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SCHW

Charles Schwab

Delisted

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

2,166 hedge funds and large institutions have $139B invested in Charles Schwab in 2025 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 925 increasing their positions, 762 reducing their positions, and 117 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:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.63% less ownership

Funds ownership: 82.89%80.26% (-2.6%)

9% less funds holding in top 10

Funds holding in top 10: 10192 (-9)

19% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $2.16B

Holders
2,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75B
Puts
$2.16B
Net Calls
Net Calls Change

Top Buyers

1 +$582M
2 +$386M
3 +$279M
4
Millennium Management
Millennium Management
New York
+$239M
5
Citigroup
Citigroup
New York
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
1651
$330K
1652
$330K
1653
$329K
1654
$328K
1655
$327K
1656
$327K
1657
$326K
1658
$326K
1659
$325K
1660
$325K
1661
$322K
1662
$321K
1663
$321K
1664
$320K
1665
$320K
1666
$319K
1667
$318K
1668
$317K
1669
$317K
1670
$317K
1671
$317K
1672
$316K
1673
$315K
1674
$315K
1675
$314K