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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

1,670 hedge funds and large institutions have $77.3B invested in Charles Schwab in 2023 Q1 according to their latest regulatory filings, with 294 funds opening new positions, 794 increasing their positions, 460 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

17% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $2.22B

40% less capital invested

Capital invested by funds: $130B → $77.3B (-$52.6B)

60% less funds holding in top 10

Funds holding in top 10: 13152 (-79)

Holders
1,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.83B
Puts
$2.22B
Net Calls
Net Calls Change

Top Buyers

1 +$602M
2 +$399M
3 +$330M
4
Harris Associates
Harris Associates
Illinois
+$266M
5
UBS Group
UBS Group
Switzerland
+$218M

Top Sellers

1 -$3.6B
2 -$1.45B
3 -$791M
4
Boston Partners
Boston Partners
Massachusetts
-$661M
5
DZ Bank
DZ Bank
Germany
-$661M
Name Holding Trade Value Shares
Change
Change in
Stake
1626
$7.59K
1627
$7.33K
1628
$7K
1629
$6.76K
1630
$6.71K
1631
$6.55K
1632
$6.03K
1633
$6K
1634
$5.76K
1635
$5.24K
1636
$4.71K
1637
$4.45K
1638
$3.72K
1639
$3.39K
1640
$3.25K
1641
$3.2K
1642
$3.14K
1643
$3.14K
1644
$3.04K
1645
$3K
1646
$3K
1647
$2.93K
1648
$2.83K
1649
$2.74K
1650
$2.72K