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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
S
1601
SimplyRich
California
$423K
GBFG
1602
Gerald Baker Financial Group
Texas
$422K
LIA
1603
LBMC Investment Advisors
Tennessee
$420K
AIM
1604
Acropolis Investment Management
Missouri
$420K
BHC
1605
Bull Harbor Capital
Maryland
$417K
BMCM
1606
Burns Matteson Capital Management
New York
$415K
OWA
1607
Opal Wealth Advisors
New York
$415K
KCIC
1608
Kuhn & Co Investment Counsel
Illinois
$413K
TF
1609
Trek Financial
Arizona
$411K
AWM
1610
Aberdeen Wealth Management
Illinois
$409K
FFO
1611
Fiduciary Family Office
Florida
$408K
APP
1612
Avantax Planning Partners
Iowa
$407K
CPW
1613
Catalyst Private Wealth
California
$406K
SC
1614
SouthState Corp
Florida
$406K
FCMA
1615
Foresight Capital Management Advisors
Michigan
$404K
TAM
1616
Trillium Asset Management
Massachusetts
$403K
OFS
1617
Orrstown Financial Services
Pennsylvania
$402K
BAM
1618
Broyhill Asset Management
North Carolina
$401K
EFH
1619
Eaton Financial Holdings
Florida
$400K
TWM
1620
TRB Wealth Management
Texas
$399K
FFA
1621
Florida Financial Advisors
Florida
$397K
PBK
1622
Peoples Bank (Kansas)
Kansas
$396K
DO
1623
denkapparat Operations
Germany
$396K
HWA
1624
HHM Wealth Advisors
Tennessee
$396K
ST
1625
Smithfield Trust
Pennsylvania
$395K