SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | HM PAYSON#1001 · 18,394 sh | 18,394 | $1.7M | 0.02% | +6.7% |
| 1002 | Asset Management#1002 · 18,377 sh | 18,377 | $1.7M | 0.11% | +9.5% |
| 1003 | HBW Advisory Services#1003 · 18,310 sh | 18,310 | $1.7M | — | +8.0% |
| 1004 | Focus Financial Network#1004 · 18,180 sh | 18,180 | $1.7M | — | +16.0% |
| 1005 | Safe Harbor Fiduciary#1005 · 18,169 sh | 18,169 | $1.7M | 1.31% | +15.4% |
| 1006 | Avidian Wealth Solutions#1006 · 17,958 sh | 17,958 | $1.7M | — | +6.8% |
| 1007 | Caldwell#1007 · 17,940 sh | 17,940 | $1.7M | 0.13% | -11.8% |
| 1008 | Hills Bank#1008 · 17,908 sh | 17,908 | $1.7M | 0.07% | -3.5% |
| 1009 | Clear Harbor Asset Management#1009 · 17,875 sh | 17,875 | $1.6M | 0.10% | +12.6% |
| 1010 | Zullo Investment Group#1010 · 17,802 sh | 17,802 | $1.6M | — | -5.3% |
| 1011 | LETKO, BROSSEAU & ASSOCIATES#1011 · 17,771 sh | 17,771 | $1.6M | 0.02% | 0.0% |
| 1012 | BARTLETT & WEALTH MANAGEMENT#1012 · 17,712 sh | 17,712 | $1.6M | 0.02% | -1.9% |
| 1013 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#1013 · 17,601 sh | 17,601 | $1.6M | — | New |
| 1014 | Schonfeld Strategic Advisors#1014 · 17,523 sh | 17,523 | $1.6M | <0.01% | +11.0% |
| 1015 | GROUPAMA ASSET MANAGMENT#1015 · 17,689 sh | 17,689 | $1.6M | 0.02% | +0.1% |
| 1016 | FWL INVESTMENT MANAGEMENT#1016 · 17,504 sh | 17,504 | $1.6M | 0.30% | -14.4% |
| 1017 | Larson Financial Group#1017 · 17,473 sh | 17,473 | $1.6M | 0.04% | +1.2% |
| 1018 | Advisors Asset Management#1018 · 17,467 sh | 17,467 | $1.6M | 0.02% | +15.5% |
| 1019 | SIMPLEX TRADING#1019 · 17,455 sh | 17,455 | $1.6M | <0.01% | New |
| 1020 | Fairtree Asset Management (Pty) Ltd#1020 · 17,454 sh | 17,454 | $1.6M | 0.62% | New |
| 1021 | BANK OF HAWAII#1021 · 17,401 sh | 17,401 | $1.6M | 0.08% | -3.1% |
| 1022 | Menard Financial Group#1022 · 17,401 sh | 17,401 | $1.6M | 0.87% | New |
| 1023 | INSIGHT 2811#1023 · 17,370 sh | 17,370 | $1.6M | 0.62% | +21.8% |
| 1024 | Astoria Portfolio Advisors#1024 · 17,332 sh | 17,332 | $1.6M | 0.27% | +41.1% |
| 1025 | IKE Capital#1025 · 17,192 sh | 17,192 | $1.6M | 0.83% | -17.9% |
| 1026 | Embree Financial Group#1026 · 17,124 sh | 17,124 | $1.6M | — | -0.4% |
| 1027 | Frec Markets#1027 · 16,999 sh | 16,999 | $1.6M | 0.14% | +61.2% |
| 1028 | WEDBUSH SECURITIES#1028 · 16,966 sh | 16,966 | $1.6M | — | -0.2% |
| 1029 | Portside Wealth Group#1029 · 16,869 sh | 16,869 | $1.6M | — | +14.4% |
| 1030 | RMR Capital Management#1030 · 16,845 sh | 16,845 | $1.6M | — | 0.0% |
| 1031 | J. Safra Sarasin Holding AG#1031 · 16,522 sh | 16,522 | $1.6M | — | -47.3% |
| 1032 | SVB WEALTH#1032 · 16,797 sh | 16,797 | $1.5M | 0.10% | -6.5% |
| 1033 | Elyxium Wealth#1033 · 16,772 sh | 16,772 | $1.5M | 0.16% | +631.4% |
| 1034 | Parkside Financial Bank#1034 · 16,772 sh | 16,772 | $1.5M | 0.05% | +95.6% |
| 1035 | FIRST CITIZENS BANK#1035 · 16,682 sh | 16,682 | $1.5M | — | -3.6% |
| 1036 | Elmwood Wealth Management#1036 · 16,663 sh | 16,663 | $1.5M | — | 0.0% |
| 1037 | BayBridge Capital Group#1037 · 16,657 sh | 16,657 | $1.5M | — | +212.0% |
| 1038 | United Bank#1038 · 16,655 sh | 16,655 | $1.5M | 0.47% | +0.5% |
| 1039 | Ballast Rock Private Wealth#1039 · 16,612 sh | 16,612 | $1.5M | — | +0.1% |
| 1040 | FIRST COMMONWEALTH FINANCIAL#1040 · 16,559 sh | 16,559 | $1.5M | 0.21% | +9.1% |
| 1041 | Athena Wealth Management#1041 · 16,551 sh | 16,551 | $1.5M | — | +49.5% |
| 1042 | FLC Capital Advisors#1042 · 16,528 sh | 16,528 | $1.5M | 0.25% | +4.5% |
| 1043 | NorthCrest Asset Manangement#1043 · 14,950 sh | 14,950 | $1.5M | — | -5.5% |
| 1044 | Venture Visionary Partners#1044 · 16,443 sh | 16,443 | $1.5M | — | -21.7% |
| 1045 | AXQ CAPITAL#1045 · 16,411 sh | 16,411 | $1.5M | 0.16% | New |
| 1046 | 44 WEALTH MANAGEMENT#1046 · 16,377 sh | 16,377 | $1.5M | 0.50% | -1.0% |
| 1047 | Keating Financial Advisory Services#1047 · 16,371 sh | 16,371 | $1.5M | 0.20% | -5.2% |
| 1048 | OF TOLEDO NA#1048 · 16,358 sh | 16,358 | $1.5M | — | +12.6% |
| 1049 | New England Research & Management#1049 · 16,325 sh | 16,325 | $1.5M | — | New |
| 1050 | Next Capital Management#1050 · 16,323 sh | 16,323 | $1.5M | 0.41% | -3.5% |
| 1051 | Compound Planning#1051 · 16,315 sh | 16,315 | $1.5M | 0.04% | -20.4% |
| 1052 | Evercore Wealth Management#1052 · 16,285 sh | 16,285 | $1.5M | 0.02% | -1.3% |
| 1053 | PERRYMAN FINANCIAL ADVISORY#1053 · 16,264 sh | 16,264 | $1.5M | — | -1.8% |
| 1054 | TD Waterhouse Canada#1054 · 15,634 sh | 15,634 | $1.5M | — | -32.1% |
| 1055 | Dynasty Wealth Management#1055 · 16,225 sh | 16,225 | $1.5M | 0.01% | -17.9% |
| 1056 | Portfolio Design Labs#1056 · 16,072 sh | 16,072 | $1.5M | 0.24% | +9.7% |
| 1057 | Integrated Investment Consultants#1057 · 16,065 sh | 16,065 | $1.5M | 0.29% | -3.7% |
| 1058 | INCEPTIONR#1058 · 16,051 sh | 16,051 | $1.5M | 0.36% | +92.0% |
| 1059 | Mainstream Capital Management#1059 · 16,030 sh | 16,030 | $1.5M | — | -4.0% |
| 1060 | Ninety One SA (PTY) Ltd#1060 · 15,999 sh | 15,999 | $1.5M | — | -54.8% |
| 1061 | LBP AM SA#1061 · 15,992 sh | 15,992 | $1.5M | 0.01% | +8.3% |
| 1062 | Fusion Capital#1062 · 15,934 sh | 15,934 | $1.5M | 0.34% | +4.3% |
| 1063 | Meriwether Wealth & Planning#1063 · 15,830 sh | 15,830 | $1.5M | — | +1.2% |
| 1064 | Nelson, Van Denburg & Campbell Wealth Management Group#1064 · 15,829 sh | 15,829 | $1.5M | — | -4.8% |
| 1065 | Retirement Planning Group#1065 · 15,778 sh | 15,778 | $1.5M | — | -6.7% |
| 1066 | Garner Asset Management#1066 · 15,707 sh | 15,707 | $1.4M | 0.47% | +11.2% |
| 1067 | Atlanta Consulting Group Advisors#1067 · 15,629 sh | 15,629 | $1.4M | 0.23% | New |
| 1068 | J. L. Bainbridge#1068 · 15,611 sh | 15,611 | $1.4M | — | +0.1% |
| 1069 | CAPSTONE INVESTMENT ADVISORS#1069 · 15,608 sh | 15,608 | $1.4M | <0.01% | -47.6% |
| 1070 | CIGNA INVESTMENTS#1070 · 15,538 sh | 15,538 | $1.4M | — | -2.4% |
| 1071 | Chicago Capital#1071 · 15,527 sh | 15,527 | $1.4M | — | 0.0% |
| 1072 | Ronald Blue#1072 · 15,516 sh | 15,516 | $1.4M | — | +10.5% |
| 1073 | MCF Advisors#1073 · 15,450 sh | 15,450 | $1.4M | 0.05% | -1.0% |
| 1074 | POSTROCK PARTNERS#1074 · 15,444 sh | 15,444 | $1.4M | 0.58% | +2.4% |
| 1075 | Everest Financial Group#1075 · 15,442 sh | 15,442 | $1.4M | 0.19% | -0.3% |
| 1076 | Tranquilli Financial Advisor#1076 · 15,329 sh | 15,329 | $1.4M | 0.76% | -0.1% |
| 1077 | Pure Financial Advisors#1077 · 15,319 sh | 15,319 | $1.4M | 0.02% | -1.6% |
| 1078 | WEALTH ALLIANCE#1078 · 15,285 sh | 15,285 | $1.4M | 0.12% | -11.6% |
| 1079 | ArrowMark Colorado#1079 · 15,250 sh | 15,250 | $1.4M | 0.06% | 0.0% |
| 1080 | Wilson & Boucher Capital Management#1080 · 15,235 sh | 15,235 | $1.4M | 0.82% | 0.0% |
| 1081 | Neumann Capital Management#1081 · 15,232 sh | 15,232 | $1.4M | — | -0.7% |
| 1082 | Sienna Gestion#1082 · 15,330 sh | 15,330 | $1.4M | 0.08% | -10.0% |
| 1083 | BENJAMIN EDWARDS#1083 · 15,162 sh | 15,162 | $1.4M | 0.01% | -9.7% |
| 1084 | EverSource Wealth Advisors#1084 · 15,136 sh | 15,136 | $1.4M | 0.05% | -72.0% |
| 1085 | Indivisible Partners#1085 · 15,040 sh | 15,040 | $1.4M | — | +11.0% |
| 1086 | BOYD WATTERSON ASSET MANAGEMENT#1086 · 15,028 sh | 15,028 | $1.4M | 0.37% | 0.0% |
| 1087 | CULLEN/FROST BANKERS#1087 · 14,818 sh | 14,818 | $1.4M | 0.01% | +11.5% |
| 1088 | Montecito Bank#1088 · 14,777 sh | 14,777 | $1.4M | — | 0.0% |
| 1089 | KELLY LAWRENCE W & ASSOCIATES#1089 · 14,767 sh | 14,767 | $1.4M | 0.29% | 0.0% |
| 1090 | Belpointe Asset Management#1090 · 14,749 sh | 14,749 | $1.4M | 0.04% | +13.7% |
| 1091 | SAGESPRING WEALTH PARTNERS#1091 · 14,731 sh | 14,731 | $1.4M | — | -20.3% |
| 1092 | Canopy Partners#1092 · 14,651 sh | 14,651 | $1.4M | 0.41% | -5.2% |
| 1093 | JNBA Financial Advisors#1093 · 14,643 sh | 14,643 | $1.4M | 0.10% | +0.4% |
| 1094 | Checchi Capital Advisers#1094 · 14,640 sh | 14,640 | $1.4M | 0.06% | +2.7% |
| 1095 | Peak Asset Management#1095 · 14,563 sh | 14,563 | $1.3M | 0.20% | New |
| 1096 | SHEETS SMITH WEALTH MANAGEMENT#1096 · 14,521 sh | 14,521 | $1.3M | — | 0.0% |
| 1097 | B. Riley Wealth Advisors#1097 · 14,792 sh | 14,792 | $1.3M | — | -6.9% |
| 1098 | WALTER & KEENAN WEALTH MANAGEMENT /IN#1098 · 14,476 sh | 14,476 | $1.3M | 0.33% | -0.2% |
| 1099 | Frisch Financial Group#1099 · 14,403 sh | 14,403 | $1.3M | 0.23% | -0.4% |
| 1100 | Uncommon Cents Investing#1100 · 14,400 sh | 14,400 | $1.3M | — | 0.0% |
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.