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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
MG
1376
Mather Group
Illinois
$709K
MTIM
1377
Marathon Trading Investment Management
Pennsylvania
$705K
NG
1378
Novem Group
New York
$703K
UIM
1379
Unified Investment Management
Georgia
$694K
CAG
1380
Compass Advisory Group
New York
$693K
CPA
1381
Capital Performance Advisors
California
$692K
VWM
1382
Vigilare Wealth Management
Arizona
$692K
FWTB
1383
First Western Trust Bank
Colorado
$689K
LMFP
1384
Larry Mathis Financial Planning
Arizona
$685K
AI
1385
Accredited Investors
Minnesota
$685K
VCM
1386
Versant Capital Management
Arizona
$683K
EI
1387
Ellevest Inc
New York
$683K
MCCP
1388
Mission Creek Capital Partners
California
$683K
CCA
1389
Coign Capital Advisors
Utah
$680K
JCIA
1390
Jackson Creek Investment Advisors
Colorado
$676K
RCAG
1391
Rehmann Capital Advisory Group
Michigan
$672K
GFP
1392
Gryphon Financial Partners
Ohio
$670K
TCA
1393
Transcend Capital Advisors
New Jersey
$662K
NW
1394
Naviter Wealth
Arkansas
$661K
OPCM
1395
Osborne Partners Capital Management
California
$661K
IC
1396
Inscription Capital
Texas
$659K
AAM
1397
Auxier Asset Management
Oregon
$655K
HFS
1398
Hantz Financial Services
Michigan
$653K
RZH
1399
Relyea Zuckerberg Hanson
Connecticut
$650K
PI
1400
PFG Investments
New York
$650K