SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 10)
2,330 institutional investment managers reported a SCHW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $133.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SCHW 13F holders ranked 901–1,000 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | 3Chopt Investment Partners#901 · 24,941 sh | 24,941 | $2.3M | 0.43% | -1.2% |
| 902 | SALEM INVESTMENT COUNSELORS#902 · 24,931 sh | 24,931 | $2.3M | — | -2.0% |
| 903 | WHITENER CAPITAL MANAGEMENT#903 · 24,877 sh | 24,877 | $2.3M | — | +17.0% |
| 904 | Diversified#904 · 24,714 sh | 24,714 | $2.3M | 0.04% | +3.3% |
| 905 | Columbia Asset Management#905 · 24,616 sh | 24,616 | $2.3M | — | -4.3% |
| 906 | ARGUS INVESTORS' COUNSEL#906 · 24,598 sh | 24,598 | $2.3M | — | -11.9% |
| 907 | CITIZENS & NORTHERN#907 · 24,570 sh | 24,570 | $2.3M | 0.52% | +15.0% |
| 908 | UMB Bank, n.a.#908 · 24,434 sh | 24,434 | $2.3M | 0.03% | -2.4% |
| 909 | Greenline Partners#909 · 24,336 sh | 24,336 | $2.2M | 0.23% | 0.0% |
| 910 | Cape Investment Advisory#910 · 23,929 sh | 23,929 | $2.2M | — | -5.2% |
| 911 | VALLEY NATIONAL ADVISERS#911 · 23,901 sh | 23,901 | $2.2M | — | -1.4% |
| 912 | ASPIRIANT#912 · 23,847 sh | 23,847 | $2.2M | — | +0.6% |
| 913 | Quantbot Technologies#913 · 23,802 sh | 23,802 | $2.2M | 0.09% | -29.1% |
| 914 | Edgestream Partners, L.P.#914 · 23,747 sh | 23,747 | $2.2M | 0.07% | New |
| 915 | Riverwater Partners#915 · 23,399 sh | 23,399 | $2.2M | 0.64% | +7.9% |
| 916 | JFS WEALTH ADVISORS#916 · 23,357 sh | 23,357 | $2.2M | 0.11% | -2.6% |
| 917 | LEUCADIA NATIONAL#917 · 23,288 sh | 23,288 | $2.1M | 0.01% | +10.6% |
| 918 | AVISO WEALTH MANAGEMENT#918 · 23,252 sh | 23,252 | $2.1M | 0.73% | -2.3% |
| 919 | Systematic Alpha Investments#919 · 23,141 sh | 23,141 | $2.1M | 0.06% | New |
| 920 | INVESTMENT ADVISORY SERVICES /TX#920 · 22,960 sh | 22,960 | $2.1M | — | -0.2% |
| 921 | TEALWOOD ASSET MANAGEMENT#921 · 22,875 sh | 22,875 | $2.1M | — | -0.4% |
| 922 | CITY HOLDING#922 · 22,846 sh | 22,846 | $2.1M | — | -0.4% |
| 923 | Smartleaf Asset Management#923 · 23,257 sh | 23,257 | $2.1M | 0.07% | 0.0% |
| 924 | K.J. Harrison & Partners#924 · 22,743 sh | 22,743 | $2.1M | 0.30% | 0.0% |
| 925 | Constant Guidance Financial#925 · 22,663 sh | 22,663 | $2.1M | 1.31% | New |
| 926 | Chesley Taft & Associates#926 · 22,641 sh | 22,641 | $2.1M | — | -2.6% |
| 927 | Diversified Investment Strategies#927 · 22,635 sh | 22,635 | $2.1M | 1.35% | 0.0% |
| 928 | OLD NATIONAL BANCORP#928 · 22,595 sh | 22,595 | $2.1M | — | +8.8% |
| 929 | WOLFF WIESE MAGANA#929 · 22,487 sh | 22,487 | $2.1M | — | -0.3% |
| 930 | UHLMANN PRICE SECURITIES#930 · 22,467 sh | 22,467 | $2.1M | 0.08% | +0.2% |
| 931 | Dynamic Technology Lab Private Ltd#931 · 22,443 sh | 22,443 | $2.1M | 0.46% | +58.3% |
| 932 | Maia Wealth#932 · 22,367 sh | 22,367 | $2.1M | — | -17.0% |
| 933 | WT Wealth Management#933 · 22,341 sh | 22,341 | $2.1M | — | +22.6% |
| 934 | MARSHALL WACE, LLP#934 · 22,317 sh | 22,317 | $2.1M | <0.01% | New |
| 935 | Keystone Financial Services#935 · 22,065 sh | 22,065 | $2.0M | 0.52% | +1.8% |
| 936 | Csenge Advisory Group#936 · 21,946 sh | 21,946 | $2.0M | 0.08% | +12.7% |
| 937 | Sarasin & Partners LLP#937 · 21,900 sh | 21,900 | $2.0M | — | +21.7% |
| 938 | 1ST SOURCE BANK#938 · 21,893 sh | 21,893 | $2.0M | 0.09% | -0.5% |
| 939 | Parallax Volatility Advisers, L.P.#939 · 21,871 sh | 21,871 | $2.0M | <0.01% | New |
| 940 | Essex Savings Bank#940 · 21,788 sh | 21,788 | $2.0M | — | -0.2% |
| 941 | Tower Research Capital (TRC)#941 · 21,742 sh | 21,742 | $2.0M | 0.05% | -37.5% |
| 942 | MBM WEALTH CONSULTANTS#942 · 21,681 sh | 21,681 | $2.0M | — | +15.8% |
| 943 | Daytona Street Capital#943 · 19,450 sh | 19,450 | $2.0M | — | +13.1% |
| 944 | Qtron Investments#944 · 21,579 sh | 21,579 | $2.0M | 0.27% | -12.7% |
| 945 | Ategra Capital Management#945 · 21,574 sh | 21,574 | $2.0M | 0.90% | +32.9% |
| 946 | Pettee Investors#946 · 21,532 sh | 21,532 | $2.0M | 0.98% | -1.3% |
| 947 | Westerkirk Capital#947 · 21,500 sh | 21,500 | $2.0M | 0.19% | New |
| 948 | Weaver C. Barksdale & Associates#948 · 21,435 sh | 21,435 | $2.0M | 1.77% | -0.1% |
| 949 | Aaron Wealth Advisors#949 · 21,400 sh | 21,400 | $2.0M | — | -34.5% |
| 950 | Frank, Rimerman Advisors#950 · 21,369 sh | 21,369 | $2.0M | — | +8.0% |
| 951 | Elevated Private Wealth#951 · 21,274 sh | 21,274 | $2.0M | — | — |
| 952 | SageView Advisory Group#952 · 21,263 sh | 21,263 | $2.0M | 0.06% | -12.6% |
| 953 | GUGGENHEIM CAPITAL#953 · 21,213 sh | 21,213 | $2.0M | 0.01% | +16.5% |
| 954 | RiverPark Advisors#954 · 21,049 sh | 21,049 | $1.9M | 0.89% | +1.3% |
| 955 | Wedmont Private Capital#955 · 18,745 sh | 18,745 | $1.9M | — | -0.8% |
| 956 | Pictet & Cie (Europe) SA#956 · 20,860 sh | 20,860 | $1.9M | — | +2.5% |
| 957 | COOKSON PEIRCE#957 · 20,859 sh | 20,859 | $1.9M | 0.06% | +5.5% |
| 958 | J.W. COLE ADVISORS#958 · 20,808 sh | 20,808 | $1.9M | 0.03% | New |
| 959 | Modus Advisors#959 · 20,588 sh | 20,588 | $1.9M | 0.47% | -3.9% |
| 960 | REGIONS FINANCIAL#960 · 20,537 sh | 20,537 | $1.9M | 0.01% | -1.3% |
| 961 | Catalyst Funds Management Pty Ltd#961 · 20,450 sh | 20,450 | $1.9M | 0.11% | New |
| 962 | STEPHENS#962 · 20,448 sh | 20,448 | $1.9M | 0.02% | -61.1% |
| 963 | TRITONPOINT WEALTH#963 · 20,316 sh | 20,316 | $1.9M | — | +684.7% |
| 964 | Coastal Bridge Advisors#964 · 20,281 sh | 20,281 | $1.9M | 0.12% | New |
| 965 | CRAMER ROSENTHAL MCGLYNN#965 · 20,277 sh | 20,277 | $1.9M | 0.09% | -1.5% |
| 966 | RFG - Bristol Wealth Advisors#966 · 20,242 sh | 20,242 | $1.9M | — | -0.4% |
| 967 | Strategic Wealth Partners, Ltd.#967 · 20,229 sh | 20,229 | $1.9M | 0.12% | -42.2% |
| 968 | INTREPID FAMILY OFFICE#968 · 20,000 sh | 20,000 | $1.8M | 1.36% | +100.0% |
| 969 | PARADIGM ASSET MANAGEMENT#969 · 19,900 sh | 19,900 | $1.8M | 0.39% | +46.9% |
| 970 | Virtus Investment Advisers#970 · 19,859 sh | 19,859 | $1.8M | 0.43% | +8.5% |
| 971 | Moors & Cabot#971 · 19,833 sh | 19,833 | $1.8M | 0.07% | -2.5% |
| 972 | BRIDGES INVESTMENT MANAGEMENT#972 · 19,742 sh | 19,742 | $1.8M | 0.02% | +22.9% |
| 973 | FIGURE 8 INVESTMENT STRATEGIES#973 · 19,693 sh | 19,693 | $1.8M | 1.54% | +13.6% |
| 974 | STANCE CAPITAL#974 · 19,656 sh | 19,656 | $1.8M | 0.55% | +4814.0% |
| 975 | BROWN, LISLE/CUMMINGS#975 · 19,642 sh | 19,642 | $1.8M | — | +0.1% |
| 976 | NBT BANK N A#976 · 19,627 sh | 19,627 | $1.8M | — | -1.3% |
| 977 | CIDEL ASSET MANAGEMENT#977 · 19,542 sh | 19,542 | $1.8M | 0.09% | +3.0% |
| 978 | BLALOCK WILLIAMS#978 · 19,526 sh | 19,526 | $1.8M | 1.17% | +22.2% |
| 979 | POWER WEALTH MANAGEMENT#979 · 19,430 sh | 19,430 | $1.8M | 0.62% | -19.2% |
| 980 | Bayview Asset Management#980 · 19,407 sh | 19,407 | $1.8M | 0.36% | -33.0% |
| 981 | Shepherd Street Advisors#981 · 17,313 sh | 17,313 | $1.8M | — | -3.0% |
| 982 | MOODY NATIONAL BANK DIVISION#982 · 19,220 sh | 19,220 | $1.8M | — | -4.9% |
| 983 | Whelan Financial#983 · 19,156 sh | 19,156 | $1.8M | 0.48% | +7.4% |
| 984 | HARMONY ASSET MANAGEMENT#984 · 19,156 sh | 19,156 | $1.8M | — | New |
| 985 | JEPPSON WEALTH MANAGEMENT#985 · 19,132 sh | 19,132 | $1.8M | — | +0.2% |
| 986 | Garde Capital#986 · 19,108 sh | 19,108 | $1.8M | 0.08% | -4.1% |
| 987 | VIMA#987 · 56,235 sh | 56,235 | $1.8M | — | — |
| 988 | CLIFFORD SWAN INVESTMENT COUNSEL#988 · 19,024 sh | 19,024 | $1.8M | 0.06% | -0.8% |
| 989 | Prime Capital Investment Advisors#989 · 19,009 sh | 19,009 | $1.8M | — | +1.0% |
| 990 | Lummis Asset Management#990 · 17,932 sh | 17,932 | $1.8M | 1.05% | -1.6% |
| 991 | Arjuna Capital#991 · 18,922 sh | 18,922 | $1.7M | 0.39% | -2.2% |
| 992 | Ducere Wealth Management#992 · 18,813 sh | 18,813 | $1.7M | 0.52% | +28.8% |
| 993 | WESTPAC BANKING#993 · 18,811 sh | 18,811 | $1.7M | 0.11% | +0.2% |
| 994 | SPWM Advisors#994 · 17,069 sh | 17,069 | $1.7M | 1.60% | -20.2% |
| 995 | TLWM#995 · 18,642 sh | 18,642 | $1.7M | — | -1.5% |
| 996 | Sovran Advisors#996 · 16,193 sh | 16,193 | $1.7M | 0.13% | +4.2% |
| 997 | Guardian Asset Advisors#997 · 18,519 sh | 18,519 | $1.7M | — | +12.8% |
| 998 | RBF Capital#998 · 18,500 sh | 18,500 | $1.7M | 0.07% | 0.0% |
| 999 | Providence Wealth Advisors#999 · 17,636 sh | 17,636 | $1.7M | 1.00% | -0.4% |
| 1000 | Advyzon Investment Management#1000 · 18,436 sh | 18,436 | $1.7M | 0.12% | +10.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.