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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
FCM
1626
Fieldview Capital Management
Michigan
$395K
CT
1627
Chicago Trust
Illinois
$394K
ICP
1628
Impact Capital Partners
Colorado
$393K
CWG
1629
Cornerstone Wealth Group
North Carolina
$392K
TCM
1630
Telos Capital Management
California
$391K
OC
1631
Opinicus Capital
Florida
$388K
IAMOG
1632
Investors Asset Management of Georgia
Georgia
$388K
PWS
1633
Peterson Wealth Services
Utah
$388K
OCG
1634
Opus Capital Group
Ohio
$387K
AWAU
1635
Alliance Wealth Advisors (Utah)
Utah
$386K
SCM
1636
SCS Capital Management
Massachusetts
$385K
ATS
1637
Ashton Thomas Securities
New York
$385K
NRC
1638
New Republic Capital
North Carolina
$384K
WI
1639
WrapManager Inc
California
$383K
JAG
1640
Journey Advisory Group
Kentucky
$381K
TSS
1641
Two Sigma Securities
New York
$381K
LCWP
1642
Legacy Capital Wealth Partners
Arkansas
$381K
5NPW
1643
55 North Private Wealth
Florida
$379K
PG
1644
Prostatis Group
Maryland
$379K
DG
1645
Dala Group
Illinois
$379K
SIA
1646
Strategic Investment Advisors
Michigan
$378K
AAP
1647
Aristotle Atlantic Partners
Florida
$376K
TCBWMS
1648
Texas Capital Bank Wealth Management Services
Texas
$375K
CC
1649
Clearwave Capital
California
$374K
RFN
1650
RDA Financial Network
Iowa
$373K