SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Aprio Wealth Management#1201 · 11,325 sh | 11,325 | $1.0M | 0.05% | +2.1% |
| 1202 | Icon Wealth Advisors#1202 · 11,325 sh | 11,325 | $1.0M | 0.06% | -27.8% |
| 1203 | Palisade Asset Management#1203 · 11,277 sh | 11,277 | $1.0M | 0.10% | 0.0% |
| 1204 | Pinnacle Wealth Management Advisory Group#1204 · 11,212 sh | 11,212 | $1.0M | — | +9.0% |
| 1205 | TOWER & INVESTMENT#1205 · 11,205 sh | 11,205 | $1.0M | 0.63% | +1.9% |
| 1206 | Thomasville National Bank#1206 · 11,203 sh | 11,203 | $1.0M | 0.06% | — |
| 1207 | Machina Capital S.A.S.#1207 · 11,190 sh | 11,190 | $1.0M | 0.16% | -56.6% |
| 1208 | SAGE RHINO CAPITAL#1208 · 11,164 sh | 11,164 | $1.0M | 0.17% | +3.8% |
| 1209 | United Community Bank#1209 · 11,155 sh | 11,155 | $1.0M | 0.32% | +0.1% |
| 1210 | BIRMINGHAM CAPITAL MANAGEMENT#1210 · 11,150 sh | 11,150 | $1.0M | 0.39% | 0.0% |
| 1211 | Pallas Capital Advisors#1211 · 11,125 sh | 11,125 | $1.0M | 0.03% | -7.9% |
| 1212 | Nabity-Jensen Investment Management#1212 · 11,100 sh | 11,100 | $1.0M | — | 0.0% |
| 1213 | PRIVATE NA#1213 · 11,029 sh | 11,029 | $1.0M | — | -6.0% |
| 1214 | INTEGRITY ALLIANCE#1214 · 11,004 sh | 11,004 | $1.0M | 0.03% | -0.6% |
| 1215 | FIRST AMERICAN , FSB#1215 · 11,004 sh | 11,004 | $1.0M | 0.06% | 0.0% |
| 1216 | FINANCIAL CONSULATE#1216 · 10,994 sh | 10,994 | $1.0M | — | -2.0% |
| 1217 | DUMONT & BLAKE INVESTMENT ADVISORS#1217 · 10,987 sh | 10,987 | $1.0M | 0.23% | -4.0% |
| 1218 | Avise Financial Cooperative#1218 · 10,985 sh | 10,985 | $1.0M | 0.72% | +11.7% |
| 1219 | Oder Investment Management#1219 · 10,951 sh | 10,951 | $1.0M | 0.68% | -0.3% |
| 1220 | Stone Summit Wealth#1220 · 10,900 sh | 10,900 | $1.0M | — | 0.0% |
| 1221 | Institute for Wealth Management#1221 · 10,886 sh | 10,886 | $1.0M | 0.09% | -1.4% |
| 1222 | Ironwood Financial#1222 · 9,803 sh | 9,803 | $1.0M | — | 0.0% |
| 1223 | Shira Ridge Wealth Management#1223 · 10,876 sh | 10,876 | $1.0M | — | -1.1% |
| 1224 | THOR INVESTMENT MANAGEMENT /OH#1224 · 10,875 sh | 10,875 | $1.0M | — | +0.4% |
| 1225 | RiverFront Investment Group#1225 · 10,864 sh | 10,864 | $1.0M | 0.01% | +6.6% |
| 1226 | Ethos Financial Group#1226 · 9,593 sh | 9,593 | $1.0M | 0.07% | -0.2% |
| 1227 | NorthRock Partners#1227 · 10,851 sh | 10,851 | $1.0M | 0.01% | +5.1% |
| 1228 | S&G Foundation#1228 · 10,837 sh | 10,837 | $999.9K | 0.05% | 0.0% |
| 1229 | Future Fund#1229 · 10,834 sh | 10,834 | $999.7K | 0.29% | +1.3% |
| 1230 | Sentinus#1230 · 10,779 sh | 10,779 | $994.6K | 0.08% | +108.5% |
| 1231 | Advisor Resource Council#1231 · 9,857 sh | 9,857 | $991.8K | 0.28% | +3.4% |
| 1232 | Cooper Financial Group#1232 · 10,739 sh | 10,739 | $990.8K | — | -41.0% |
| 1233 | Revisor Wealth Management#1233 · 10,720 sh | 10,720 | $989.1K | — | -2.8% |
| 1234 | Van Diest Capital#1234 · 10,687 sh | 10,687 | $986.1K | 0.88% | -60.8% |
| 1235 | KINGSWOOD WEALTH ADVISORS#1235 · 10,685 sh | 10,685 | $985.9K | — | +9.6% |
| 1236 | O'ROURKE & COMPANY#1236 · 10,676 sh | 10,676 | $985.1K | 0.34% | -3.0% |
| 1237 | NOVARE CAPITAL MANAGEMENT#1237 · 10,662 sh | 10,662 | $983.8K | 0.07% | -1.2% |
| 1238 | EQUITABLE#1238 · 10,632 sh | 10,632 | $981.0K | — | -9.4% |
| 1239 | Wealth Enhancement Services#1239 · 10,599 sh | 10,599 | $978.0K | — | -19.3% |
| 1240 | Navalign#1240 · 10,587 sh | 10,587 | $976.9K | 0.23% | +0.7% |
| 1241 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1241 · 10,199 sh | 10,199 | $976.8K | 0.06% | +13.2% |
| 1242 | INVICTUS PRIVATE WEALTH#1242 · 10,536 sh | 10,536 | $972.2K | 0.05% | 0.0% |
| 1243 | SJS Investment Consulting#1243 · 10,497 sh | 10,497 | $968.6K | — | +0.9% |
| 1244 | HARBOUR INVESTMENTS#1244 · 10,488 sh | 10,488 | $967.7K | 0.01% | +2.0% |
| 1245 | Supplemental Annuity Collective of NJ#1245 · 10,485 sh | 10,485 | $967.5K | 0.25% | -7.3% |
| 1246 | Crumly & Associates#1246 · 10,479 sh | 10,479 | $966.9K | — | +1.1% |
| 1247 | CERTUITY#1247 · 10,461 sh | 10,461 | $965.3K | 0.05% | -5.6% |
| 1248 | OXFORD ASSET MANAGEMENT LLP#1248 · 10,392 sh | 10,392 | $958.9K | 0.47% | New |
| 1249 | Citizens National Bank Department#1249 · 10,382 sh | 10,382 | $957.9K | 0.14% | +2.1% |
| 1250 | OpenArc Corporate Advisory#1250 · 10,371 sh | 10,371 | $956.9K | — | -10.1% |
| 1251 | Circle Wealth Management#1251 · 10,368 sh | 10,368 | $956.7K | 0.01% | -8.2% |
| 1252 | TRAN CAPITAL MANAGEMENT, L.P.#1252 · 10,295 sh | 10,295 | $949.9K | — | -17.2% |
| 1253 | SANDERS MORRIS HARRIS#1253 · 10,250 sh | 10,250 | $945.8K | — | +115.8% |
| 1254 | ELEMENT POINTE ADVISORS#1254 · 10,216 sh | 10,216 | $942.7K | — | +1.5% |
| 1255 | Hutchens & Kramer Investment Management Group#1255 · 10,210 sh | 10,210 | $942.1K | — | -3.7% |
| 1256 | Mezzasalma Advisors#1256 · 10,196 sh | 10,196 | $940.8K | — | -88.5% |
| 1257 | NORTHCAPE WEALTH MANAGEMENT#1257 · 10,144 sh | 10,144 | $936.0K | 0.25% | -4.6% |
| 1258 | SILVERCREST ASSET MANAGEMENT GROUP#1258 · 10,140 sh | 10,140 | $935.6K | <0.01% | 0.0% |
| 1259 | Leonard Rickey Investment Advisors P.L.L.C.#1259 · 10,109 sh | 10,109 | $932.8K | 0.15% | +0.3% |
| 1260 | StoneX Group#1260 · 10,091 sh | 10,091 | $931.1K | 0.04% | -8.1% |
| 1261 | Stonebridge Financial Group#1261 · 10,085 sh | 10,085 | $930.0K | 0.13% | — |
| 1262 | Variant Private Wealth#1262 · 10,075 sh | 10,075 | $929.6K | — | +0.3% |
| 1263 | KANAWHA CAPITAL MANAGEMENT#1263 · 10,069 sh | 10,069 | $929.1K | — | -1.1% |
| 1264 | EDMOND DE ROTHSCHILD HOLDING S.A.#1264 · 10,000 sh | 10,000 | $922.7K | 0.01% | 0.0% |
| 1265 | BigSur Wealth Management#1265 · 10,000 sh | 10,000 | $922.7K | — | 0.0% |
| 1266 | GC Wealth Management RIA#1266 · 9,959 sh | 9,959 | $918.9K | 0.05% | -15.9% |
| 1267 | PDS Planning#1267 · 9,936 sh | 9,936 | $916.8K | 0.05% | -1.4% |
| 1268 | Independence Wealth Advisors#1268 · 9,927 sh | 9,927 | $915.9K | 0.46% | +0.6% |
| 1269 | Drucker Wealth 3.0#1269 · 9,924 sh | 9,924 | $915.7K | 0.14% | -9.4% |
| 1270 | KIRTLAND HILLS CAPITAL MANAGEMENT#1270 · 9,923 sh | 9,923 | $915.6K | 0.26% | +0.6% |
| 1271 | Premier Path Wealth Partners#1271 · 9,897 sh | 9,897 | $913.2K | — | -14.8% |
| 1272 | Herold Advisors#1272 · 9,905 sh | 9,905 | $913.0K | — | +3.9% |
| 1273 | Ark Wealth Advisors#1273 · 9,889 sh | 9,889 | $912.5K | 0.81% | +3.4% |
| 1274 | First Dallas Securities#1274 · 9,852 sh | 9,852 | $909.0K | 0.30% | 0.0% |
| 1275 | Wealthcare Advisory Partners#1275 · 9,835 sh | 9,835 | $907.5K | — | +8.2% |
| 1276 | Tranquility Partners#1276 · 9,789 sh | 9,789 | $903.2K | — | -10.0% |
| 1277 | SWEENEY & MICHEL#1277 · 8,254 sh | 8,254 | $888.2K | — | +12.6% |
| 1278 | Erste Asset Management GmbH#1278 · 9,805 sh | 9,805 | $887.8K | <0.01% | -0.7% |
| 1279 | Engineers Gate Manager#1279 · 9,620 sh | 9,620 | $887.6K | 0.01% | -96.9% |
| 1280 | EntryPoint Capital#1280 · 9,602 sh | 9,602 | $886.0K | 0.21% | New |
| 1281 | NAVELLIER & ASSOCIATES#1281 · 9,555 sh | 9,555 | $881.6K | 0.07% | +47.0% |
| 1282 | DIVERSIFIED MANAGEMENT#1282 · 9,537 sh | 9,537 | $880.0K | — | -83.3% |
| 1283 | Sovereign's Capital Management#1283 · 9,517 sh | 9,517 | $878.1K | 0.59% | -2.2% |
| 1284 | Wilian Securities#1284 · 9,493 sh | 9,493 | $876.0K | 0.52% | +151.2% |
| 1285 | Old Peak Finance#1285 · 9,480 sh | 9,480 | $874.7K | 0.42% | +1.5% |
| 1286 | Miller Global Investments#1286 · 9,470 sh | 9,470 | $873.8K | — | 0.0% |
| 1287 | CASTLEARK MANAGEMENT#1287 · 9,360 sh | 9,360 | $863.6K | 0.02% | -98.1% |
| 1288 | One Capital Management#1288 · 9,183 sh | 9,183 | $863.1K | 0.02% | 0.0% |
| 1289 | Waterloo Capital, L.P.#1289 · 9,340 sh | 9,340 | $861.8K | 0.05% | +5.0% |
| 1290 | Point#1290 · 9,322 sh | 9,322 | $860.1K | 0.07% | -2.0% |
| 1291 | FORBES J M & LLP#1291 · 9,283 sh | 9,283 | $856.5K | — | -2.9% |
| 1292 | Pitcairn Wealth Advisors#1292 · 9,258 sh | 9,258 | $854.2K | 0.09% | New |
| 1293 | Torrey Growth & Income Advisors#1293 · 9,181 sh | 9,181 | $851.0K | 0.29% | 0.0% |
| 1294 | SAX WEALTH ADVISORS#1294 · 9,037 sh | 9,037 | $849.3K | — | +3.3% |
| 1295 | Robertson Stephens Wealth Management#1295 · 9,149 sh | 9,149 | $844.2K | — | -0.2% |
| 1296 | SYON CAPITAL#1296 · 9,146 sh | 9,146 | $843.9K | 0.04% | -23.2% |
| 1297 | Independence Bank of Kentucky#1297 · 9,123 sh | 9,123 | $841.8K | — | -4.6% |
| 1298 | Fi3 FINANCIAL ADVISORS#1298 · 370 sh | 370 | $841.3K | 0.20% | -93.7% |
| 1299 | Kesler, Norman & Wride#1299 · 9,089 sh | 9,089 | $838.6K | 0.13% | +1.9% |
| 1300 | Peak Planning Group#1300 · 9,047 sh | 9,047 | $834.8K | 0.19% | -23.9% |
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.