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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
FMP
1751
Financial Management Professionals
Texas
$309K
WW
1752
Westshore Wealth
California
$309K
FNB
1753
Farmers National Bank
Kentucky
$308K
IF
1754
Integrity Financial
Wyoming
$308K
BC
1755
Brio Consultants
California
$308K
WCM
1756
Wedge Capital Management
North Carolina
$307K
BAM
1757
BOS Asset Management
Illinois
$306K
EWS
1758
Evergreen Wealth Solutions
Pennsylvania
$306K
AIM
1759
Axiom Investment Management
New York
$303K
AW
1760
Alteri Wealth
California
$303K
LPT
1761
Legacy Private Trust
Wisconsin
$302K
MWM
1762
Moran Wealth Management
Florida
$300K
CG
1763
CFO4Life Group
Texas
$299K
EP
1764
Essential Partners
California
$299K
NSB
1765
Norway Savings Bank
Maine
$299K
DP
1766
Denver PWM
Colorado
$298K
BWA
1767
Blodgett Wealth Advisors
California
$298K
WPP
1768
Whalerock Point Partners
Rhode Island
$298K
HIC
1769
Holderness Investments Company
North Carolina
$298K
RMAM
1770
Raab & Moskowitz Asset Management
New Jersey
$297K
SIA
1771
SeaBridge Investment Advisors
New Jersey
$296K
SGCA
1772
Steel Grove Capital Advisors
Tennessee
$295K
BLFG
1773
Brian Low Financial Group
Louisiana
$295K
SFGM
1774
Stonebridge Financial Group (Missouri)
Missouri
$294K
MMPW
1775
Mitchell McLeod Pugh & Williams
Alabama
$293K