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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
KAM
2401
Knightsbridge Asset Management
California
IWP
2402
Invenio Wealth Partners
Florida
RA
2403
Riversedge Advisors
Delaware
AA
2404
Auxano Advisors
Washington
TTWM
2405
TCV Trust & Wealth Management
Virginia
WA
2406
WP Advisors
California
JTWM
2407
Jackson Thornton Wealth Management
Alabama
EWM
2408
Elevation Wealth Management
Minnesota
CPL
2409
CAP Partners LLC
Tennessee
HNWA
2410
Henrickson Nauta Wealth Advisors
Michigan
LAM
2411
Longboard Asset Management
Arizona
MC
2412
Matisse Capital
Oregon
MG
2413
Marex Group
LWM
2414
Lighthouse Wealth Management
Ohio
BEW
2415
Burton Enright Welch
California
CP
2416
Castleview Partners
Texas
FNT
2417
First Nebraska Trust
Nebraska
HCM
2418
Hutchinson Capital Management
California
KFS
2419
Kaizen Financial Strategies
California
ACA
2420
Arsenal Capital Advisors
Pennsylvania
HR
2421
Howe & Rusling
New York
YL
2422
YCG LLC
Texas
MAM
2423
McLean Asset Management
Virginia
ABTD
2424
Arvest Bank Trust Division
Oklahoma
MAM
2425
Mainsail Asset Management
Alabama