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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,309 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
2,309
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
Swedbank
176
Swedbank
Sweden
$74.8M
NIG
177
NFJ Investment Group
Texas
$73.5M
BHCM
178
Brevan Howard Capital Management
Jersey
$72.3M
CS
179
Candriam SCA
Luxembourg
$71.8M
PA
180
Paralel Advisors
Colorado
$70.5M
ESBC
181
E.S. Barr & Co
Kentucky
$70.1M
TD Asset Management
182
TD Asset Management
Ontario, Canada
$69.8M
BHC
183
Bowen Hanes & Co
Florida
$69.6M
Alyeska Investment Group
184
Alyeska Investment Group
Illinois
$69.6M
Creative Planning
185
Creative Planning
Kansas
$69.5M
Fidelity International
186
Fidelity International
Bermuda
$69.4M
Allspring Global Investments
187
Allspring Global Investments
North Carolina
$68.9M
Nomura Asset Management
188
Nomura Asset Management
Japan
$68.7M
Asset Management One
189
Asset Management One
Japan
$68.6M
BCM
190
Becker Capital Management
Oregon
$68.5M
NAMI
191
Nomura Asset Management International
Pennsylvania
$68.2M
MAM
192
Madison Asset Management
Wisconsin
$67.8M
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$67.4M
Treasurer of the State of North Carolina
194
Treasurer of the State of North Carolina
North Carolina
$67.2M
EIC
195
Equity Investment Corp
Georgia
$66.3M
SL
196
Summitry LLC
California
$66.2M
HIM
197
HughesLittle Investment Management
$66.1M
CS
198
Central Securities
New York
$65.8M
KBC Group
199
KBC Group
Belgium
$65.6M
CB
200
Cooke & Bieler
Pennsylvania
$65.4M