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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
HT
1826
Headlands Technologies
Illinois
$266K
TVPW
1827
Third View Private Wealth
Connecticut
$265K
AC
1828
Apella Capital
Connecticut
$264K
PB
1829
Pinnacle Bancorp
Nebraska
$264K
BAM
1830
Boyar Asset Management
New York
$264K
FWP
1831
FAS Wealth Partners
Kansas
$263K
RPWA
1832
Regent Peak Wealth Advisors
Georgia
$261K
MA
1833
MJP Associates
Connecticut
$261K
PMFA
1834
Plante Moran Financial Advisors
Michigan
$260K
BWM
1835
BNB Wealth Management
Maryland
$259K
BFG
1836
Berger Financial Group
Minnesota
$257K
SB
1837
Sunflower Bank
Texas
$257K
RWA
1838
Redhawk Wealth Advisors
Minnesota
$256K
AIM
1839
Avity Investment Management
Connecticut
$256K
WHCI
1840
W.H. Cornerstone Investments
Massachusetts
$256K
KFGK
1841
Keystone Financial Group (Kentucky)
Kentucky
$256K
SQA
1842
Simon Quick Advisors
New Jersey
$255K
AA
1843
Acorns Advisers
California
$253K
WFA
1844
WestHill Financial Advisors
California
$252K
GBT
1845
Grove Bank & Trust
Florida
$252K
LBC
1846
Leigh Baldwin & Co
New York
$252K
LPAM
1847
Lodestar Private Asset Management
California
$252K
CA
1848
Cache Advisors
California
$251K
4WM
1849
49 Wealth Management
Texas
$251K
OPWM
1850
Oxinas Partners Wealth Management
Indiana
$251K