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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
CCIA
1926
Cherry Creek Investment Advisors
Colorado
$220K
RWM
1927
Riverbend Wealth Management
South Carolina
$220K
SYBT
1928
Stock Yards Bank & Trust
Kentucky
$220K
HC
1929
Hamilton Capital
Ohio
$220K
RRA
1930
Red Reef Advisors
Florida
$220K
JCM
1931
Jacobsen Capital Management
Utah
$220K
CWP
1932
Curated Wealth Partners
California
$219K
CI
1933
CacheTech Inc
Utah
$218K
LWM
1934
Liberty Wealth Management
California
$218K
IP
1935
Ignite Planners
California
$218K
CPA
1936
Cardiff Park Advisors
California
$218K
TCOTS
1937
Trust Company of the South
North Carolina
$217K
SCP
1938
Sivia Capital Partners
California
$217K
JMA
1939
J.M. Arbour
Maine
$217K
MFA
1940
Morling Financial Advisors
California
$216K
SDWMA
1941
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K
AMG
1942
Asset Management Group
Connecticut
$216K
WAS
1943
Westco Advisory Services
New York
$216K
FA
1944
Fiducient Advisors
Illinois
$216K
EW
1945
Elyxium Wealth
California
$215K
TSMHT
1946
Thurston Springer Miller Herd & Titak
Indiana
$214K
TBWA
1947
Three Bridge Wealth Advisors
California
$214K
FFB
1948
First Financial Bankshares
Texas
$214K
BF
1949
Brooklyn FI
New York
$212K
FCM
1950
Fell Capital Management
California
$211K