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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
GCP
1876
GSA Capital Partners
United Kingdom
$242K
EWP
1877
Elevation Wealth Partners
California
$242K
RIA
1878
Regal Investment Advisors
Michigan
$242K
JCM
1879
Jacobi Capital Management
Pennsylvania
$241K
FOA
1880
Five Oceans Advisors
California
$241K
SWASL
1881
Spartan Wealth Advisory Services LLC
Michigan
$241K
GAFA
1882
Garton & Associates Financial Advisors
Kentucky
$241K
VA
1883
Valmark Advisers
Ohio
$240K
CAC
1884
Core Alternative Capital
Georgia
$239K
AIP
1885
Almanack Investment Partners
Pennsylvania
$238K
SFWA
1886
Summit Financial Wealth Advisors
Louisiana
$238K
BDFN
1887
Bond & Devick Financial Network
Minnesota
$238K
WTFG
1888
Wood Tarver Financial Group
Idaho
$238K
LRPA
1889
L. Roy Papp & Associates
Arizona
$237K
MAM
1890
Morse Asset Management
Connecticut
$237K
IFPL
1891
Investments & Financial Planning LLC
Kentucky
$236K
CPIA
1892
Cornell Pochily Investment Advisors
New York
$236K
NCM
1893
Northside Capital Management
Oregon
$236K
HAI
1894
Hennessy Advisors Inc
California
$235K
TPA
1895
Trivium Point Advisory
Connecticut
$234K
MCM
1896
Manchester Capital Management
Vermont
$233K
GD
1897
Grandfield & Dodd
New York
$233K
PFM
1898
Patton Fund Management
Texas
$233K
GIA
1899
Guyasuta Investment Advisors
Pennsylvania
$232K
SPC
1900
Spirepoint Private Client
Florida
$232K