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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
BCG
1501
BayBridge Capital Group
California
$533K
JEST
1502
JTC Employer Solutions Trustee
Jersey
$533K
BPW
1503
Bingham Private Wealth
California
$532K
MAWA
1504
Moss Adams Wealth Advisors
Washington
$532K
TCM
1505
Traynor Capital Management
Pennsylvania
$531K
TCM
1506
Tributary Capital Management
Nebraska
$531K
MHR
1507
Matthew Hamilton Rosenberg
$531K
UFA
1508
Unify Financial Advisors
Florida
$530K
FAL
1509
Focused Alpha LLC
Colorado
$529K
CSPIA
1510
Cary Street Partners Investment Advisory
Virginia
$528K
HCM
1511
Howard Capital Management
Georgia
$527K
GWM
1512
Gibbs Wealth Management
Georgia
$526K
BWP
1513
Burling Wealth Partners
Illinois
$525K
DE
1514
Defiance ETFs
New York
$524K
AL
1515
ARWA LLC
Texas
$517K
DI
1516
Diligent Investors
California
$515K
AA
1517
Addison Advisors
Vermont
$514K
CGA
1518
Crescent Grove Advisors
Illinois
$512K
WPWM
1519
Western Pacific Wealth Management
Illinois
$509K
CH
1520
Cromwell Holdings
Wyoming
$506K
TWP
1521
Tempus Wealth Planning
California
$505K
FFM
1522
Fullerton Fund Management
Singapore
$505K
DI
1523
DAGCO Inc
Ohio
$505K
PPW
1524
Parcion Private Wealth
Washington
$504K
FWA
1525
FSM Wealth Advisors
Ohio
$504K