SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | LMG Wealth Partners#1301 · 9,013 sh | 9,013 | $831.6K | 0.13% | New |
| 1302 | West Financial Advisors#1302 · 9,000 sh | 9,000 | $830.4K | — | 0.0% |
| 1303 | Kearns & Associates#1303 · 9,000 sh | 9,000 | $830.4K | — | 0.0% |
| 1304 | Kathmere Capital Management#1304 · 8,914 sh | 8,914 | $822.5K | — | -12.8% |
| 1305 | Avondale Wealth Management#1305 · 8,900 sh | 8,900 | $821.2K | — | 0.0% |
| 1306 | HighPoint Advisor Group#1306 · 8,888 sh | 8,888 | $820.1K | 0.03% | -12.4% |
| 1307 | Davidson Kahn Capital Management#1307 · 8,876 sh | 8,876 | $819.0K | — | -3.9% |
| 1308 | SILVER OAK SECURITIES#1308 · 8,871 sh | 8,871 | $818.5K | 0.05% | +11.1% |
| 1309 | SCHARF INVESTMENTS#1309 · 8,859 sh | 8,859 | $817.4K | 0.03% | New |
| 1310 | Johnson Financial Group#1310 · 8,845 sh | 8,845 | $816.1K | 0.03% | -26.4% |
| 1311 | Quadcap Wealth Management#1311 · 8,822 sh | 8,822 | $814.0K | 0.08% | +1.8% |
| 1312 | TCI Wealth Advisors#1312 · 8,816 sh | 8,816 | $813.5K | 0.04% | -4.8% |
| 1313 | MANCHESTER FINANCIAL#1313 · 8,812 sh | 8,812 | $813.1K | — | 0.0% |
| 1314 | Joel Isaacson#1314 · 8,812 sh | 8,812 | $813.0K | 0.02% | +0.9% |
| 1315 | Modern Wealth Management#1315 · 8,810 sh | 8,810 | $812.9K | <0.01% | +0.7% |
| 1316 | SUTTON PLACE INVESTORS#1316 · 8,808 sh | 8,808 | $812.7K | — | -0.1% |
| 1317 | Hyperion Capital Advisors#1317 · 8,767 sh | 8,767 | $808.9K | 0.36% | 0.0% |
| 1318 | Fullerton Fund Management Ltd.#1318 · 8,742 sh | 8,742 | $806.6K | 0.05% | +62.6% |
| 1319 | MRWM Advisors#1319 · 8,741 sh | 8,741 | $806.5K | 0.33% | -3.0% |
| 1320 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1320 · 8,740 sh | 8,740 | $806.4K | — | -14.5% |
| 1321 | Summit Global Investments#1321 · 8,721 sh | 8,721 | $805.0K | 0.04% | +15.5% |
| 1322 | Hedges Asset Management#1322 · 8,700 sh | 8,700 | $802.7K | 0.53% | — |
| 1323 | N.E.W. Advisory Services#1323 · 8,677 sh | 8,677 | $800.6K | 0.05% | +0.4% |
| 1324 | INTEGRAL INVESTMENT ADVISORS#1324 · 8,659 sh | 8,659 | $798.9K | 0.18% | -2.2% |
| 1325 | Oregon Pacific Wealth Management#1325 · 8,598 sh | 8,598 | $793.3K | — | -1.7% |
| 1326 | LEAVELL INVESTMENT MANAGEMENT#1326 · 8,573 sh | 8,573 | $791.0K | 0.03% | -6.0% |
| 1327 | Bright Futures Wealth Management#1327 · 8,569 sh | 8,569 | $790.6K | — | -10.5% |
| 1328 | BLUEDOOR PRIVATE WEALTH#1328 · 8,567 sh | 8,567 | $790.5K | 0.33% | +0.5% |
| 1329 | REGATTA CAPITAL GROUP#1329 · 8,566 sh | 8,566 | $790.4K | — | -2.6% |
| 1330 | TOWNSQUARE CAPITAL#1330 · 8,508 sh | 8,508 | $785.0K | 0.14% | +6.0% |
| 1331 | Capital Investment Advisors#1331 · 8,504 sh | 8,504 | $784.7K | — | -6.0% |
| 1332 | Boltwood Capital Management#1332 · 8,460 sh | 8,460 | $780.6K | — | +5.3% |
| 1333 | Sigma Planning#1333 · 8,448 sh | 8,448 | $779.5K | — | -54.4% |
| 1334 | ATLAS CAPITAL ADVISORS#1334 · 8,423 sh | 8,423 | $777.2K | 0.09% | +654.1% |
| 1335 | INDEPENDENT FINANCIAL GROUP#1335 · 8,411 sh | 8,411 | $776.1K | — | +24.7% |
| 1336 | Fidelis Capital Partners#1336 · 8,389 sh | 8,389 | $774.1K | 0.04% | -3.0% |
| 1337 | Legacy Capital Group California#1337 · 8,323 sh | 8,323 | $767.9K | 0.23% | -2.6% |
| 1338 | Nilsine Partners#1338 · 8,319 sh | 8,319 | $767.6K | 0.05% | -8.5% |
| 1339 | Ramirez Asset Management#1339 · 8,307 sh | 8,307 | $766.5K | 0.08% | -0.1% |
| 1340 | ST GERMAIN D J#1340 · 8,261 sh | 8,261 | $762.2K | 0.03% | +0.8% |
| 1341 | HMV Wealth Advisors#1341 · 8,249 sh | 8,249 | $761.1K | 0.30% | 0.0% |
| 1342 | CVA Family Office#1342 · 8,211 sh | 8,211 | $757.7K | 0.07% | -1.6% |
| 1343 | Sterling Investment Counsel#1343 · 8,158 sh | 8,158 | $752.7K | — | +21.9% |
| 1344 | SIGMA INVESTMENT COUNSELORS#1344 · 8,149 sh | 8,149 | $752.0K | 0.04% | +142.2% |
| 1345 | Sky Investment Group#1345 · 8,145 sh | 8,145 | $751.5K | 0.12% | +18.3% |
| 1346 | R Squared Ltd#1346 · 8,099 sh | 8,099 | $747.3K | 0.39% | New |
| 1347 | Capula Management Ltd#1347 · 8,094 sh | 8,094 | $746.8K | <0.01% | +27.7% |
| 1348 | RFG Advisory#1348 · 8,084 sh | 8,084 | $745.9K | 0.01% | -8.4% |
| 1349 | JB Capital#1349 · 8,082 sh | 8,082 | $745.7K | — | -56.5% |
| 1350 | LYELL WEALTH MANAGEMENT#1350 · 8,078 sh | 8,078 | $745.4K | 0.05% | 0.0% |
| 1351 | IHT Wealth Management#1351 · 8,056 sh | 8,056 | $743.3K | 0.02% | -0.2% |
| 1352 | Verity Asset Management#1352 · 8,048 sh | 8,048 | $742.6K | 0.28% | +2.9% |
| 1353 | Bramshill Investments#1353 · 8,048 sh | 8,048 | $742.6K | 0.06% | +1.2% |
| 1354 | MITCHELL SINKLER & STARR#1354 · 8,042 sh | 8,042 | $742.0K | — | 0.0% |
| 1355 | Kennebec Savings Bank#1355 · 8,037 sh | 8,037 | $741.6K | — | 0.0% |
| 1356 | AFFINITY INVESTMENT ADVISORS#1356 · 8,029 sh | 8,029 | $740.8K | 0.38% | +4.1% |
| 1357 | Intrepid Financial Planning Group#1357 · 8,027 sh | 8,027 | $740.7K | 0.25% | +1.3% |
| 1358 | BINGHAM PRIVATE WEALTH#1358 · 8,015 sh | 8,015 | $739.6K | 0.51% | +41.5% |
| 1359 | Klingman & Associates#1359 · 7,948 sh | 7,948 | $733.4K | — | -5.6% |
| 1360 | MATHER GROUP#1360 · 7,944 sh | 7,944 | $733.0K | — | +5.3% |
| 1361 | Optas#1361 · 7,937 sh | 7,937 | $732.4K | 0.10% | +17.3% |
| 1362 | Freestone Capital#1362 · 7,888 sh | 7,888 | $727.8K | 0.02% | -2.0% |
| 1363 | Cypress Wealth Services#1363 · 7,888 sh | 7,888 | $727.8K | — | -9.4% |
| 1364 | OKABENA INVESTMENT SERVICES#1364 · 7,881 sh | 7,881 | $727.2K | 0.13% | -1.0% |
| 1365 | Western Wealth Management#1365 · 7,868 sh | 7,868 | $726.0K | 0.02% | +2.0% |
| 1366 | Tactive Advisors#1366 · 7,858 sh | 7,858 | $725.1K | — | -13.6% |
| 1367 | Platform Technology Partners#1367 · 7,850 sh | 7,850 | $724.3K | 0.12% | -2.8% |
| 1368 | Net Worth Advisory Group#1368 · 7,828 sh | 7,828 | $722.3K | — | -2.1% |
| 1369 | Turtle Creek Wealth Advisors#1369 · 7,760 sh | 7,760 | $716.0K | — | -10.2% |
| 1370 | DUTCH ASSET#1370 · 7,750 sh | 7,750 | $715.1K | — | 0.0% |
| 1371 | VIAWEALTH#1371 · 7,740 sh | 7,740 | $714.2K | 0.36% | 0.0% |
| 1372 | Heartland Bank#1372 · 7,723 sh | 7,723 | $712.6K | 0.15% | -1.1% |
| 1373 | SFMG#1373 · 7,723 sh | 7,723 | $712.6K | 0.04% | -7.7% |
| 1374 | TRED AVON FAMILY WEALTH#1374 · 7,707 sh | 7,707 | $711.1K | — | 0.0% |
| 1375 | Bridgewater Advisors#1375 · 6,706 sh | 6,706 | $710.0K | 0.04% | -0.7% |
| 1376 | Bragg Financial Advisors#1376 · 7,687 sh | 7,687 | $709.3K | 0.02% | -1.6% |
| 1377 | Old Port Advisors#1377 · 7,686 sh | 7,686 | $709.2K | — | 0.0% |
| 1378 | Shum Financial Group#1378 · 7,677 sh | 7,677 | $708.4K | — | +21.7% |
| 1379 | MOSAIC FAMILY WEALTH PARTNERS#1379 · 7,643 sh | 7,643 | $705.2K | 0.05% | New |
| 1380 | Proficio Capital Partners#1380 · 7,549 sh | 7,549 | $696.6K | 0.03% | New |
| 1381 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#1381 · 7,533 sh | 7,533 | $695.1K | — | +14.7% |
| 1382 | LCNB#1382 · 7,528 sh | 7,528 | $694.6K | 0.21% | -2.8% |
| 1383 | Triad Wealth Partners#1383 · 6,548 sh | 6,548 | $693.3K | — | -53.9% |
| 1384 | MassMutual Private Wealth & , FSB#1384 · 7,482 sh | 7,482 | $690.4K | — | -6.7% |
| 1385 | VestGen Advisors#1385 · 7,479 sh | 7,479 | $690.1K | 0.02% | +18.2% |
| 1386 | Carson Advisory#1386 · 7,468 sh | 7,468 | $689.1K | 0.32% | +13.9% |
| 1387 | FOUNDERS FINANCIAL SECURITIES#1387 · 7,452 sh | 7,452 | $687.6K | 0.04% | -1.7% |
| 1388 | Unified Investment Management#1388 · 7,401 sh | 7,401 | $682.9K | — | +0.2% |
| 1389 | Coign Capital Advisors#1389 · 7,385 sh | 7,385 | $681.4K | 0.31% | +2.0% |
| 1390 | Compass Advisory Group#1390 · 7,375 sh | 7,375 | $680.5K | 0.16% | 0.0% |
| 1391 | LEVEL FOUR ADVISORY SERVICES#1391 · 7,365 sh | 7,365 | $679.6K | 0.02% | +23.3% |
| 1392 | Cambria Investment Management, L.P.#1392 · 7,348 sh | 7,348 | $678.0K | 0.03% | +19.3% |
| 1393 | Opal Wealth Advisors#1393 · 7,324 sh | 7,324 | $675.8K | — | +65.8% |
| 1394 | Naviter Wealth#1394 · 7,321 sh | 7,321 | $675.5K | 0.06% | +4.1% |
| 1395 | Vigilare Wealth Management#1395 · 7,308 sh | 7,308 | $674.3K | 0.21% | -0.7% |
| 1396 | XTX Topco Ltd#1396 · 7,304 sh | 7,304 | $673.9K | <0.01% | -55.9% |
| 1397 | Larry Mathis Financial Planning#1397 · 7,286 sh | 7,286 | $672.3K | — | 0.0% |
| 1398 | Accredited Investors#1398 · 7,286 sh | 7,286 | $672.3K | 0.03% | 0.0% |
| 1399 | Vann Equity Management#1399 · 7,190 sh | 7,190 | $663.4K | — | +5.9% |
| 1400 | ADVISORTRUST PARTNERS#1400 · 7,177 sh | 7,177 | $662.2K | 0.23% | +16.8% |
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.