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SCHW

Charles Schwab

Delisted

SCHW was delisted on the 10th of June, 2026.

2,309 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
2,309
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
BBPWM
2176
Blue Bell Private Wealth Management
Pennsylvania
$22.2K
LFASL
2177
Lugano Financial Advisors SA (LFA)
Switzerland
$22.1K
WA
2178
Whipplewood Advisors
Colorado
$21.5K
RF
2179
Roxbury Financial
New Jersey
$21.4K
DF
2180
Dunhill Financial
United Kingdom
$21.3K
HC
2181
Hurley Capital
New York
$21.2K
MNA
2182
Manning & Napier Advisors
New York
$21.2K
Kayne Anderson Rudnick Investment Management
2183
Kayne Anderson Rudnick Investment Management
California
$21.2K
POIA
2184
Pin Oak Investment Advisors
Texas
$21K
EFMH
2185
E Fund Management (HK)
Hong Kong
$21K
NF
2186
Napier Financial
Massachusetts
$21K
BHWM
2187
Bay Harbor Wealth Management
Maryland
$20.4K
MWM
2188
Mascoma Wealth Management
New Hampshire
$20.4K
SL
2189
Salomon & Ludwin
Virginia
$20.2K
HFS
2190
Horizon Financial Services
North Carolina
$20.1K
TLFA
2191
True Link Financial Advisors
California
$19.7K
PWMG
2192
Prestige Wealth Management Group
New Jersey
$19.3K
WTA
2193
Washington Trust Advisors
Massachusetts
$19.3K
AEPWM
2194
Atlantic Edge Private Wealth Management
Florida
$18.8K
FDW
2195
Fourth Dimension Wealth
Ohio
$18.8K
OAJ
2196
Ogorek Anthony Joseph
New York
$18K
AIM
2197
Arcadia Investment Management
Michigan
$17.4K
CMP
2198
Coston McIsaac & Partners
Maine
$17K
FRA
2199
Front Row Advisors
California
$16.9K
CIR
2200
Clear Investment Research
Georgia
$16.9K