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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
SN
2201
Sittner & Nelson
Oregon
$16.7K
HNW
2202
High Note Wealth
Minnesota
$16.2K
TCA
2203
Trifecta Capital Advisors
Illinois
$16.1K
APW
2204
Acima Private Wealth
Virginia
$15.9K
CFM
2205
Cornerstone Financial Management
Massachusetts
$15.7K
ATC
2206
Adirondack Trust Company
New York
$15.5K
GTAM
2207
Global Trust Asset Management
Florida
$15.4K
FNWA
2208
Financial Network Wealth Advisors
Utah
$15.1K
NI
2209
NCP Inc
California
$14.3K
HWM
2210
HighMark Wealth Management
Minnesota
$14.3K
RFG
2211
REAP Financial Group
Texas
$14.1K
RTL
2212
Red Tortoise LLC
Georgia
$13.9K
APW
2213
Aventura Private Wealth
Florida
$13.9K
BW
2214
Bravera Wealth
North Dakota
$13.8K
NECFA
2215
New England Capital Financial Advisors
Connecticut
$13.5K
MCA
2216
McGuire Capital Advisors
Oklahoma
$13.3K
PCM
2217
Penserra Capital Management
California
$13K
SR
2218
Swiss Re
Switzerland
$12.5K
EWM
2219
Evolution Wealth Management
Florida
$12.2K
NRG
2220
Nemes Rush Group
Michigan
$12K
IW
2221
Imprint Wealth
South Carolina
$12K
CWM
2222
Consultiva Wealth Management
Puerto Rico
$11.4K
MCI
2223
MRP Capital Investments
Georgia
$10.8K
KFG
2224
Kingdom Financial Group
Arizona
$10.8K
LAS
2225
Lloyd Advisory Services
Georgia
$10.8K