281K
1303
$281K
1304
$281K
1305
$281K
1306
$280K
1307
$280K
1308
$279K
1309
$279K
1310
$278K
1311
$278K
1312
$277K
1313
$276K
1314
$276K
1315
$275K
1316
$275K
1317
$275K
1318
$274K
1319
$273K
1320
$273K
1321
$273K
1322
$273K
1323
$271K
1324
$271K
1325
$270K