We are live on ! Find out more
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
GSB
1476
Greenfield Savings Bank
Massachusetts
$567K
PWPS
1477
Pinnacle Wealth Planning Services
Ohio
$566K
BFO
1478
Biltmore Family Office
North Carolina
$566K
CIAM
1479
Caitong International Asset Management
Hong Kong
$563K
S
1480
Sunpointe
Missouri
$562K
LFAS
1481
Level Four Advisory Services
Texas
$561K
FLII
1482
First Long Island Investors
New York
$559K
GWS
1483
Greykasell Wealth Strategies
California
$559K
KA
1484
KLCM Advisors
Wisconsin
$558K
BWG
1485
Beta Wealth Group
California
$555K
FFA
1486
Fi3 Financial Advisors
Indiana
$555K
GCM
1487
Gambit Capital Management
Tennessee
$554K
MFA
1488
Mayflower Financial Advisors
Massachusetts
$552K
KFP
1489
KMG Fiduciary Partners
Ohio
$551K
CWM
1490
Cornerstone Wealth Management
Missouri
$550K
SI
1491
Severin Investments
Missouri
$548K
WAM
1492
WNY Asset Management
New York
$548K
HBW
1493
Hazlett, Burt & Watson
West Virginia
$548K
MWA
1494
Monograph Wealth Advisors
California
$547K
KW
1495
Keyvantage Wealth
Pennsylvania
$546K
WAS
1496
WESPAC Advisors SoCal
California
$546K
SA
1497
SJBenen ADVISORY
North Carolina
$545K
SIA
1498
Soltis Investment Advisors
Utah
$544K
IB
1499
Intrust Bank
Kansas
$542K
MAC
1500
Mason & Associates (California)
California
$538K