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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
PFA
1901
Pathway Financial Advisors
Vermont
$232K
SWM
1902
Segment Wealth Management
Texas
$232K
CIM
1903
Capital Investment Management
Missouri
$231K
DBRC
1904
D.B. Root & Company
Pennsylvania
$230K
NIA
1905
NBZ Investment Advisors
Tennessee
$230K
SWM
1906
Silverlake Wealth Management
Vermont
$229K
DWA
1907
Douglass Winthrop Advisors
New York
$229K
RRWA
1908
Rainey & Randall Wealth Advisors
Florida
$229K
WWC
1909
Waypoint Wealth Counsel
Georgia
$228K
FAFN
1910
First Affirmative Financial Network
Colorado
$228K
CNB
1911
Camden National Bank
Maine
$227K
CFS
1912
Coordinated Financial Services
Colorado
$227K
PF
1913
Phoenix Financial
Israel
$226K
VCM
1914
Violich Capital Management
California
$226K
TFA
1915
Transamerica Financial Advisors
Florida
$224K
VAG
1916
VisionPoint Advisory Group
Texas
$224K
ZIC
1917
ZWJ Investment Counsel
Georgia
$224K
VNT
1918
Vanguard National Trust
Pennsylvania
$223K
AWC
1919
Abundance Wealth Counselors
Pennsylvania
$223K
BA
1920
Bellwether Advisors
Nebraska
$223K
PHWM
1921
Pine Harbor Wealth Management
Maryland
$222K
LWA
1922
Legacy Wealth Advisors
Florida
$222K
A
1923
Argentarii
Ohio
$222K
SPWM
1924
Schrum Private Wealth Management
Florida
$221K
PCM
1925
Prospera Capital Management
Arizona
$221K