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SCHW

Charles Schwab

Delisted

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

2,166 hedge funds and large institutions have $139B invested in Charles Schwab in 2025 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 925 increasing their positions, 762 reducing their positions, and 117 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

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.63% less ownership

Funds ownership: 82.89%80.26% (-2.6%)

9% less funds holding in top 10

Funds holding in top 10: 10192 (-9)

19% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $2.16B

Holders
2,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75B
Puts
$2.16B
Net Calls
Net Calls Change

Top Buyers

1 +$582M
2 +$386M
3 +$279M
4
Millennium Management
Millennium Management
New York
+$239M
5
Citigroup
Citigroup
New York
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
1476
$505K
1477
$504K
1478
$503K
1479
$502K
1480
$502K
1481
$496K
1482
$496K
1483
$495K
1484
$494K
1485
$492K
1486
$492K
1487
$492K
1488
$490K
1489
$490K
1490
$489K
1491
$485K
1492
$484K
1493
$483K
1494
$482K
1495
$479K
1496
$477K
1497
$477K
1498
$471K
1499
$471K
1500
$470K