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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
NWAG
1351
Net Worth Advisory Group
Utah
$751K
SOS
1352
Silver Oak Securities
Tennessee
$750K
OIS
1353
Okabena Investment Services
Minnesota
$748K
CMTU
1354
Capital Markets Trading (UK)
United Kingdom
$748K
BI
1355
Bramshill Investments
Florida
$747K
IFG
1356
Independent Financial Group
California
$747K
OCM
1357
Orser Capital Management
Texas
$746K
IFPG
1358
Intrepid Financial Planning Group
Indiana
$745K
FFS
1359
Founders Financial Securities
Maryland
$738K
SIA
1360
SkyView Investment Advisors
New Jersey
$737K
VAM
1361
Verity Asset Management
North Carolina
$735K
BFA
1362
Bragg Financial Advisors
North Carolina
$734K
HBT
1363
Heartland Bank & Trust
Illinois
$734K
OWA
1364
One Wealth Advisors
California
$730K
DAC
1365
Dutch Asset Corp
New York
$728K
LC
1366
LCNB Corp
Ohio
$728K
V
1367
ViaWealth
Kansas
$727K
NRS
1368
Neville Rodie & Shaw
New York
$727K
AIA
1369
Affinity Investment Advisors
California
$725K
WWM
1370
Western Wealth Management
Colorado
$725K
AIM
1371
Athena Investment Management
California
$724K
TAFW
1372
Tred Avon Family Wealth
Maryland
$724K
OPA
1373
Old Port Advisors
Maine
$722K
SGI
1374
Summit Global Investments
Utah
$710K
SM
1375
Sweeney & Michel
California
$710K