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
SP
1576
SmartHarvest Portfolios
Washington
$453K
PCM
1577
Princeton Capital Management
New Jersey
$453K
AF
1578
Aviso Financial
Ontario, Canada
$453K
SEIA
1579
Signature Estate & Investment Advisors
California
$449K
SMH
1580
Sanders Morris Harris
Texas
$446K
WA
1581
Waddell & Associates
Tennessee
$446K
OWA
1582
Octavia Wealth Advisors
Ohio
$444K
WP
1583
Westmount Partners
California
$444K
HFS
1584
Hopwood Financial Services
Virginia
$443K
SWRP
1585
Summit Wealth & Retirement Planning
California
$443K
AHL
1586
Abel Hall LLC
Louisiana
$442K
KJWM
1587
Kiley Juergens Wealth Management
Washington
$442K
LI
1588
LRI Investments
Florida
$438K
SFA
1589
Souders Financial Advisors
Ohio
$435K
WF
1590
Welch & Forbes
Massachusetts
$434K
EWM
1591
Evermay Wealth Management
Virginia
$434K
WFA
1592
Wellspring Financial Advisors
Ohio
$433K
HWA
1593
Heritage Wealth Advisors
Virginia
$430K
EWS
1594
Eagle Wealth Strategies
New Jersey
$430K
OIM
1595
Orca Investment Management
Oregon
$429K
AP
1596
Atwood & Palmer
Missouri
$428K
WFI
1597
West Family Investments
California
$426K
DTC
1598
Davidson Trust Company
Washington
$426K
EA
1599
Everpar Advisors
Oklahoma
$426K
OL
1600
OneFund LLC
Florida
$424K