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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
OKSA
1851
O'Keefe Stevens Advisory
New York
$250K
FG
1852
Foster Group
Iowa
$249K
Twin Tree Management
1853
Twin Tree Management
Texas
$248K
BP
1854
Broadleaf Partners
Ohio
$248K
AIA
1855
Allied Investment Advisors
Montana
$248K
TPWA
1856
TRUE Private Wealth Advisors
Oregon
$248K
SWA
1857
SOA Wealth Advisors
New York
$247K
DOA
1858
D'Orazio & Associates
Virginia
$247K
CIM
1859
Catalyst Investment Management
New Hampshire
$247K
EL
1860
EWA LLC
Pennsylvania
$246K
TC
1861
TFR Capital
Texas
$246K
IHL
1862
Investment House LLC
California
$246K
SB
1863
Strategic Blueprint
Georgia
$246K
MFS
1864
Mirabella Financial Services
United Kingdom
$245K
CIS
1865
Capital International Sarl
California
$245K
EV
1866
EJMK Ventures
Illinois
$244K
DT
1867
DV Trading
Illinois
$244K
FHA
1868
Flagship Harbor Advisors
Massachusetts
$244K
OW
1869
Olistico Wealth
Oklahoma
$244K
GKIM
1870
GW&K Investment Management
Massachusetts
$244K
MCWA
1871
Meadow Creek Wealth Advisors
Georgia
$244K
OA
1872
Oasis Advisors
Iowa
$244K
CFD
1873
Creative Financial Designs
Indiana
$243K
TW
1874
TritonPoint Wealth
Maryland
$243K
LTAS
1875
Linden Thomas Advisory Services
North Carolina
$243K