SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | FIDUCIARY FAMILY OFFICE#1401 · 7,175 sh | 7,175 | $662.0K | 0.17% | +65.1% |
| 1402 | Argentarii#1402 · 6,137 sh | 6,137 | $661.0K | 0.20% | +160.4% |
| 1403 | NOVEM GROUP#1403 · 7,125 sh | 7,125 | $657.3K | — | -4.7% |
| 1404 | Leonteq Securities AG#1404 · 7,109 sh | 7,109 | $655.9K | 0.02% | +9.4% |
| 1405 | OneAscent Financial Services#1405 · 7,101 sh | 7,101 | $655.2K | 0.03% | -11.3% |
| 1406 | Relyea Zuckerberg Hanson#1406 · 7,077 sh | 7,077 | $653.0K | — | +2.3% |
| 1407 | MOR Wealth Management#1407 · 7,070 sh | 7,070 | $652.3K | 0.26% | +87.3% |
| 1408 | S-Bank Fund Management Ltd#1408 · 7,035 sh | 7,035 | $649.1K | 0.09% | -53.4% |
| 1409 | OSBORNE PARTNERS CAPITAL MANAGEMENT#1409 · 7,029 sh | 7,029 | $648.6K | 0.04% | 0.0% |
| 1410 | HAZLETT, BURT & WATSON#1410 · 6,986 sh | 6,986 | $646.0K | 0.17% | +19.8% |
| 1411 | AUXIER ASSET MANAGEMENT#1411 · 6,993 sh | 6,993 | $645.2K | 0.09% | +0.4% |
| 1412 | Defiance ETFs#1412 · 6,725 sh | 6,725 | $644.1K | <0.01% | +20.7% |
| 1413 | Western Pacific Wealth Management#1413 · 6,960 sh | 6,960 | $642.2K | — | +28.5% |
| 1414 | Arcataur Capital Management#1414 · 6,922 sh | 6,922 | $638.7K | — | +1.5% |
| 1415 | Goldstein Advisors#1415 · 6,916 sh | 6,916 | $638.1K | — | New |
| 1416 | Investor's Fiduciary Advisor Network#1416 · 6,924 sh | 6,924 | $638.0K | 0.22% | -35.8% |
| 1417 | MOGY JOEL R INVESTMENT COUNSEL#1417 · 6,897 sh | 6,897 | $636.4K | — | 0.0% |
| 1418 | Hilltop#1418 · 6,889 sh | 6,889 | $635.6K | 0.05% | +12.5% |
| 1419 | Oslo Pensjonsforsikring AS#1419 · 6,874 sh | 6,874 | $634.3K | — | 0.0% |
| 1420 | PALISADE CAPITAL MANAGEMENT#1420 · 6,873 sh | 6,873 | $634.2K | 0.03% | +2.1% |
| 1421 | TAGStone Capital#1421 · 6,869 sh | 6,869 | $633.8K | 0.20% | +2.1% |
| 1422 | BAHL & GAYNOR#1422 · 6,827 sh | 6,827 | $629.9K | <0.01% | 0.0% |
| 1423 | Marathon Mission#1423 · 6,802 sh | 6,802 | $627.6K | — | +3.4% |
| 1424 | CLIENT 1ST ADVISORY GROUP#1424 · 6,792 sh | 6,792 | $626.7K | — | +3.0% |
| 1425 | Alta Advisers Ltd#1425 · 6,770 sh | 6,770 | $624.7K | 0.14% | 0.0% |
| 1426 | DEFINED WEALTH MANAGEMENT#1426 · 6,765 sh | 6,765 | $624.2K | — | -1.2% |
| 1427 | Blueshift Asset Management#1427 · 6,763 sh | 6,763 | $624.0K | 0.14% | New |
| 1428 | Heritage Wealth Management#1428 · 6,733 sh | 6,733 | $621.3K | 0.15% | New |
| 1429 | Aspetuck Financial Management#1429 · 6,721 sh | 6,721 | $620.1K | 0.37% | 0.0% |
| 1430 | Gryphon Financial Partners#1430 · 6,718 sh | 6,718 | $619.8K | 0.05% | -5.8% |
| 1431 | Journey Advisory Group#1431 · 6,717 sh | 6,717 | $619.8K | 0.05% | +65.7% |
| 1432 | WealthPLAN Partners#1432 · 6,691 sh | 6,691 | $617.4K | — | +9.4% |
| 1433 | Accurate Wealth Management#1433 · 5,986 sh | 5,986 | $617.3K | — | -2.2% |
| 1434 | RW Investment Management#1434 · 6,686 sh | 6,686 | $616.9K | 0.05% | 0.0% |
| 1435 | J. Team Financial#1435 · 6,684 sh | 6,684 | $616.8K | 0.60% | +5.4% |
| 1436 | Weaver Capital Management#1436 · 6,535 sh | 6,535 | $614.2K | — | 0.0% |
| 1437 | Apriem Advisors#1437 · 6,648 sh | 6,648 | $613.4K | 0.05% | 0.0% |
| 1438 | PFG Investments#1438 · 6,639 sh | 6,639 | $612.6K | 0.02% | -4.0% |
| 1439 | CMG Global#1439 · 6,585 sh | 6,585 | $607.6K | — | -0.6% |
| 1440 | Sompo Asset Management , Ltd.#1440 · 6,560 sh | 6,560 | $605.3K | 0.10% | -3.0% |
| 1441 | Bryn Mawr Advisors#1441 · 6,490 sh | 6,490 | $598.9K | 0.03% | +2.7% |
| 1442 | Ellevest#1442 · 6,510 sh | 6,510 | $598.5K | 0.07% | -10.4% |
| 1443 | Rehmann Capital Advisory Group#1443 · 6,481 sh | 6,481 | $598.4K | 0.03% | -9.3% |
| 1444 | Gibbs Wealth Management#1444 · 6,475 sh | 6,475 | $597.5K | — | +15.7% |
| 1445 | Landmark Wealth Management#1445 · 6,454 sh | 6,454 | $595.5K | 0.14% | +0.1% |
| 1446 | AlphaCore Capital#1446 · 6,454 sh | 6,454 | $595.5K | 0.01% | +1.0% |
| 1447 | Family Legacy#1447 · 6,424 sh | 6,424 | $592.7K | — | +0.2% |
| 1448 | Boston Walden#1448 · 6,420 sh | 6,420 | $592.4K | <0.01% | 0.0% |
| 1449 | Jackson Creek Investment Advisors#1449 · 5,613 sh | 5,613 | $591.0K | 0.20% | -21.9% |
| 1450 | Soltis Investment Advisors#1450 · 6,337 sh | 6,337 | $584.8K | 0.03% | +9.5% |
| 1451 | Smith Thornton Advisors#1451 · 5,710 sh | 5,710 | $584.6K | — | +16.3% |
| 1452 | Basecamp Wealth Advisors#1452 · 6,327 sh | 6,327 | $583.8K | 0.11% | 0.0% |
| 1453 | COZAD ASSET MANAGEMENT#1453 · 6,323 sh | 6,323 | $583.4K | 0.04% | -8.5% |
| 1454 | Balboa Wealth Partners#1454 · 6,322 sh | 6,322 | $583.3K | — | -24.7% |
| 1455 | LAZARI CAPITAL MANAGEMENT#1455 · 6,312 sh | 6,312 | $582.4K | — | +0.6% |
| 1456 | Kera Capital Partners#1456 · 6,285 sh | 6,285 | $579.9K | 0.06% | -22.6% |
| 1457 | FMB WEALTH MANAGEMENT#1457 · 6,272 sh | 6,272 | $578.8K | 0.21% | 0.0% |
| 1458 | Cornerstone Wealth Management#1458 · 6,270 sh | 6,270 | $578.5K | 0.02% | +7.1% |
| 1459 | Virtue Capital Management#1459 · 6,216 sh | 6,216 | $573.5K | 0.08% | -9.5% |
| 1460 | GARRISON POINT ADVISORS#1460 · 6,215 sh | 6,215 | $573.5K | 0.23% | -6.4% |
| 1461 | KRS Capital Management#1461 · 6,206 sh | 6,206 | $572.6K | — | +0.8% |
| 1462 | Strategic Financial Services#1462 · 6,199 sh | 6,199 | $572.0K | 0.03% | 0.0% |
| 1463 | OFI INVEST ASSET MANAGEMENT#1463 · 7,079 sh | 7,079 | $571.3K | <0.01% | -44.7% |
| 1464 | EVOLVE PRIVATE WEALTH#1464 · 6,173 sh | 6,173 | $569.6K | 0.03% | -88.5% |
| 1465 | Evergreen Wealth Solutions#1465 · 5,134 sh | 5,134 | $565.1K | 0.03% | +57.8% |
| 1466 | E Fund Management , Ltd.#1466 · 6,117 sh | 6,117 | $564.4K | 0.01% | -0.9% |
| 1467 | RMR Wealth Builders#1467 · 6,099 sh | 6,099 | $562.8K | — | -3.1% |
| 1468 | Severin Investments#1468 · 6,094 sh | 6,094 | $562.3K | 0.42% | +4.5% |
| 1469 | Greykasell Wealth Strategies#1469 · 6,081 sh | 6,081 | $561.1K | 0.20% | +2.3% |
| 1470 | Deseret Mutual Benefit Administrators#1470 · 6,080 sh | 6,080 | $561.0K | 0.18% | -3.4% |
| 1471 | Rothschild Capital Partners#1471 · 6,077 sh | 6,077 | $560.7K | 0.12% | +0.1% |
| 1472 | Alpha Family#1472 · 6,070 sh | 6,070 | $560.1K | 0.23% | 0.0% |
| 1473 | Sand Hill Global Advisors#1473 · 6,045 sh | 6,045 | $557.8K | 0.02% | 0.0% |
| 1474 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#1474 · 6,031 sh | 6,031 | $556.5K | — | +46.1% |
| 1475 | PFG Advisors#1475 · 6,030 sh | 6,030 | $556.4K | — | -8.1% |
| 1476 | Beta Wealth Group#1476 · 6,010 sh | 6,010 | $554.5K | 0.21% | +1.7% |
| 1477 | Pinnacle Wealth Planning Services#1477 · 6,002 sh | 6,002 | $553.8K | 0.05% | -0.3% |
| 1478 | Arista Wealth Management#1478 · 6,000 sh | 6,000 | $553.6K | 0.06% | -1.7% |
| 1479 | PCM Encore#1479 · 5,980 sh | 5,980 | $551.8K | 0.10% | -9.1% |
| 1480 | WNY Asset Management#1480 · 5,978 sh | 5,978 | $551.6K | 0.05% | +2.5% |
| 1481 | Sound Income Strategies#1481 · 5,939 sh | 5,939 | $548.0K | — | +220.2% |
| 1482 | TOMPKINS FINANCIAL#1482 · 5,930 sh | 5,930 | $547.2K | — | +102.4% |
| 1483 | SJBENEN ADVISORY#1483 · 5,800 sh | 5,800 | $544.9K | — | 0.0% |
| 1484 | Mission Creek Capital Partners#1484 · 5,898 sh | 5,898 | $544.2K | 0.10% | -18.8% |
| 1485 | SS&H Financial Advisors#1485 · 5,899 sh | 5,899 | $544.0K | 0.14% | — |
| 1486 | WESPAC Advisors SoCal#1486 · 5,876 sh | 5,876 | $542.2K | — | +1.2% |
| 1487 | Mayflower Financial Advisors#1487 · 5,870 sh | 5,870 | $541.7K | 0.05% | 0.0% |
| 1488 | LMR Partners LLP#1488 · 5,865 sh | 5,865 | $541.2K | <0.01% | New |
| 1489 | Simplicity Wealth#1489 · 5,862 sh | 5,862 | $540.9K | — | -5.4% |
| 1490 | Greenfield Savings Bank#1490 · 5,858 sh | 5,858 | $540.5K | — | -3.0% |
| 1491 | Gambit Capital Management#1491 · 5,856 sh | 5,856 | $540.3K | 0.31% | -0.7% |
| 1492 | KLCM Advisors#1492 · 5,824 sh | 5,824 | $537.4K | 0.04% | -1.9% |
| 1493 | MONOGRAPH WEALTH ADVISORS#1493 · 5,818 sh | 5,818 | $536.8K | 0.04% | 0.0% |
| 1494 | Rosenberg Matthew Hamilton#1494 · 5,804 sh | 5,804 | $535.5K | — | +2.7% |
| 1495 | JERICHO FINANCIAL, LLP#1495 · 5,793 sh | 5,793 | $534.5K | — | -4.6% |
| 1496 | FIDUCIARY#1496 · 5,786 sh | 5,786 | $533.8K | <0.01% | -28.3% |
| 1497 | Forefront Wealth Partners#1497 · 5,777 sh | 5,777 | $533.0K | 0.17% | +8.9% |
| 1498 | Canvas Wealth Advisors#1498 · 5,773 sh | 5,773 | $532.7K | 0.07% | -8.5% |
| 1499 | LVW Advisors#1499 · 5,747 sh | 5,747 | $530.3K | — | -13.1% |
| 1500 | SteelPeak Wealth#1500 · 5,737 sh | 5,737 | $529.3K | — | +96.2% |
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.