SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Diligent Investors#1501 · 5,735 sh | 5,735 | $529.2K | — | +4.6% |
| 1502 | First Bank#1502 · 5,733 sh | 5,733 | $529.0K | — | -6.4% |
| 1503 | Centurion Wealth Management#1503 · 5,705 sh | 5,705 | $526.4K | — | -6.8% |
| 1504 | Mason & Associates#1504 · 5,684 sh | 5,684 | $524.5K | 0.08% | -1.7% |
| 1505 | Haverford#1505 · 5,679 sh | 5,679 | $524.0K | <0.01% | +17.7% |
| 1506 | Lebenthal Global Advisors#1506 · 5,675 sh | 5,675 | $523.7K | 0.07% | -80.2% |
| 1507 | INTRUST BANK NA#1507 · 5,675 sh | 5,675 | $523.6K | 0.04% | -1.6% |
| 1508 | JTC Employer Solutions Trusteee Ltd#1508 · 5,670 sh | 5,670 | $523.0K | 0.04% | 0.0% |
| 1509 | TIAA Wealth Investment Management#1509 · 5,665 sh | 5,665 | $522.1K | <0.01% | +15.8% |
| 1510 | Sivia Capital Partners#1510 · 5,637 sh | 5,637 | $520.1K | 0.06% | +144.7% |
| 1511 | Unify Financial Advisors#1511 · 5,636 sh | 5,636 | $520.0K | 0.48% | 0.0% |
| 1512 | Baader Bank Aktiengesellschaft#1512 · 5,634 sh | 5,634 | $519.8K | 0.04% | +14.2% |
| 1513 | Traynor Capital Management#1513 · 5,631 sh | 5,631 | $519.6K | 0.02% | -1.4% |
| 1514 | Prairie Wealth Advisors#1514 · 0 sh | 0 | $519.2K | 0.12% | New |
| 1515 | Biltmore Family Office#1515 · 5,625 sh | 5,625 | $519.0K | 0.07% | -6.5% |
| 1516 | Delta Investment Management#1516 · 5,590 sh | 5,590 | $515.8K | 0.08% | -15.8% |
| 1517 | BURLING WEALTH PARTNERS#1517 · 5,589 sh | 5,589 | $515.7K | 0.08% | 0.0% |
| 1518 | Crescent Grove Advisors#1518 · 5,504 sh | 5,504 | $507.8K | — | +1.0% |
| 1519 | One Wealth Advisors#1519 · 5,491 sh | 5,491 | $506.7K | 0.06% | -29.3% |
| 1520 | ENZI WEALTH#1520 · 5,000 sh | 5,000 | $505.5K | — | 0.0% |
| 1521 | Willow Creek Capital Management#1521 · 5,475 sh | 5,475 | $505.2K | — | — |
| 1522 | Meridian Wealth Management#1522 · 5,472 sh | 5,472 | $504.9K | 0.02% | +3.2% |
| 1523 | Pointe Capital Management#1523 · 5,461 sh | 5,461 | $503.9K | 0.23% | +3.7% |
| 1524 | Keystone Financial Group#1524 · 5,456 sh | 5,456 | $503.4K | 0.03% | +100.7% |
| 1525 | BSW Wealth Partners#1525 · 5,451 sh | 5,451 | $502.9K | 0.06% | +40.6% |
| 1526 | Tempus Wealth Planning#1526 · 5,426 sh | 5,426 | $500.6K | — | +0.9% |
| 1527 | Quotient Wealth Partners#1527 · 5,416 sh | 5,416 | $499.8K | 0.01% | -13.2% |
| 1528 | Palacios Wealth Management#1528 · 5,404 sh | 5,404 | $498.6K | 0.29% | -0.2% |
| 1529 | SAWGRASS ASSET MANAGEMENT#1529 · 5,387 sh | 5,387 | $497.1K | 0.07% | -13.4% |
| 1530 | Cromwell#1530 · 5,381 sh | 5,381 | $496.5K | 0.22% | 0.0% |
| 1531 | DAGCO#1531 · 5,378 sh | 5,378 | $496.2K | — | +0.1% |
| 1532 | Alliance Wealth Advisors#1532 · 5,365 sh | 5,365 | $495.0K | — | +0.5% |
| 1533 | Williams Jones Wealth Management#1533 · 5,351 sh | 5,351 | $493.8K | <0.01% | +0.7% |
| 1534 | Moss Adams Wealth Advisors#1534 · 5,336 sh | 5,336 | $492.4K | 0.03% | -5.8% |
| 1535 | BlackDiamond Wealth Management#1535 · 4,551 sh | 4,551 | $491.5K | 0.20% | +33.0% |
| 1536 | MONTCHANIN ASSET MANAGEMENT#1536 · 5,325 sh | 5,325 | $491.0K | 0.50% | New |
| 1537 | Parcion Private Wealth#1537 · 5,321 sh | 5,321 | $491.0K | 0.03% | -0.8% |
| 1538 | Maridea Wealth Management#1538 · 5,314 sh | 5,314 | $490.3K | 0.05% | New |
| 1539 | Third View Private Wealth#1539 · 5,309 sh | 5,309 | $489.9K | 0.06% | +88.3% |
| 1540 | BURKE & HERBERT BANK#1540 · 5,300 sh | 5,300 | $489.0K | 0.12% | 0.0% |
| 1541 | Oakworth Capital#1541 · 5,162 sh | 5,162 | $489.0K | — | 0.0% |
| 1542 | Root Financial Partners#1542 · 5,267 sh | 5,267 | $486.0K | — | +8.2% |
| 1543 | Addison Advisors#1543 · 5,255 sh | 5,255 | $484.9K | 0.23% | -4.0% |
| 1544 | Ledyard National Bank#1544 · 5,240 sh | 5,240 | $483.5K | — | -15.8% |
| 1545 | CNB Bank#1545 · 5,228 sh | 5,228 | $482.4K | 0.19% | -0.2% |
| 1546 | Keel Point#1546 · 5,216 sh | 5,216 | $481.2K | 0.03% | +0.8% |
| 1547 | SMITH, MOORE#1547 · 5,207 sh | 5,207 | $480.5K | 0.03% | -35.0% |
| 1548 | FSM Wealth Advisors#1548 · 5,204 sh | 5,204 | $480.2K | 0.05% | -2.9% |
| 1549 | Trace Wealth Advisors#1549 · 5,200 sh | 5,200 | $479.8K | 0.31% | 0.0% |
| 1550 | Income Insurance Ltd#1550 · 5,166 sh | 5,166 | $476.7K | — | 0.0% |
| 1551 | Claro Advisors#1551 · 5,160 sh | 5,160 | $476.1K | 0.05% | -2.1% |
| 1552 | Ridgewood Investments#1552 · 5,145 sh | 5,145 | $474.7K | — | 0.0% |
| 1553 | FULTON BANK, N.A.#1553 · 5,143 sh | 5,143 | $474.5K | — | -50.9% |
| 1554 | David R. Rahn & Associates#1554 · 5,108 sh | 5,108 | $471.4K | 0.11% | 0.0% |
| 1555 | Keystone Wealth Services#1555 · 5,095 sh | 5,095 | $470.1K | 0.09% | +71.4% |
| 1556 | Versant Capital Management#1556 · 5,058 sh | 5,058 | $466.7K | — | -30.4% |
| 1557 | Advisor OS#1557 · 5,053 sh | 5,053 | $466.3K | 0.03% | -5.3% |
| 1558 | FUKOKU MUTUAL LIFE INSURANCE#1558 · 5,050 sh | 5,050 | $466.0K | 0.03% | -2.5% |
| 1559 | New Republic Capital#1559 · 5,046 sh | 5,046 | $465.6K | 0.11% | +23.4% |
| 1560 | BBR PARTNERS#1560 · 5,002 sh | 5,002 | $461.5K | 0.02% | 0.0% |
| 1561 | Viewpoint Capital Management#1561 · 5,000 sh | 5,000 | $461.4K | 0.23% | 0.0% |
| 1562 | Advisory Alpha#1562 · 4,980 sh | 4,980 | $459.8K | 0.01% | +26.4% |
| 1563 | KEYVANTAGE WEALTH#1563 · 4,980 sh | 4,980 | $459.5K | 0.17% | -14.2% |
| 1564 | Continuum Advisory#1564 · 4,966 sh | 4,966 | $458.2K | 0.04% | New |
| 1565 | Operose Advisors#1565 · 4,964 sh | 4,964 | $458.0K | 0.09% | -2.4% |
| 1566 | Azimuth Capital Investment Management#1566 · 4,949 sh | 4,949 | $456.6K | 0.02% | 0.0% |
| 1567 | OVERSEA-CHINESE BANKING Ltd#1567 · 4,949 sh | 4,949 | $456.6K | <0.01% | New |
| 1568 | Ocean Capital Management#1568 · 4,906 sh | 4,906 | $452.7K | 0.08% | +0.1% |
| 1569 | Centiva Capital#1569 · 4,895 sh | 4,895 | $451.7K | <0.01% | -70.9% |
| 1570 | Westmount Partners#1570 · 4,894 sh | 4,894 | $451.5K | 0.10% | +3.6% |
| 1571 | ORRSTOWN FINANCIAL SERVICES#1571 · 4,875 sh | 4,875 | $449.8K | — | +14.1% |
| 1572 | Quantum Financial Advisors#1572 · 4,874 sh | 4,874 | $449.7K | 0.04% | -1.9% |
| 1573 | ING GROEP NV#1573 · 4,863 sh | 4,863 | $448.7K | <0.01% | -75.8% |
| 1574 | Facet Wealth#1574 · 4,858 sh | 4,858 | $448.3K | <0.01% | -6.1% |
| 1575 | LOUNTZIS ASSET MANAGEMENT#1575 · 4,845 sh | 4,845 | $447.0K | 0.14% | 0.0% |
| 1576 | CARY STREET PARTNERS INVESTMENT ADVISORY#1576 · 4,832 sh | 4,832 | $445.8K | 0.09% | -14.1% |
| 1577 | PRINCETON CAPITAL MANAGEMENT#1577 · 4,831 sh | 4,831 | $445.8K | 0.10% | +0.2% |
| 1578 | ANCHYRA PARTNERS#1578 · 4,828 sh | 4,828 | $445.5K | — | -3.4% |
| 1579 | Affinity Capital Advisors#1579 · 4,419 sh | 4,419 | $444.7K | — | -12.4% |
| 1580 | Clear Creek Financial Management#1580 · 4,810 sh | 4,810 | $443.8K | 0.03% | -3.3% |
| 1581 | West Family Investments#1581 · 4,809 sh | 4,809 | $443.7K | 0.13% | +6.0% |
| 1582 | DRW Securities#1582 · 4,803 sh | 4,803 | $443.2K | 0.01% | -57.1% |
| 1583 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#1583 · 4,078 sh | 4,078 | $440.5K | 0.26% | 0.0% |
| 1584 | Spears Abacus Advisors#1584 · 4,763 sh | 4,763 | $439.5K | <0.01% | -2.9% |
| 1585 | EAGLE WEALTH STRATEGIES#1585 · 4,755 sh | 4,755 | $438.7K | — | +4.0% |
| 1586 | Principle Wealth Partners#1586 · 4,753 sh | 4,753 | $438.6K | 0.02% | -24.1% |
| 1587 | Clark Capital Management Group#1587 · 4,752 sh | 4,752 | $438.4K | <0.01% | -2.5% |
| 1588 | Brookwood Investment Group#1588 · 4,744 sh | 4,744 | $437.7K | 0.05% | New |
| 1589 | Commonwealth Retirement Investments#1589 · 4,735 sh | 4,735 | $436.9K | — | -2.6% |
| 1590 | LBMC INVESTMENT ADVISORS#1590 · 4,728 sh | 4,728 | $436.3K | 0.02% | +5.7% |
| 1591 | Hopwood Financial Services#1591 · 4,717 sh | 4,717 | $435.2K | 0.25% | 0.0% |
| 1592 | Old Mission Investment#1592 · 4,715 sh | 4,715 | $435.1K | — | 0.0% |
| 1593 | Trek Financial#1593 · 4,684 sh | 4,684 | $432.2K | 0.02% | +7.1% |
| 1594 | Aviso Financial#1594 · 4,680 sh | 4,680 | $431.8K | 0.01% | -2.9% |
| 1595 | ZACKS INVESTMENT MANAGEMENT#1595 · 4,631 sh | 4,631 | $427.4K | <0.01% | +61.6% |
| 1596 | OAK HARBOR WEALTH PARTNERS#1596 · 4,627 sh | 4,627 | $426.9K | 0.16% | -59.5% |
| 1597 | Gateway Wealth Partners#1597 · 4,591 sh | 4,591 | $423.6K | 0.03% | -53.4% |
| 1598 | Orca Investment Management#1598 · 4,569 sh | 4,569 | $421.6K | 0.31% | 0.0% |
| 1599 | EVERPAR ADVISORS#1599 · 4,568 sh | 4,568 | $421.5K | 0.12% | +0.9% |
| 1600 | TRB Wealth Management#1600 · 4,562 sh | 4,562 | $420.9K | 0.06% | +7.3% |
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.