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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
SPC
2326
Stony Point Capital
New York
Pacer Advisors
2327
Pacer Advisors
Pennsylvania
WorldQuant Millennium Advisors
2328
WorldQuant Millennium Advisors
New York
CA
2329
Cornerstone Advisors
North Carolina
AFA
2330
Abacus FCF Advisors
Florida
BGIM
2331
Boussard & Gavaudan Investment Management
United Kingdom
PC
2332
Permanens Capital
New York
ACM
2333
Aquatic Capital Management
Illinois
AIMCA
2334
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
QIM
2335
Quantitative Investment Management
Virginia
Optiver Holding
2336
Optiver Holding
Netherlands
CAS
2337
Coppell Advisory Solutions
Texas
CPCM
2338
Cardinal Point Capital Management
Ontario, Canada
PIWA
2339
Prevail Innovative Wealth Advisors
Kansas
SCM
2340
SOL Capital Management
Maryland
PEAK6
2341
PEAK6
Illinois
IA
2342
IFG Advisory
Georgia
JWCA
2343
J.W. Cole Advisors
Florida
A
2344
AlphaQuest
New York
EP
2345
Edgestream Partners
New Jersey
Group One Trading
2346
Group One Trading
Illinois
DAS
2347
Diversify Advisory Services
Utah
AWM
2348
Axxcess Wealth Management
California
CCIA
2349
Campbell & Co Investment Adviser
Maryland
CAU
2350
Caxton Associates (UK)