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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
TCM
1651
Triumph Capital Management
Colorado
$373K
RBC
1652
Romano Brothers & Co
Illinois
$373K
FA
1653
Faithward Advisors
Pennsylvania
$373K
ASG
1654
Ariston Services Group
California
$372K
DE
1655
Diversified Enterprises
Delaware
$372K
VST
1656
Van Strum & Towne
California
$371K
PIA
1657
Perennial Investment Advisors
California
$371K
BCA
1658
Bay Colony Advisors
Massachusetts
$371K
AA
1659
Advisory Alpha
Michigan
$371K
PWC
1660
Pathfinder Wealth Consulting
North Carolina
$370K
HB
1661
Horizon Bancorp
Indiana
$370K
BGDI
1662
BW Gestao de Investimentos
Brazil
$370K
BFS
1663
Bradley Foster & Sargent
Connecticut
$370K
OFO
1664
OneAscent Family Office
Alabama
$368K
WRPWM
1665
Werba Rubin Papier Wealth Management
California
$368K
PWM
1666
Purus Wealth Management
California
$368K
SVWAG
1667
Sound View Wealth Advisors Group
Georgia
$367K
HBS
1668
Howard Bailey Securities
Indiana
$367K
GWANC
1669
Guardian Wealth Advisors (North Carolina)
North Carolina
$366K
NRW
1670
Nova R Wealth
Kansas
$366K
USWIA
1671
UP Strategic Wealth Investment Advisors
Pennsylvania
$365K
FHC
1672
First Horizon Corporation
Tennessee
$365K
BWP
1673
BSW Wealth Partners
Colorado
$364K
RWA
1674
River Wealth Advisors
Pennsylvania
$363K
BWS
1675
Broadway Wealth Solutions
Texas
$363K