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
ACA
1551
Affinity Capital Advisors
California
$474K
BP
1552
BBR Partners
New York
$470K
EW
1553
Enzi Wealth
Texas
$470K
VCM
1554
Viewpoint Capital Management
Washington
$470K
AP
1555
Anchyra Partners
Georgia
$470K
EFMC
1556
Empire Financial Management Company
New York
$470K
CCFM
1557
Clear Creek Financial Management
Washington
$468K
FCG
1558
Fielder Capital Group
Tennessee
$467K
QFA
1559
Quantum Financial Advisors
California
$467K
OIS
1560
OneAscent Investment Solutions
Alabama
$466K
CFO
1561
Cambient Family Office
Michigan
$465K
NWMP
1562
Noble Wealth Management PBC
Colorado
$465K
ACIM
1563
Azimuth Capital Investment Management
Michigan
$465K
STA
1564
Smith Thornton Advisors
Alabama
$462K
CS
1565
Cannell & Spears
New York
$461K
ACM
1566
Aljian Capital Management
Nevada
$460K
LA
1567
LexAurum Advisors
Kansas
$460K
TWIM
1568
TIAA Wealth Investment Management
New York
$460K
CCMG
1569
Clark Capital Management Group
Pennsylvania
$458K
RFP
1570
Root Financial Partners
California
$458K
CRI
1571
Commonwealth Retirement Investments
Virginia
$457K
LAM
1572
Lountzis Asset Management
Pennsylvania
$455K
BBA
1573
Baader Bank Aktiengesellschaft
Germany
$454K
HTC
1574
Haverford Trust Company
Pennsylvania
$453K
OWM
1575
OneAscent Wealth Management
Alabama
$453K