We are live on ! Find out more
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
DWS
2001
Dynamic Wealth Strategies
California
$153K
EPIMS
2002
Evelyn Partners Investment Management Services
$148K
AFC
2003
Ares Financial Consulting
California
$148K
AF
2004
Advisornet Financial
Minnesota
$146K
MIM
2005
MTM Investment Management
South Carolina
$145K
EB
2006
Eastern Bank
Massachusetts
$145K
WOSD
2007
WFA of San Diego
California
$145K
CWM
2008
Cranbrook Wealth Management
Michigan
$144K
RTC
2009
Riverview Trust Company
Washington
$143K
CSB
2010
City State Bank
Iowa
$142K
BC
2011
Barrett & Company
Rhode Island
$142K
MCM
2012
MV Capital Management
Maryland
$141K
YP
2013
YANKCOM Partnership
South Dakota
$137K
WG
2014
Wellington Group
Indiana
$134K
VEA
2015
Virtus ETF Advisers
New York
$129K
ZI
2016
ZEGA Investments
Florida
$128K
WAG
2017
Wilkerson Advisory Group
Missouri
$127K
DIP
2018
DT Investment Partners
Pennsylvania
$127K
API
2019
Asset Planning Inc
California
$127K
VC
2020
Vestor Capital
Illinois
$123K
RF
2021
Rossby Financial
Florida
$123K
ITIM
2022
Indiana Trust & Investment Management
Indiana
$119K
PWM
2023
Proathlete Wealth Management
Florida
$119K
FMII
2024
Farmers & Merchants Investments Inc
Nebraska
$119K
CC
2025
Corsicana & Co
Texas
$117K