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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,137 hedge funds and large institutions have $137B invested in Charles Schwab in 2025 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 871 increasing their positions, 776 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

11% more call options, than puts

Call options by funds: $2.15B | Put options by funds: $1.94B

6% more funds holding

Funds holding: 2,0202,137 (+117)

0.96% less ownership

Funds ownership: 83.85%82.89% (-0.96%)

Holders
2,137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.15B
Puts
$1.94B
Net Calls
Net Calls Change

Top Buyers

1 +$1.38B
2 +$478M
3 +$448M
4
Primecap Management
Primecap Management
California
+$421M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$262M

Top Sellers

1 -$1.64B
2 -$604M
3 -$534M
4
Millennium Management
Millennium Management
New York
-$424M
5
Harris Associates
Harris Associates
Illinois
-$389M
Name Holding Trade Value Shares
Change
Change in
Stake
1376
$590K
1377
$589K
1378
$587K
1379
$583K
1380
$582K
1381
$578K
1382
$577K
1383
$577K
1384
$576K
1385
$575K
1386
$575K
1387
$575K
1388
$575K
1389
$573K
1390
$571K
1391
$569K
1392
$569K
1393
$564K
1394
$563K
1395
$561K
1396
$560K
1397
$559K
1398
$556K
1399
$555K
1400
$554K