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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
CG
1976
Corundum Group
Colorado
$204K
SAM
1977
Seelaus Asset Management
New Jersey
$204K
B
1978
Birchbrook
Maine
$204K
HI
1979
Hendershot Investments
Virginia
$203K
HIG
1980
Heritage Investment Group
Florida
$203K
RWRC
1981
R.W. Roge & Company
New York
$203K
FCM
1982
Firestone Capital Management
Florida
$203K
MCB
1983
Morton Community Bank
Illinois
$202K
NB
1984
Northwest Bancshares
Pennsylvania
$201K
CCG
1985
Ceeto Capital Group
Florida
$200K
TC
1986
Truvestments Capital
Florida
$199K
TFIPS
1987
Towarzystwo Funduszy Inwestycyjnych PZU SA
$191K
TVWM
1988
Tower View Wealth Management
Wisconsin
$188K
MUMSS
1989
Mitsubishi UFJ Morgan Stanley Securities
Japan
$187K
UIA
1990
Ulland Investment Advisors
Minnesota
$182K
WSFG
1991
Wall Street Financial Group
Illinois
$179K
SIS
1992
Sound Income Strategies
Florida
$171K
BGAI
1993
Bruce G. Allen Investments
Colorado
$168K
HFM
1994
Hartford Financial Management
Connecticut
$164K
ESC
1995
Eurizon SLJ Capital
$162K
BIA
1996
Bell Investment Advisors
California
$161K
LAMC
1997
Longview Asset Management (California)
California
$160K
PK
1998
Pflug Koory
Nebraska
$156K
SA
1999
SRH Advisors
Kansas
$156K
RC
2000
Rexford Capital
Texas
$155K