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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
FPB
2126
First PREMIER Bank
South Dakota
$42K
MSWM
2127
Mowery & Schoenfeld Wealth Management
Illinois
$42K
MMCM
2128
Murphy & Mullick Capital Management
New York
$40.8K
SA
2129
Seneschal Advisors
Washington
$40.4K
HWP
2130
Highline Wealth Partners
California
$38.3K
BHWM
2131
Beaird Harris Wealth Management
Texas
$37.9K
SC
2132
Stance Capital
Massachusetts
$37.6K
CFS
2133
CGC Financial Services
Oregon
$37.6K
IWP
2134
IAG Wealth Partners
Wisconsin
$37.6K
ACA
2135
American Capital Advisory
Idaho
$37.1K
BWL
2136
Bogart Wealth LLC
Virginia
$35.4K
JWM
2137
JPL Wealth Management
Colorado
$34.8K
OPTFSNA
2138
Old Point Trust & Financial Services N A
Virginia
$34.4K
NFSG
2139
Newbridge Financial Services Group
Florida
$33.6K
MSG
2140
Main Street Group
Virginia
$33.1K
HC
2141
Hoese & Co
Minnesota
$33.1K
DWM
2142
Dogwood Wealth Management
Kansas
$32.8K
RWM
2143
RMG Wealth Management
Wisconsin
$31.6K
PWMG
2144
Private Wealth Management Group
New Jersey
$31.1K
AIA
2145
Aventus Investment Advisors
Florida
$31K
AWM
2146
Abound Wealth Management
Tennessee
$30.9K
GEA
2147
Glen Eagle Advisors
New Jersey
$30.6K
BIAS
2148
Beacon Investment Advisory Services
New Jersey
$30.4K
ME
2149
McIlrath & Eck
Washington
$30.2K
AFG
2150
Albion Financial Group
Utah
$30.1K