Charles Schwab
SCHW
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.
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: 2,332 → 2,302 (-30)
23% less funds holding in top 10
Funds holding in top 10: 81 → 62 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$782M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$687M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$427M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$424M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$422M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.25B |
| 2 |
Bank of New York Mellon
New York
|
-$517M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$487M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$409M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$372M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWMI
2451
Legacy Wealth Management (Idaho)
Boise,
Idaho
| – | -$5.45K | -58 | Closed |
|
|
BA
2452
Bard Associates
Chicago,
Illinois
| – | -$4.42K | -47 | Closed |
|
2453
TIAA Trust, National Association
Charlotte,
North Carolina
| – | -$4.42K | -47 | Closed |
|
|
BSB
2454
Bangor Savings Bank
Bangor,
Maine
| – | -$4.32K | -46 | Closed |
|
|
TWM
2455
TopTier Wealth Management
Muskego,
Wisconsin
| – | -$3.67K | -39 | Closed |
|
|
MWA
2456
Merkkuri Wealth Advisors
Hicksville,
New York
| – | -$2.48K | -26 | Closed |
|
|
Q1WB
2457
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| – | -$2.07K | -22 | Closed |
|
|
HIC
2458
Hamrick Investment Counsel
Seattle,
Washington
| – | -$1.88K | -20 | Closed |
|
|
NA
2459
Networth Advisors
Canonsburg,
Pennsylvania
| – | -$1.03K | -11 | Closed |
|
|
HC
2460
Hara Capital
Bellevue,
Washington
| – | -$940 | -10 | Closed |
|
|
UFF
2461
USA Financial Formulas
Ada,
Michigan
| – | -$846 | -9 | Closed |
|
|
CW
2462
Curio Wealth
Annapolis,
Maryland
| – | -$658 | -7 | 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.