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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
CAM
1401
Cozad Asset Management
Illinois
$650K
MJRIC
1402
Mogy Joel R Investment Counsel
California
$648K
SIG
1403
Sky Investment Group
Connecticut
$647K
OP
1404
Oslo Pensjonsforsikring
$646K
DWM
1405
Defined Wealth Management
Oregon
$644K
BG
1406
Bahl & Gaynor
Ohio
$642K
ACM
1407
Arcataur Capital Management
Wisconsin
$641K
VCM
1408
Virtue Capital Management
Tennessee
$639K
VEM
1409
Vann Equity Management
Texas
$638K
AA
1410
Alta Advisers
United Kingdom
$636K
OL
1411
Optas LLC
Texas
$636K
SAM
1412
Sompo Asset Management
Japan
$635K
PCM
1413
Palisade Capital Management
New Jersey
$633K
SRA
1414
Secured Retirement Advisors
Minnesota
$632K
TC
1415
TAGStone Capital
North Carolina
$632K
AFM
1416
Aspetuck Financial Management
Connecticut
$632K
SFO
1417
Stokes Family Office
Louisiana
$630K
SIC
1418
Sterling Investment Counsel
New York
$629K
RIM
1419
RW Investment Management
Idaho
$628K
KWM
1420
Kingsview Wealth Management
Oregon
$626K
AA
1421
Apriem Advisors
California
$625K
GPA
1422
Garrison Point Advisors
California
$624K
DIM
1423
Delta Investment Management
California
$624K
CGH
1424
CMG Global Holdings
Texas
$623K
LA
1425
LVW Advisors
New York
$621K