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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
OCM
2251
Orion Capital Management
California
$6.7K
WAS
2252
Winch Advisory Services
Wisconsin
$6.59K
HHCP
2253
Hilton Head Capital Partners
South Carolina
$6.49K
HIW
2254
Holos Integrated Wealth
Pennsylvania
$6.07K
T
2255
Tidemark
California
$6.01K
JGIA
2256
Jackson Grant Investment Advisers
Connecticut
$5.83K
MAM
2257
Marquette Asset Management
Minnesota
$5.83K
NWS
2258
Nvest Wealth Strategies
Ohio
$5.73K
CFG
2259
Clayton Financial Group
Missouri
$5.73K
LWMI
2260
Legacy Wealth Management (Idaho)
Idaho
$5.45K
TM
2261
Torren Management
California
$5.39K
1NWS
2262
1 North Wealth Services
Maryland
$5.36K
WA
2263
WestEnd Advisors
North Carolina
$5.17K
PAG
2264
Paladin Advisory Group
Iowa
$4.89K
1CP
2265
1015 Capital Partners
Pennsylvania
$4.79K
RFA
2266
Register Financial Advisors
Georgia
$4.61K
BA
2267
Bard Associates
Illinois
$4.42K
TIAA Trust, National Association
2268
TIAA Trust, National Association
North Carolina
$4.42K
BSB
2269
Bangor Savings Bank
Maine
$4.32K
CIAS
2270
CBIZ Investment Advisory Services
Ohio
$3.95K
RJA
2271
Ross\Johnson & Associates
Minnesota
$3.95K
KCM
2272
Key Capital Management
Tennessee
$3.76K
HI
2273
Hoey Investments
Pennsylvania
$3.67K
TWM
2274
TopTier Wealth Management
Wisconsin
$3.67K
LA
2275
LM Advisors
California
$3.37K