SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Stratos Wealth Advisors#1101 · 14,367 sh | 14,367 | $1.3M | 0.07% | -16.9% |
| 1102 | Paragon Private Wealth Management#1102 · 14,356 sh | 14,356 | $1.3M | — | +11.0% |
| 1103 | Gladstone Institutional Advisory#1103 · 14,316 sh | 14,316 | $1.3M | 0.04% | +3.0% |
| 1104 | Quantitative Investment Management#1104 · 14,257 sh | 14,257 | $1.3M | 0.14% | New |
| 1105 | South Dakota Investment Council#1105 · 14,256 sh | 14,256 | $1.3M | 0.02% | +2.9% |
| 1106 | Fruth Investment Management#1106 · 14,245 sh | 14,245 | $1.3M | — | 0.0% |
| 1107 | Mutual Advisors#1107 · 14,124 sh | 14,124 | $1.3M | 0.02% | +12.6% |
| 1108 | PATRICK M SWEENEY & ASSOCIATES#1108 · 14,088 sh | 14,088 | $1.3M | — | +4.1% |
| 1109 | CENTRAL#1109 · 14,059 sh | 14,059 | $1.3M | 0.02% | -13.4% |
| 1110 | Ausdal Financial Partners#1110 · 14,058 sh | 14,058 | $1.3M | 0.05% | +1.5% |
| 1111 | ALPS ADVISORS#1111 · 14,049 sh | 14,049 | $1.3M | <0.01% | New |
| 1112 | Cassaday & Wealth Management#1112 · 14,046 sh | 14,046 | $1.3M | 0.02% | +72.1% |
| 1113 | HCR Wealth Advisors#1113 · 14,040 sh | 14,040 | $1.3M | — | +2.6% |
| 1114 | Ameritas Investment Partners#1114 · 14,022 sh | 14,022 | $1.3M | 0.03% | -6.2% |
| 1115 | Everhart Financial Group#1115 · 13,894 sh | 13,894 | $1.3M | — | -1.4% |
| 1116 | Ramsay, Stattman, Vela & Price#1116 · 13,855 sh | 13,855 | $1.3M | — | +11.9% |
| 1117 | MISSION WEALTH MANAGEMENT#1117 · 13,820 sh | 13,820 | $1.3M | — | +128.7% |
| 1118 | Nautilus Advisors#1118 · 12,338 sh | 12,338 | $1.3M | — | 0.0% |
| 1119 | Legacy Financial Advisors#1119 · 13,756 sh | 13,756 | $1.3M | 0.15% | -0.7% |
| 1120 | WBI INVESTMENTS#1120 · 13,743 sh | 13,743 | $1.3M | 0.31% | +346.3% |
| 1121 | PROFUND ADVISORS#1121 · 13,700 sh | 13,700 | $1.3M | 0.03% | -4.8% |
| 1122 | Ritter Daniher Financial Advisory / DE#1122 · 13,685 sh | 13,685 | $1.3M | 0.19% | -10.5% |
| 1123 | Stonehage Fleming Financial Services Ltd#1123 · 13,670 sh | 13,670 | $1.3M | 0.04% | -1.1% |
| 1124 | Sowell Financial Services#1124 · 13,600 sh | 13,600 | $1.3M | — | +3.4% |
| 1125 | Headlands Technologies#1125 · 13,591 sh | 13,591 | $1.3M | 0.13% | +380.6% |
| 1126 | Nicholas Hoffman & Company#1126 · 13,578 sh | 13,578 | $1.3M | 0.03% | +0.4% |
| 1127 | Vertrix Wealth Management#1127 · 13,469 sh | 13,469 | $1.2M | — | +12.8% |
| 1128 | Stratos Investment Management#1128 · 13,451 sh | 13,451 | $1.2M | 0.04% | -4.4% |
| 1129 | PVG ASSET MANAGEMENT#1129 · 13,439 sh | 13,439 | $1.2M | — | 0.0% |
| 1130 | CATALYST FINANCIAL PARTNERS#1130 · 13,433 sh | 13,433 | $1.2M | 0.12% | -0.6% |
| 1131 | BIP Wealth#1131 · 13,383 sh | 13,383 | $1.2M | — | +0.6% |
| 1132 | Leisure Capital Management#1132 · 13,373 sh | 13,373 | $1.2M | 0.39% | -0.2% |
| 1133 | Strong Retirement Solutions#1133 · 13,364 sh | 13,364 | $1.2M | — | +12.3% |
| 1134 | Hardy Reed#1134 · 13,305 sh | 13,305 | $1.2M | 0.08% | -0.6% |
| 1135 | HIGHLAND CAPITAL MANAGEMENT#1135 · 13,258 sh | 13,258 | $1.2M | — | -7.9% |
| 1136 | ANGELES WEALTH MANAGEMENT#1136 · 13,252 sh | 13,252 | $1.2M | — | +13.6% |
| 1137 | Directional Asset Management#1137 · 13,231 sh | 13,231 | $1.2M | — | -2.4% |
| 1138 | New Age Alpha Advisors#1138 · 13,200 sh | 13,200 | $1.2M | 0.05% | New |
| 1139 | Foundations Investment Advisors#1139 · 13,151 sh | 13,151 | $1.2M | 0.01% | -10.5% |
| 1140 | PANORAMIC INVESTMENT ADVISORS#1140 · 13,083 sh | 13,083 | $1.2M | 0.58% | New |
| 1141 | T. Rowe Price Investment Management#1141 · 13,078 sh | 13,078 | $1.2M | <0.01% | 0.0% |
| 1142 | Clearstead#1142 · 13,064 sh | 13,064 | $1.2M | 0.16% | -6.2% |
| 1143 | Hillsdale Investment Management#1143 · 13,050 sh | 13,050 | $1.2M | 0.03% | +13.7% |
| 1144 | CreativeOne Wealth#1144 · 13,046 sh | 13,046 | $1.2M | 0.03% | -30.4% |
| 1145 | Koshinski Asset Management#1145 · 13,040 sh | 13,040 | $1.2M | 0.06% | -19.8% |
| 1146 | FRANKLIN STREET ADVISORS#1146 · 13,010 sh | 13,010 | $1.2M | — | 0.0% |
| 1147 | DAVIS R M#1147 · 12,947 sh | 12,947 | $1.2M | 0.02% | +0.8% |
| 1148 | American Money Management#1148 · 12,893 sh | 12,893 | $1.2M | 0.17% | 0.0% |
| 1149 | COLTON GROOME FINANCIAL ADVISORS#1149 · 12,886 sh | 12,886 | $1.2M | — | +13.5% |
| 1150 | BANK OF STOCKTON#1150 · 12,810 sh | 12,810 | $1.2M | — | +0.7% |
| 1151 | Granite Investment Partners#1151 · 12,810 sh | 12,810 | $1.2M | 0.06% | 0.0% |
| 1152 | Costello Asset Management#1152 · 12,784 sh | 12,784 | $1.2M | 0.35% | 0.0% |
| 1153 | Avestar Capital#1153 · 12,744 sh | 12,744 | $1.2M | 0.07% | -6.6% |
| 1154 | Parrish Capital#1154 · 12,722 sh | 12,722 | $1.2M | — | -13.1% |
| 1155 | Knollwood Investment Advisory#1155 · 12,698 sh | 12,698 | $1.2M | 0.10% | 0.0% |
| 1156 | GSA CAPITAL PARTNERS LLP#1156 · 12,671 sh | 12,671 | $1.2M | 0.07% | +392.8% |
| 1157 | PROFFITT & GOODSON#1157 · 12,655 sh | 12,655 | $1.2M | 0.16% | +1.0% |
| 1158 | Essex Financial Services#1158 · 12,651 sh | 12,651 | $1.2M | 0.06% | -8.6% |
| 1159 | Redwood Investment Management#1159 · 12,630 sh | 12,630 | $1.2M | 0.12% | +12.9% |
| 1160 | PERSONAL CFO SOLUTIONS#1160 · 12,622 sh | 12,622 | $1.2M | 0.17% | +5.1% |
| 1161 | KELLEHER FINANCIAL ADVISORS#1161 · 12,620 sh | 12,620 | $1.2M | 0.17% | +99.9% |
| 1162 | SUMITOMO LIFE INSURANCE#1162 · 12,619 sh | 12,619 | $1.2M | 0.02% | -5.1% |
| 1163 | Stablepoint Partners#1163 · 12,611 sh | 12,611 | $1.2M | 0.16% | +1.3% |
| 1164 | BIRINYI ASSOCIATES#1164 · 12,607 sh | 12,607 | $1.2M | 0.28% | +11.8% |
| 1165 | Fiduciary Alliance#1165 · 12,602 sh | 12,602 | $1.2M | — | +5.1% |
| 1166 | GATEWAY INVESTMENT ADVISERS#1166 · 12,543 sh | 12,543 | $1.2M | — | -96.0% |
| 1167 | Spire Wealth Management#1167 · 12,539 sh | 12,539 | $1.2M | 0.03% | -80.0% |
| 1168 | ISLAY CAPITAL MANAGEMENT#1168 · 12,536 sh | 12,536 | $1.2M | — | +9.5% |
| 1169 | GREENHAVEN ASSOCIATES#1169 · 12,500 sh | 12,500 | $1.2M | — | 0.0% |
| 1170 | HAMEL ASSOCIATES#1170 · 12,494 sh | 12,494 | $1.2M | 0.32% | -3.5% |
| 1171 | One Wealth Map#1171 · 10,991 sh | 10,991 | $1.1M | 0.52% | -0.6% |
| 1172 | PARAGON CAPITAL MANAGEMENT#1172 · 12,416 sh | 12,416 | $1.1M | — | New |
| 1173 | VELA Investment Management#1173 · 12,410 sh | 12,410 | $1.1M | 0.24% | -0.1% |
| 1174 | OPAL CAPITAL#1174 · 12,395 sh | 12,395 | $1.1M | 0.20% | +21.4% |
| 1175 | Cumberland Partners Ltd#1175 · 12,332 sh | 12,332 | $1.1M | 0.07% | 0.0% |
| 1176 | Ameritas Advisory Services#1176 · 12,319 sh | 12,319 | $1.1M | 0.02% | +28.2% |
| 1177 | Legacy Wealth Asset Management#1177 · 12,265 sh | 12,265 | $1.1M | — | +0.7% |
| 1178 | HOHIMER WEALTH MANAGEMENT#1178 · 12,153 sh | 12,153 | $1.1M | 0.11% | +3.9% |
| 1179 | Diametric Capital#1179 · 12,134 sh | 12,134 | $1.1M | 0.12% | New |
| 1180 | LONGFELLOW INVESTMENT MANAGEMENT#1180 · 12,098 sh | 12,098 | $1.1M | 0.23% | +0.4% |
| 1181 | Keebeck Wealth Management#1181 · 12,015 sh | 12,015 | $1.1M | 0.11% | +14.6% |
| 1182 | XXI WEALTH#1182 · 12,000 sh | 12,000 | $1.1M | — | +0.1% |
| 1183 | Total Wealth Planning & Management#1183 · 11,974 sh | 11,974 | $1.1M | — | +9.1% |
| 1184 | 71 West Capital Partners#1184 · 11,902 sh | 11,902 | $1.1M | 0.04% | +29.9% |
| 1185 | CULLINAN ASSOCIATES#1185 · 11,900 sh | 11,900 | $1.1M | 0.08% | 0.0% |
| 1186 | Mystic Asset Management#1186 · 11,898 sh | 11,898 | $1.1M | — | -1.4% |
| 1187 | Summit Asset Management#1187 · 11,895 sh | 11,895 | $1.1M | 0.14% | 0.0% |
| 1188 | Lodestone Wealth Management#1188 · 11,871 sh | 11,871 | $1.1M | — | +0.3% |
| 1189 | Howard Capital Management#1189 · 11,801 sh | 11,801 | $1.1M | — | +110.4% |
| 1190 | ARBOR WEALTH ADVISORS#1190 · 11,775 sh | 11,775 | $1.1M | 0.44% | -3.7% |
| 1191 | D L CARLSON INVESTMENT GROUP#1191 · 11,697 sh | 11,697 | $1.1M | 0.17% | -64.0% |
| 1192 | Polymer Capital Management (US)#1192 · 11,623 sh | 11,623 | $1.1M | 0.14% | +40.7% |
| 1193 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1193 · 11,547 sh | 11,547 | $1.1M | 0.06% | +38.5% |
| 1194 | Portland Global Advisors#1194 · 11,534 sh | 11,534 | $1.1M | 0.10% | New |
| 1195 | AXXCESS WEALTH MANAGEMENT#1195 · 11,497 sh | 11,497 | $1.1M | — | New |
| 1196 | VICUS CAPITAL#1196 · 11,487 sh | 11,487 | $1.1M | 0.07% | -0.4% |
| 1197 | HBK INVESTMENTS L P#1197 · 11,483 sh | 11,483 | $1.1M | 0.01% | +16.5% |
| 1198 | Capital Advantage#1198 · 11,472 sh | 11,472 | $1.1M | — | -1.8% |
| 1199 | Hodges Capital Management#1199 · 11,446 sh | 11,446 | $1.1M | 0.07% | -0.2% |
| 1200 | SHELTON CAPITAL MANAGEMENT#1200 · 11,375 sh | 11,375 | $1.0M | 0.02% | -89.2% |
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.