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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
CWP
2101
Clark Wealth Partners
Illinois
$52K
AW
2102
Ankerstar Wealth
Texas
$51.8K
WAG
2103
Wiser Advisor Group
Arizona
$51.7K
FC
2104
Fairscale Capital
New Hampshire
$51.1K
DSC
2105
Duncker Streett & Co
Missouri
$50.7K
HFS
2106
Hughes Financial Services
Virginia
$50.6K
GWP
2107
Gen-Wealth Partners
Michigan
$48.7K
NL
2108
NVWM LLC
Pennsylvania
$48.4K
ECM
2109
Estabrook Capital Management
New York
$48.4K
CTB
2110
Country Trust Bank
Illinois
$47.8K
BAM
2111
Byrne Asset Management
New Jersey
$47.4K
SC
2112
Steph & Co
Wisconsin
$47.3K
GJIA
2113
Glass Jacobson Investment Advisors
Maryland
$47.1K
VWM
2114
Valley Wealth Managers
New Jersey
$47K
AAG
2115
Accordant Advisory Group
Maryland
$47K
S
2116
Sachetta
Massachusetts
$46.3K
CSC
2117
Caldwell Sutter Capital
California
$45.7K
FFL
2118
Financial Freedom LLC
Ohio
$45.6K
BCM
2119
Boreal Capital Management
Florida
$44.6K
FFC
2120
First Financial Corp
Indiana
$44.5K
TWD
2121
True Wealth Design
Ohio
$44.2K
TC
2122
Trust Company
Kansas
$43.9K
EPAM
2123
Evelyn Partners Asset Management
$43.9K
VWA
2124
Valued Wealth Advisors
Utah
$43.8K
TCM
2125
TD Capital Management
Tennessee
$43.6K