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SCHW

Charles Schwab

Delisted

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

1,769 hedge funds and large institutions have $82.9B invested in Charles Schwab in 2023 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 801 increasing their positions, 558 reducing their positions, and 144 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:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 1,6701,769 (+99)

0.26% less ownership

Funds ownership: 82.96%82.7% (-0.26%)

13% less call options, than puts

Call options by funds: $1.73B | Put options by funds: $1.98B

Holders
1,769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.73B
Puts
$1.98B
Net Calls
Net Calls Change

Top Buyers

1 +$404M
2 +$346M
3 +$272M
4
Lazard Asset Management
Lazard Asset Management
New York
+$214M
5
Jane Street
Jane Street
New York
+$209M

Top Sellers

1 -$678M
2 -$507M
3 -$493M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$490M
5
Parnassus Investments
Parnassus Investments
California
-$426M
Name Holding Trade Value Shares
Change
Change in
Stake
1476
$231K
1477
$229K
1478
$229K
1479
$228K
1480
$227K
1481
$227K
1482
$226K
1483
$226K
1484
$226K
1485
$224K
1486
$224K
1487
$222K
1488
$222K
1489
$222K
1490
$222K
1491
$222K
1492
$220K
1493
$220K
1494
$219K
1495
$218K
1496
$218K
1497
$218K
1498
$218K
1499
$217K
1500
$216K