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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
DCM
2051
Davis Capital Management
Florida
$95.7K
VWA
2052
VSM Wealth Advisory
Maryland
$92.7K
SWM
2053
SHP Wealth Management
Massachusetts
$90.3K
CCA
2054
Catalyst Capital Advisors
New York
$89.4K
FCAS
2055
First Command Advisory Services
Texas
$89.1K
AF
2056
Align Financial
Minnesota
$87.5K
SIM
2057
Synergy Investment Management
Florida
$86.4K
CB
2058
Community Bank
New York
$86.3K
SEP
2059
Signature Equity Partners
Ohio
$84.6K
IAAG
2060
Innovative Asset Advisors Group
Connecticut
$82.1K
CBT
2061
CoreFirst Bank & Trust
Kansas
$81K
RBC
2062
Roble Belko & Company
Pennsylvania
$80K
ORAM
2063
One River Asset Management
Connecticut
$77.5K
CPG
2064
Cornerstone Planning Group
New Jersey
$76.1K
HCM
2065
Hollencrest Capital Management
California
$76.1K
SRCM
2066
Signature Resources Capital Management
California
$73.4K
JSAM
2067
J. Safra Asset Management
New York
$72K
HAP
2068
Harbor Asset Planning
Massachusetts
$71.8K
DCM
2069
Disciplina Capital Management
Tennessee
$71.7K
GF
2070
GGM Financials
Ohio
$70.2K
MTIC
2071
Missouri Trust & Investment Company
Missouri
$69.1K
FFO
2072
Fortitude Family Office
Arizona
$67.9K
GFA
2073
Godfrey Financial Associates
New York
$67.6K
SWA
2074
Strategic Wealth Advisors
Arizona
$67K
GSWM
2075
Golden State Wealth Management
California
$66.3K