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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
SFG
1801
Sather Financial Group
Texas
$284K
MWA
1802
Martel Wealth Advisors
Washington
$282K
DWM
1803
Drive Wealth Management
Utah
$280K
MSWA
1804
Marshall & Sterling Wealth Advisors
New York
$280K
KWS
1805
Keystone Wealth Services
California
$279K
VCA
1806
Verdence Capital Advisors
Maryland
$279K
BFA
1807
Beaumont Financial Advisors
Massachusetts
$279K
EFSCE
1808
Enterprise Financial Services Corp (EFSC)
Missouri
$279K
CCG
1809
Cypress Capital Group
Florida
$277K
WP
1810
WealthShield Partners
North Carolina
$276K
BWP
1811
Bernardo Wealth Planning
Pennsylvania
$276K
TF
1812
Tompkins Financial
New York
$275K
SW
1813
SteelPeak Wealth
California
$275K
SLC
1814
Second Line Capital
Louisiana
$274K
WA1
1815
Wimmer Associates 1
California
$273K
SWM
1816
Stockman Wealth Management
Montana
$273K
SWMG
1817
Signature Wealth Management Group
Georgia
$272K
TW
1818
Traveka Wealth
California
$271K
FBFS
1819
First Business Financial Services
Wisconsin
$271K
LA
1820
Lifeworks Advisors
Michigan
$269K
ZIM
1821
Zacks Investment Management
Illinois
$269K
CFS
1822
CRA Financial Services
New Jersey
$268K
CVA
1823
Central Valley Advisors
California
$267K
AWS
1824
Arkfeld Wealth Strategies
Nebraska
$266K
PL
1825
Plancorp LLC
Missouri
$266K