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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
PWP
1451
Principle Wealth Partners
Connecticut
$589K
QWP
1452
Quotient Wealth Partners
Texas
$586K
LNB
1453
Ledyard National Bank
$585K
SAM
1454
Sawgrass Asset Management
Florida
$585K
AWCI
1455
Alpine Woods Capital Investors
New York
$584K
SFS
1456
Strategic Financial Services
New York
$583K
SW
1457
Simplicity Wealth
New Jersey
$582K
AWM
1458
Accurate Wealth Management
Florida
$580K
EFM
1459
E Fund Management
China
$580K
CIM
1460
Cambria Investment Management
California
$579K
KCM
1461
KRS Capital Management
Michigan
$578K
AP
1462
Advisortrust Partners
North Carolina
$578K
HH
1463
Hilltop Holdings
Texas
$576K
FBT
1464
First Bank & Trust
South Dakota
$576K
CWM
1465
Centurion Wealth Management
Virginia
$575K
WP
1466
WealthPLAN Partners
Nebraska
$575K
AWM
1467
Arista Wealth Management
Nevada
$574K
WB
1468
WesBanco Bank
West Virginia
$573K
HHAA
1469
Henry H. Armstrong Associates
Pennsylvania
$572K
VA
1470
VestGen Advisors
Illinois
$571K
JF
1471
Jericho Financial
Ohio
$571K
AFT
1472
Alpha Family Trust
California
$570K
RCP
1473
Rothschild Capital Partners
New York
$570K
SHGA
1474
Sand Hill Global Advisors
California
$568K
MWM
1475
Mission Wealth Management
California
$568K