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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
C1AG
1426
Client 1st Advisory Group
Florida
$620K
PE
1427
PCM Encore
Colorado
$618K
MSRI
1428
Michael S. Ryan Inc
New York
$618K
JRPIM
1429
Journey Retirement Planning & Investment Management
Idaho
$617K
PA
1430
PFG Advisors
Arizona
$617K
CA
1431
Carson Advisory
Georgia
$616K
BA
1432
Bridgewater Advisors
New York
$616K
WCM
1433
Weaver Capital Management
Georgia
$614K
NA
1434
Navellier & Associates
Nevada
$611K
LSA
1435
Leonteq Securities AG
Switzerland
$611K
LWMNY
1436
Landmark Wealth Management (New York)
New York
$606K
BTW
1437
Boston Trust Walden
Massachusetts
$603K
FLI
1438
Family Legacy Inc
South Carolina
$603K
AC
1439
AlphaCore Capital
California
$600K
EL
1440
Essex LLC
Illinois
$599K
JTF
1441
J. Team Financial
Texas
$596K
CM
1442
Capula Management
Cayman Islands
$596K
BMCM
1443
Bryn Mawr Capital Management
Pennsylvania
$594K
SFG
1444
Shum Financial Group
California
$593K
CWA
1445
Canvas Wealth Advisors
Kansas
$593K
DMBA
1446
Deseret Mutual Benefit Administrators
Utah
$592K
KFA
1447
Kelleher Financial Advisors
New York
$591K
RWB
1448
RMR Wealth Builders
New Jersey
$591K
LCM
1449
Lazari Capital Management
California
$589K
FWM
1450
FMB Wealth Management
California
$589K