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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
AWA
2076
Acumen Wealth Advisors
Tennessee
$66.1K
FMB
2077
Field & Main Bank
Kentucky
$65.8K
KC
2078
Knuff & Co
California
$65.8K
KFP
2079
Kerr Financial Planning
California
$65.3K
PWAM
2080
Private Wealth Asset Management
Iowa
$64.4K
DAM
2081
Delta Asset Management
Tennessee
$62.6K
MMG
2082
Monetary Management Group
Missouri
$61.1K
WA
2083
Westfuller Advisors
New York
$60.3K
CIEC
2084
Crédit Industriel et Commercial
France
$59.2K
OCWP
2085
Owl Creek Wealth Partners
Colorado
$58.8K
NSIM
2086
North Star Investment Management
Illinois
$58.8K
FLP
2087
Financial Life Planners
Arizona
$58.7K
TCM
2088
Tradewinds Capital Management
Washington
$58.5K
CMA
2089
Cedar Mountain Advisors
Oregon
$57.9K
GC
2090
Gould Capital
Washington
$56.4K
EA
2091
Evergreen Advisors
Tennessee
$56.3K
BA
2092
Ballast Advisors
Minnesota
$56K
PWA
2093
Physician Wealth Advisors
Utah
$55.3K
AWM
2094
Activest Wealth Management
Florida
$55.3K
IRC
2095
Investors Research Corp
Georgia
$54.8K
B
2096
Bayban
Minnesota
$54.2K
KFI
2097
Key Financial Inc
Pennsylvania
$53.5K
CWA
2098
Carolina Wealth Advisors
South Carolina
$53.1K
WA
2099
WPG Advisers
Maryland
$52.8K
KAS
2100
Kemnay Advisory Services
New York
$52.4K