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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
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$64.6M
FGP
202
Freestone Grove Partners
California
$64M
Toronto Dominion Bank
203
Toronto Dominion Bank
Ontario, Canada
$63.3M
MSV
204
MN Services Vermogensbeheer
Netherlands
$63.2M
Ohio Public Employees Retirement System (OPERS)
205
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.7M
Millennium Management
206
Millennium Management
New York
$61.2M
Handelsbanken Fonder
207
Handelsbanken Fonder
Sweden
$61M
KK
208
KLP Kapitalforvaltning
Norway
$60.2M
PAM
209
Panagora Asset Management
Massachusetts
$60.2M
Man Group
210
Man Group
United Kingdom
$59.8M
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$58.3M
HBCM
212
Heron Bay Capital Management
Michigan
$57.8M
CIPU
213
Caledonia Investments plc (UK)
United Kingdom
$57.4M
AAM
214
Aureus Asset Management
Massachusetts
$56.9M
ACL
215
Azora Capital LP
Florida
$55.4M
State of Tennessee, Department of Treasury
216
State of Tennessee, Department of Treasury
Tennessee
$55.2M
State of New Jersey Common Pension Fund D
217
State of New Jersey Common Pension Fund D
New Jersey
$54.6M
Ninety One (UK)
218
Ninety One (UK)
United Kingdom
$54.3M
MML Investors Services
219
MML Investors Services
Massachusetts
$54M
DZ Bank
220
DZ Bank
Germany
$52M
CIM
221
Corda Investment Management
Texas
$52M
TAF
222
Tredje AP-fonden
Sweden
$52M
LF
223
Lansforsakringar Fondforvaltning
Sweden
$51.9M
Squarepoint
224
Squarepoint
New York
$51.9M
VA
225
Vident Advisory
Georgia
$51.7M