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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
MA
1726
MONECO Advisors
Connecticut
$325K
GGI
1727
Godsey & Gibb Inc
Virginia
$325K
VAMG
1728
Voisard Asset Management Group
Michigan
$324K
TWM
1729
Thrive Wealth Management
Pennsylvania
$322K
BWM
1730
BlackDiamond Wealth Management
New York
$322K
TA
1731
TrueWealth Advisors
Alabama
$321K
NCM
1732
Noesis Capital Mangement
Florida
$321K
SSA
1733
Sierra Summit Advisors
Nevada
$320K
FFA
1734
Fortune Financial Advisors
Kansas
$320K
ML
1735
McAdam LLC
Pennsylvania
$318K
IUHSA
1736
Itau Unibanco Holding S.A.
Brazil
$318K
FPCP
1737
Fort Point Capital Partners
California
$318K
CFA
1738
CWS Financial Advisors
Michigan
$317K
APG
1739
Abacus Planning Group
South Carolina
$317K
SIC
1740
Sigma Investment Counselors
Michigan
$316K
AAS
1741
Annex Advisory Services
Wisconsin
$315K
FMWA
1742
Forvis Mazars Wealth Advisors
Missouri
$314K
LF
1743
Lantz Financial
Illinois
$314K
QA
1744
Quattro Advisors
Pennsylvania
$312K
TCM
1745
Teza Capital Management
Illinois
$311K
OC
1746
Oarsman Capital
Wisconsin
$310K
MO
1747
McMillan Office
Michigan
$310K
CCM
1748
Canal Capital Management
Virginia
$310K
AWAG
1749
ARS Wealth Advisors Group
Florida
$309K
WF
1750
Wayfinding Financial
Washington
$309K