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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
CWM
2376
Calamos Wealth Management
Illinois
YC
2377
Yarbrough Capital
Tennessee
JIR
2378
James Investment Research
Ohio
OF
2379
Optimize Financial
California
RS
2380
R Squared
Hong Kong
OCBCO
2381
Oversea-Chinese Banking Corp (OCBC)
Singapore
SRL
2382
Scientech Research LLC
New Jersey
RW
2383
RVW Wealth
California
SIM
2384
Sentry Investment Management
Wisconsin
ICP
2385
Interchange Capital Partners
Pennsylvania
DL
2386
Dockside LLC
New York
HWM
2387
Heirloom Wealth Management
Colorado
AWA
2388
Arete Wealth Advisors
Illinois
WWM
2389
Whalen Wealth Management
Nevada
LCM
2390
Legato Capital Management
California
SPWM
2391
Spartan Planning & Wealth Management
North Carolina
FIB
2392
First Interstate Bank
Montana
VCP
2393
Verus Capital Partners
Arizona
LCAM
2394
London & Capital Asset Management
United Kingdom
CIA
2395
Caerus Investment Advisors
Texas
SMA
2396
Seven Mile Advisory
New Jersey
TNBTD
2397
Trustmark National Bank Trust Department
Mississippi
GB
2398
Goepper Burkhardt
South Carolina
AFAS
2399
Acorn Financial Advisory Services
Virginia
NICM
2400
Neo Ivy Capital Management
New York