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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
BWP
1326
Balboa Wealth Partners
Arizona
$790K
SWA
1327
SFMG Wealth Advisors
Texas
$786K
I
1328
InceptionR
California
$785K
CFO
1329
CVA Family Office
Colorado
$784K
ZBNA
1330
Zions Bancorporation, National Association
Utah
$784K
RAM
1331
Ramirez Asset Management
New York
$781K
PCM
1332
Polymer Capital Management
New York
$777K
HWA
1333
HMV Wealth Advisors
Louisiana
$775K
DJSG
1334
D.J. St. Germain
Massachusetts
$770K
CCWM
1335
Cassaday & Co Wealth Management
Virginia
$767K
KCP
1336
Kera Capital Partners
California
$763K
LWM
1337
Lyell Wealth Management
California
$759K
PTP
1338
Platform Technology Partners
New York
$759K
IWM
1339
IHT Wealth Management
Illinois
$759K
FT
1340
Fiduciary Trust
Massachusetts
$758K
SWM
1341
SeaCrest Wealth Management
New York
$758K
FCH
1342
Freestone Capital Holdings
Washington
$756K
MSS
1343
Mitchell Sinkler & Starr
Pennsylvania
$756K
KSB
1344
Kennebec Savings Bank
Maine
$755K
BCM
1345
Boltwood Capital Management
California
$755K
FC
1346
Farringdon Capital
United Kingdom
$754K
TC
1347
TownSquare Capital
Utah
$754K
MPWT
1348
MassMutual Private Wealth & Trust
Connecticut
$754K
SMC
1349
Smith, Moore & Co
Missouri
$753K
OFS
1350
OneAscent Financial Services
Alabama
$753K