We are live on ! Find out more
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
KRW
2426
Kaufman Rossin Wealth
Florida
UI
2427
Unconventional Investor
New Hampshire
OAM
2428
Occidental Asset Management
California
LIA
2429
Lynx Investment Advisory
District of Columbia
SPWM
2430
Straight Path Wealth Management
Michigan
JF
2431
JSF Financial
California
CWA
2432
Consilio Wealth Advisors
Washington
HTIM
2433
Harbour Trust & Investment Management
Indiana
MEAC
2434
M.E. Allison & Co
Texas
WAM
2435
Weatherly Asset Management
California
RP
2436
Rowlandmiller & Partners
Georgia
CWP
2437
Concord Wealth Partners
Virginia
VWWMG
2438
Vermillion & White Wealth Management Group
Pennsylvania
SA
2439
Strategic Advocates
Utah
EI
2440
eCIO Inc
Wisconsin
WWA
2441
Wealth Watch Advisors
Colorado
HHMI
2442
Howard Hughes Medical Institute
Maryland
OC
2443
Optima Capital
Oregon
MFG
2444
Mendota Financial Group
Wisconsin
LIA
2445
Luken Investment Analytics
Tennessee
OCM
2446
Osterweis Capital Management
California
OWP
2447
ORG Wealth Partners
Texas
BOJHT
2448
Bank of Jackson Hole Trust
Wyoming
IA
2449
Icon Advisers
Colorado
LB
2450
Legacy Bridge
Iowa