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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
WG
1676
Wealth Group
North Carolina
$362K
HNB
1677
Hilltop National Bank
Wyoming
$362K
MWA
1678
Muirfield Wealth Advisors
North Carolina
$360K
SWP
1679
Semus Wealth Partners
Florida
$359K
BWM
1680
Baron Wealth Management
Michigan
$358K
CMAI
1681
Capital Management Associates Inc
Minnesota
$358K
PB
1682
Prosperity Bancshares
Texas
$357K
1C
1683
111 Capital
France
$357K
GAM
1684
Gemmer Asset Management
California
$356K
WS
1685
Wilian Securities
Minnesota
$355K
RPCONE
1686
Retirement Planning Company of New England
Rhode Island
$355K
MWM
1687
MOR Wealth Management
Pennsylvania
$355K
GA
1688
Greenspring Advisors
Maryland
$353K
FFM
1689
Forum Financial Management
Illinois
$353K
GWAG
1690
Garrett Wealth Advisory Group
Texas
$352K
NHT
1691
New Hampshire Trust
New Hampshire
$350K
KFC
1692
Klingenstein Fields & Co
New York
$348K
AIFAIM
1693
American Institute for Advanced Investment Management
Arizona
$347K
KA
1694
Kovack Advisors
Florida
$346K
TWM
1695
TriaGen Wealth Management
California
$346K
CA
1696
Cornerstone Advisory
Maryland
$346K
CCG
1697
Coastwise Capital Group
California
$345K
SIM
1698
Studio Investment Management
Illinois
$345K
CA
1699
CoreCap Advisors
Michigan
$345K
MGWM
1700
Marks Group Wealth Management
Minnesota
$345K