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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
FTC
1951
Farmers Trust Company
Ohio
$211K
T
1952
TrustBank
Illinois
$210K
BTD
1953
BankPlus Trust Department
Mississippi
$210K
LWM
1954
LeConte Wealth Management
Tennessee
$210K
SP
1955
Stonebrook Private
Michigan
$209K
TWM
1956
Tumwater Wealth Management
Idaho
$209K
MAG
1957
Mayfair Advisory Group
Alabama
$209K
TFA
1958
Teamwork Financial Advisors
Texas
$209K
KMWM
1959
Keudell/Morrison Wealth Management
Oregon
$209K
NWWA
1960
New Wave Wealth Advisors
Arkansas
$209K
Verition Fund Management
1961
Verition Fund Management
Connecticut
$208K
W
1962
WorthPointe
California
$208K
SS
1963
SBI Securities
Japan
$208K
PCA
1964
Prosperity Capital Advisors
Ohio
$208K
SOW
1965
State of Wyoming
Wyoming
$207K
TAP
1966
TSG Advice Partners
Ohio
$207K
SIAG
1967
Safeguard Investment Advisory Group
California
$207K
MWA
1968
Medallion Wealth Advisors
Connecticut
$207K
MHC
1969
Meyer Handelman Company
New York
$207K
ACA
1970
Aspire Capital Advisors
Washington
$207K
GHA
1971
Granite Harbor Advisors
Texas
$207K
BEC
1972
Blue Edge Capital
Virginia
$207K
GFWA
1973
Grey Fox Wealth Advisors
Delaware
$206K
GWM
1974
Gilpin Wealth Management
Colorado
$205K
RWP
1975
Revolve Wealth Partners
New Jersey
$205K