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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
MDA
2276
Minot DeBlois Advisors
Massachusetts
$3.29K
BWM
2277
Benson Wealth Management
Tennessee
$3.29K
PS
2278
PayPay Securities
Japan
$3.15K
1IA
2279
1620 Investment Advisors
Massachusetts
$3.1K
PF
2280
PlanVest Financial
Maryland
$2.83K
ECA
2281
Elevated Capital Advisors
Utah
$2.82K
RWPA
2282
Richard W. Paul & Associates
Michigan
$2.82K
MAFA
2283
MJT & Associates Financial Advisory
Minnesota
$2.54K
VR
2284
Vision Retirement
New Jersey
$2.54K
MWA
2285
Merkkuri Wealth Advisors
New York
$2.48K
HIA
2286
HFM Investment Advisors
New Jersey
$2.26K
FG
2287
Fairman Group
Pennsylvania
$2.16K
Q1WB
2288
Quest 10 Wealth Builders
Virginia
$2.07K
MTC
2289
Matrix Trust Company
Colorado
$2K
DFA
2290
DHJJ Financial Advisors
Illinois
$1.9K
HIC
2291
Hamrick Investment Counsel
Washington
$1.88K
AP
2292
Aspect Partners
Virginia
$1.79K
DF
2293
DecisionPoint Financial
Arizona
$1.62K
FPF
2294
First Pacific Financial
Washington
$1.51K
FDCP
2295
Foster Dykema Cabot & Partners
Massachusetts
$1.5K
BW
2296
Basepoint Wealth
Iowa
$1.15K
RPA
2297
Redwood Park Advisors
California
$1.03K
SMBT
2298
Southern Michigan Bank & Trust
Michigan
$1.03K
NA
2299
Networth Advisors
Pennsylvania
$1.03K
PJC
2300
Phillip James Consulting
Minnesota
$1K