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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
DWP
1776
Destiny Wealth Partners
Florida
$293K
MFGM
1777
Marshall Financial Group (Maryland)
Maryland
$293K
SC
1778
Sapient Capital
Indiana
$292K
CCM
1779
Chilton Capital Management
Texas
$292K
OBWG
1780
Onyx Bridge Wealth Group
New York
$292K
BMC
1781
Benin Management Corp
Connecticut
$292K
GFA
1782
Gallagher Fiduciary Advisors
Illinois
$291K
SGK
1783
Steigerwald Gordon & Koch
Virginia
$290K
TWM
1784
Tradition Wealth Management
Minnesota
$290K
TFG
1785
Tilson Financial Group
New Jersey
$290K
SNPAM
1786
St. Nicholas Private Asset Management
Florida
$289K
WI
1787
WBI Investments
New Jersey
$289K
OWP
1788
Obermeyer Wealth Partners
Colorado
$289K
AMPWP
1789
Alvarez & Marsal Private Wealth Partners
Florida
$289K
GFG
1790
Greystone Financial Group
Michigan
$288K
LWM
1791
LJI Wealth Management
Indiana
$288K
PFS
1792
Physicians Financial Services
North Carolina
$287K
SFG
1793
SNS Financial Group
Minnesota
$287K
ADL
1794
Asset Dedication LLC
California
$287K
MF
1795
Manuka Financial
Virginia
$286K
QFW
1796
QTR Family Wealth
Florida
$285K
AC
1797
Armistice Capital
New York
$284K
FPW
1798
Flywheel Private Wealth
California
$284K
CP
1799
Cornerstone Planning
North Carolina
$284K
PWM
1800
Pines Wealth Management
North Carolina
$284K