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SCHW

Charles Schwab

Delisted

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

1,670 hedge funds and large institutions have $77.3B invested in Charles Schwab in 2023 Q1 according to their latest regulatory filings, with 294 funds opening new positions, 794 increasing their positions, 460 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

17% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $2.22B

40% less capital invested

Capital invested by funds: $130B → $77.3B (-$52.6B)

60% less funds holding in top 10

Funds holding in top 10: 13152 (-79)

Holders
1,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.83B
Puts
$2.22B
Net Calls
Net Calls Change

Top Buyers

1 +$602M
2 +$399M
3 +$330M
4
Harris Associates
Harris Associates
Illinois
+$266M
5
UBS Group
UBS Group
Switzerland
+$218M

Top Sellers

1 -$3.6B
2 -$1.45B
3 -$791M
4
Boston Partners
Boston Partners
Massachusetts
-$661M
5
DZ Bank
DZ Bank
Germany
-$661M
Name Holding Trade Value Shares
Change
Change in
Stake
1426
$204K
1427
$203K
1428
$203K
1429
$203K
1430
$202K
1431
$202K
1432
$201K
1433
$200K
1434
$200K
1435
$197K
1436
$195K
1437
$195K
1438
$177K
1439
$177K
1440
$176K
1441
$169K
1442
$166K
1443
$159K
1444
$159K
1445
$157K
1446
$155K
1447
$149K
1448
$147K
1449
$144K
1450
$142K