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SCHW

Charles Schwab

2,302 hedge funds and large institutions have $133B invested in Charles Schwab in 2026 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 900 increasing their positions, 954 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.1% more ownership

Funds ownership: 80.54%82.64% (+2.1%)

6% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 159

0% less capital invested

Capital invested by funds: $133B → $133B (-$19.6M)

6% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 954

10% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.64B

1% less funds holding

Funds holding: 2,3322,302 (-30)

23% less funds holding in top 10

Funds holding in top 10: 8162 (-19)

Holders
2,302
Holders Change
-30
Holders Change %
-1.29%
% of All Funds
27.81%
Holding in Top 10
62
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-23.46%
% of All Funds
0.75%
New
169
Increased
900
Reduced
954
Closed
159
Calls
$1.48B
Puts
$1.64B
Net Calls
-$156M
Net Calls Change
+$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
2351
Bridgefront Capital
Texas
-$1.15M -12,268 Closed
CP
2352
CenterBook Partners
Connecticut
-$1.13M -12,070 Closed
EAM
2353
Empirical Asset Management
Massachusetts
-$1.13M -12,070 Closed
EW
2354
Evoke Wealth
California
-$1.12M -11,902 Closed
AGA
2355
Accuvest Global Advisors
Utah
-$901K -9,584 Closed
BCPE
2356
Bain Capital Public Equity
Massachusetts
-$886K -9,425 Closed
FC
2357
Farringdon Capital
United Kingdom
-$754K -8,028 Closed
CMTU
2358
Capital Markets Trading (UK)
United Kingdom
-$726K -7,962 Closed
OCM
2359
Orser Capital Management
Texas
-$746K -7,936 Closed
NRS
2360
Neville Rodie & Shaw
New York
-$727K -7,735 Closed
MTIM
2361
Marathon Trading Investment Management
Pennsylvania
-$705K -7,500 Closed
SRA
2362
Secured Retirement Advisors
Minnesota
-$632K -6,729 Closed
EL
2363
Essex LLC
Illinois
-$599K -6,373 Closed
AWCI
2364
Alpine Woods Capital Investors
New York
-$584K -6,218 Closed
TCM
2365
Tributary Capital Management
Nebraska
-$531K -5,650 Closed
FAL
2366
Focused Alpha LLC
Colorado
-$529K -5,626 Closed
CCWP
2367
Cedar Cove Wealth Partners
Minnesota
-$497K -5,291 Closed
EFMC
2368
Empire Financial Management Company
New York
-$470K -5,000 Closed
S
2369
SimplyRich
California
-$423K -4,510 Closed
DO
2370
denkapparat Operations
Germany
-$396K -4,214 Closed
FCM
2371
Fieldview Capital Management
Michigan
-$395K -4,199 Closed
CT
2372
Chicago Trust
Illinois
-$394K -4,193 Closed
SCM
2373
SCS Capital Management
Massachusetts
-$385K -4,101 Closed
TSS
2374
Two Sigma Securities
New York
-$381K -4,051 Closed
PG
2375
Prostatis Group
Maryland
-$379K -4,032 Closed

SCHW Hedge Fund Activity: Q2 2026 in Review

2,302 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2026, worth a combined $133B — down 0.01% from $133B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new SCHW positions and 159 closed out — a net gain of 10 holders — while 900 added to existing stakes and 954 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $782M. The largest seller was JP Morgan Chase, cutting an estimated $2.25B.

  • 2,302 institutional investors held Charles Schwab (SCHW) as of Q2 2026, down from 2,332 in Q1 2026.
  • Funds reported $133B of Charles Schwab stock for Q2 2026, down 0.01% quarter-over-quarter.
  • 169 funds opened new Charles Schwab positions in Q2 2026 and 159 closed out, a net change of +10 holders.
  • The largest Charles Schwab buyer in Q2 2026 was Fidelity Investments, an estimated $782M added.
  • The largest Charles Schwab seller in Q2 2026 was JP Morgan Chase, an estimated $2.25B sold.

Based on aggregated 13F filings for Q2 2026.