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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
BFS
2226
Bare Financial Services
Pennsylvania
$10.7K
BFPW
2227
BOK Financial Private Wealth
Colorado
$10.7K
RCM
2228
Raleigh Capital Management
North Carolina
$10.5K
CIM
2229
Contravisory Investment Management
Massachusetts
$10.5K
KG
2230
Kilter Group
New York
$9.68K
OCM
2231
Osbon Capital Management
Massachusetts
$9.59K
MS
2232
Monetary Solutions
Ohio
$9.4K
SFAM
2233
Sawyer Falduto Asset Management
Illinois
$9.4K
MWA
2234
Miller Wealth Advisors
Colorado
$9.4K
IWS
2235
Intentional Wealth Strategies
Colorado
$9.4K
AT
2236
Avalon Trust
New Mexico
$9.4K
RWS
2237
Retirement Wealth Solutions
Wisconsin
$9.21K
SI
2238
Sapience Investments
California
$8.83K
FUBT
2239
First United Bank & Trust
Maryland
$8.74K
CB
2240
Centennial Bank
Arkansas
$8.65K
ANBT
2241
American National Bank & Trust
Texas
$8.46K
RFA
2242
Reyes Financial Architecture
California
$8.46K
BH
2243
Burk Holdings
Oklahoma
$8.46K
BC
2244
Bayforest Capital
United Kingdom
$7.99K
RWM
2245
Rialto Wealth Management
New York
$7.89K
DPW
2246
DiNuzzo Private Wealth
Pennsylvania
$7.8K
TFM
2247
TFC Financial Management
Massachusetts
$7.24K
NWM
2248
Nova Wealth Management
Florida
$7.12K
UFPG
2249
United Financial Planning Group
New York
$7.05K
CA
2250
Centerpoint Advisors
Massachusetts
$7K