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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
IAS
2026
IMA Advisory Services
Colorado
$116K
TPWA
2027
Twin Peaks Wealth Advisors
California
$115K
SAM
2028
Sherman Asset Management
California
$114K
RMP
2029
Richards, Merrill & Peterson
Washington
$113K
HIA
2030
Harbor Investment Advisory
Maryland
$111K
CBT
2031
Crews Bank & Trust
Florida
$110K
AF
2032
Abound Financial
California
$110K
PP
2033
Pacifica Partners
Canada
$110K
FAMI
2034
Fideuram Asset Management (Ireland)
$109K
CA
2035
Crewe Advisors
Utah
$109K
QL
2036
Quarry LP
New York
$108K
C
2037
Covestor
United Kingdom
$107K
EF
2038
Entrust Financial
Pennsylvania
$107K
EI
2039
EFG International
$107K
ACM
2040
Anfield Capital Management
California
$107K
GK
2041
Graney & King
New York
$106K
LHEI
2042
Leo H. Evart Inc
California
$106K
ACA
2043
Atlas Capital Advisors
Wyoming
$105K
MEG
2044
Millstone Evans Group
Colorado
$103K
CAL
2045
Capital Advisors Ltd
Ohio
$100K
NMC
2046
Nine Masts Capital
Hong Kong
$99.4K
WIM
2047
Westside Investment Management
California
$99.1K
DWM
2048
Darwin Wealth Management
Florida
$97.7K
LC
2049
Lavaca Capital
Texas
$97.7K
CFFP
2050
Center for Financial Planning
Michigan
$95.9K