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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
AWAP
1526
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$502K
AO
1527
Advisor OS
Illinois
$502K
WJWM
1528
Williams Jones Wealth Management
New York
$500K
FWP
1529
Forefront Wealth Partners
Texas
$498K
MWM
1530
Meridian Wealth Management
Kentucky
$498K
BHBT
1531
Burke & Herbert Bank & Trust
Virginia
$498K
CCWP
1532
Cedar Cove Wealth Partners
Minnesota
$497K
PWM
1533
Palacios Wealth Management
Florida
$496K
PA
1534
Procyon Advisors
Connecticut
$496K
CA
1535
Claro Advisors
Massachusetts
$495K
PCM
1536
Pointe Capital Management
Michigan
$495K
CB
1537
CNB Bank
Pennsylvania
$492K
TWA
1538
Trace Wealth Advisors
California
$489K
KP
1539
Keel Point
Alabama
$487K
FMLI
1540
Fukoku Mutual Life Insurance
Japan
$487K
FWI
1541
Facet Wealth Inc
Maryland
$486K
SL
1542
Sentinus LLC
Illinois
$486K
IIL
1543
Income Insurance Ltd
$486K
OC
1544
Oakworth Capital
Alabama
$485K
RI
1545
Ridgewood Investments
New Jersey
$484K
CRI
1546
Colonial River Investments
Virginia
$481K
ACM
1547
Avalon Capital Management
California
$480K
OA
1548
Operose Advisors
Wisconsin
$478K
BWM
1549
Bernard Wealth Management
Michigan
$478K
CCA
1550
Childress Capital Advisors
Texas
$477K