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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
CK
1701
Cohen Klingenstein
New York
$344K
SFC
1702
SYM Financial Corp
Indiana
$343K
QC
1703
Quent Capital
New York
$342K
PCS
1704
Private Client Services
Kentucky
$341K
FWA
1705
Fulcrum Wealth Advisors
Washington
$339K
FCM
1706
Fire Capital Management
California
$338K
FCMT
1707
Founders Capital Management (Texas)
Texas
$337K
MWM
1708
Marion Wealth Management
Pennsylvania
$336K
HFM
1709
Harvest Fund Management
China
$336K
RIP
1710
RAM Investment Partners
Washington
$335K
DFA
1711
Delta Financial Advisors
Louisiana
$334K
SF
1712
Sun Financial
Utah
$333K
AA
1713
Armis Advisers
Georgia
$332K
SAM
1714
Sagewood Asset Management
New York
$332K
BAM
1715
Brave Asset Management
New Jersey
$329K
WSCM
1716
Wellington Shields Capital Management
New York
$329K
PF
1717
Prosperitas Financial
California
$329K
Edgewood Management
1718
Edgewood Management
Connecticut
$329K
WCM
1719
Wisconsin Capital Management
Wisconsin
$329K
CA
1720
Calton & Associates
Florida
$329K
PCG
1721
Prosperity Consulting Group
Maryland
$328K
LCM
1722
LCM Capital Management
Illinois
$328K
CIC
1723
Chilton Investment Company
Connecticut
$328K
PWS
1724
Proactive Wealth Strategies
Georgia
$327K
RDWM
1725
Red Door Wealth Management
Tennessee
$326K