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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
SA
2151
Scarborough Advisors
Maryland
$28.7K
VWM
2152
Vermillion Wealth Management
Minnesota
$28.7K
BGA
2153
Battery Global Advisors
Massachusetts
$28.4K
AW
2154
Avion Wealth
Texas
$28K
SHIM
2155
Stone House Investment Management
Pennsylvania
$28K
JGCM
2156
Joseph Group Capital Management
Ohio
$27.9K
BAM
2157
Bellevue Asset Management
Washington
$27.7K
BFS
2158
Beacon Financial Strategies
North Carolina
$27.4K
PPC
2159
Park Place Capital
Alabama
$26.8K
GA
2160
GoalVest Advisory
New York
$26.3K
PGAM
2161
Princeton Global Asset Management
New Jersey
$26.2K
Loomis, Sayles & Company
2162
Loomis, Sayles & Company
Massachusetts
$26K
MAM
2163
Meeder Asset Management
Ohio
$26K
SSG
2164
Summit Securities Group
New York
$25.8K
AT
2165
Arlington Trust
Alabama
$25.8K
FFA
2166
Frazier Financial Advisors
Ohio
$25.6K
SFS
2167
Sunrise Financial Services
Washington
$25.1K
FCG
2168
Financial Connections Group
California
$25K
MAS
2169
MPWM Advisory Solutions
Georgia
$24.7K
PSB
2170
Piscataqua Savings Bank
New Hampshire
$24.2K
GCM
2171
Gables Capital Management
Florida
$23.4K
VFM
2172
Vision Financial Markets
Connecticut
$22.8K
IWM
2173
IMG Wealth Management
Florida
$22.7K
P
2174
Palladiem
Pennsylvania
$22.4K
STB
2175
S&T Bank
Pennsylvania
$22.3K