SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | SUMMIT WEALTH & RETIREMENT PLANNING#1601 · 4,544 sh | 4,544 | $419.3K | 0.09% | -3.6% |
| 1602 | LexAurum Advisors#1602 · 4,541 sh | 4,541 | $419.0K | — | -7.2% |
| 1603 | Fielder Capital Group#1603 · 4,540 sh | 4,540 | $418.9K | 0.09% | -8.7% |
| 1604 | ATWOOD & PALMER#1604 · 4,529 sh | 4,529 | $417.9K | — | -0.5% |
| 1605 | Colonial River Wealth Management#1605 · 4,529 sh | 4,529 | $417.9K | — | -11.5% |
| 1606 | Gerald Baker Financial Group#1606 · 4,507 sh | 4,507 | $415.9K | — | +7.5% |
| 1607 | WELCH & FORBES#1607 · 4,502 sh | 4,502 | $415.4K | <0.01% | -2.6% |
| 1608 | Octavia Wealth Advisors#1608 · 4,478 sh | 4,478 | $413.2K | 0.04% | -5.3% |
| 1609 | SmartHarvest Portfolios#1609 · 4,465 sh | 4,465 | $412.0K | — | -7.4% |
| 1610 | Cornerstone Wealth Group#1610 · 4,459 sh | 4,459 | $411.5K | 0.02% | +4.6% |
| 1611 | ONEFUND#1611 · 4,454 sh | 4,454 | $411.0K | 0.23% | -3.0% |
| 1612 | WADDELL & ASSOCIATES#1612 · 4,448 sh | 4,448 | $410.4K | 0.02% | -6.3% |
| 1613 | Noble Wealth Management PBC#1613 · 4,439 sh | 4,439 | $409.6K | — | -10.3% |
| 1614 | HANTZ FINANCIAL SERVICES#1614 · 4,409 sh | 4,409 | $407.0K | <0.01% | -36.5% |
| 1615 | Kuhn & Investment Counsel#1615 · 4,396 sh | 4,396 | $405.6K | 0.23% | 0.0% |
| 1616 | DAVIDSON#1616 · 4,379 sh | 4,379 | $404.1K | — | -3.4% |
| 1617 | TRANSCEND WEALTH COLLECTIVE#1617 · 4,373 sh | 4,373 | $403.5K | 0.03% | -37.9% |
| 1618 | EARNED WEALTH ADVISORS#1618 · 4,371 sh | 4,371 | $403.3K | 0.03% | -40.7% |
| 1619 | Greenspring Advisors#1619 · 4,346 sh | 4,346 | $401.0K | 0.02% | +15.6% |
| 1620 | Peoples Bank#1620 · 4,331 sh | 4,331 | $399.6K | — | +2.7% |
| 1621 | Inscription Capital#1621 · 4,331 sh | 4,331 | $399.6K | 0.04% | -38.3% |
| 1622 | Heritage Wealth Advisors#1622 · 4,322 sh | 4,322 | $398.8K | 0.01% | -5.6% |
| 1623 | Acropolis Investment Management#1623 · 4,313 sh | 4,313 | $398.0K | — | -3.4% |
| 1624 | Capital Management Associates#1624 · 4,309 sh | 4,309 | $397.6K | — | +13.1% |
| 1625 | RDA Financial Network#1625 · 4,301 sh | 4,301 | $396.9K | — | +8.2% |
| 1626 | TRILLIUM ASSET MANAGEMENT#1626 · 4,292 sh | 4,292 | $396.0K | 0.01% | 0.0% |
| 1627 | KILEY JUERGENS WEALTH MANAGEMENT#1627 · 4,282 sh | 4,282 | $395.1K | 0.06% | -8.9% |
| 1628 | Souders Financial Advisors#1628 · 4,278 sh | 4,278 | $394.8K | 0.04% | -7.6% |
| 1629 | CATALYST PRIVATE WEALTH#1629 · 4,274 sh | 4,274 | $394.4K | — | -1.1% |
| 1630 | Broyhill Asset Management#1630 · 4,270 sh | 4,270 | $394.0K | 0.35% | 0.0% |
| 1631 | Storgate#1631 · 4,264 sh | 4,264 | $393.4K | 0.08% | New |
| 1632 | Athena Investment Management#1632 · 4,250 sh | 4,250 | $392.1K | 0.23% | -44.9% |
| 1633 | OneAscent Family Office#1633 · 4,248 sh | 4,248 | $392.0K | 0.20% | +8.4% |
| 1634 | MONECO Advisors#1634 · 4,214 sh | 4,214 | $388.8K | 0.02% | +21.7% |
| 1635 | BRADLEY FOSTER & SARGENT#1635 · 4,200 sh | 4,200 | $387.5K | <0.01% | +6.8% |
| 1636 | Violich Capital Management#1636 · 4,200 sh | 4,200 | $387.5K | — | +75.0% |
| 1637 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1637 · 4,161 sh | 4,161 | $384.6K | — | -12.8% |
| 1638 | Peterson Wealth Services#1638 · 4,163 sh | 4,163 | $384.1K | — | +0.9% |
| 1639 | Telos Capital Management#1639 · 4,162 sh | 4,162 | $384.0K | 0.03% | 0.0% |
| 1640 | Avantax Planning Partners#1640 · 4,151 sh | 4,151 | $383.0K | <0.01% | -4.2% |
| 1641 | Abel Hall#1641 · 4,137 sh | 4,137 | $381.7K | — | -12.0% |
| 1642 | SouthState Bank#1642 · 4,129 sh | 4,129 | $381.0K | 0.02% | -4.4% |
| 1643 | Sun Financial#1643 · 3,514 sh | 3,514 | $379.4K | 0.18% | -5.7% |
| 1644 | HHM Wealth Advisors#1644 · 4,112 sh | 4,112 | $379.4K | 0.04% | -2.4% |
| 1645 | Smithfield#1645 · 4,106 sh | 4,106 | $379.0K | 0.02% | -1.9% |
| 1646 | CoreCap Advisors#1646 · 4,104 sh | 4,104 | $378.7K | — | +11.8% |
| 1647 | KLINGENSTEIN FIELDS#1647 · 4,093 sh | 4,093 | $377.7K | 0.01% | +10.5% |
| 1648 | ARMSTRONG HENRY H ASSOCIATES#1648 · 4,091 sh | 4,091 | $377.5K | — | -32.8% |
| 1649 | Legacy Capital Wealth Partners#1649 · 4,089 sh | 4,089 | $377.3K | — | +0.9% |
| 1650 | OPINICUS CAPITAL#1650 · 4,086 sh | 4,086 | $377.0K | 0.20% | -1.1% |
| 1651 | Bernard Wealth Management#1651 · 4,075 sh | 4,075 | $376.0K | 0.14% | -19.8% |
| 1652 | PROSPERITY BANCSHARES#1652 · 4,067 sh | 4,067 | $375.3K | 0.25% | +7.0% |
| 1653 | ASHTON THOMAS SECURITIES#1653 · 4,063 sh | 4,063 | $373.0K | — | -0.8% |
| 1654 | Impact Capital Partners#1654 · 4,036 sh | 4,036 | $372.4K | — | -3.4% |
| 1655 | 55 North Private Wealth#1655 · 4,032 sh | 4,032 | $372.0K | — | -0.1% |
| 1656 | Broadway Wealth Solutions#1656 · 4,025 sh | 4,025 | $371.4K | — | +4.3% |
| 1657 | MUIRFIELD WEALTH ADVISORS#1657 · 4,024 sh | 4,024 | $371.3K | 0.24% | +5.1% |
| 1658 | EVERMAY WEALTH MANAGEMENT#1658 · 4,016 sh | 4,016 | $370.6K | 0.04% | -13.0% |
| 1659 | ROMANO BROTHERS AND COMPANY#1659 · 4,015 sh | 4,015 | $370.5K | — | +1.3% |
| 1660 | Aristotle Atlantic Partners#1660 · 4,000 sh | 4,000 | $369.1K | 0.02% | 0.0% |
| 1661 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1661 · 3,995 sh | 3,995 | $368.6K | 0.04% | +1.2% |
| 1662 | CHILDRESS CAPITAL ADVISORS#1662 · 3,968 sh | 3,968 | $366.1K | 0.06% | -21.8% |
| 1663 | Vista Private Wealth Partners.#1663 · 3,289 sh | 3,289 | $365.4K | — | -2.3% |
| 1664 | Ariston Services Group#1664 · 3,958 sh | 3,958 | $365.2K | — | New |
| 1665 | Faithward Advisors#1665 · 3,956 sh | 3,956 | $365.1K | 0.04% | -0.2% |
| 1666 | Purus Wealth Management#1666 · 3,955 sh | 3,955 | $364.9K | — | +0.9% |
| 1667 | VAN STRUM & TOWNE#1667 · 3,950 sh | 3,950 | $364.5K | 0.10% | 0.0% |
| 1668 | Opus Capital Group#1668 · 3,950 sh | 3,950 | $364.0K | 0.04% | -4.1% |
| 1669 | CAMBIENT FAMILY OFFICE#1669 · 3,932 sh | 3,932 | $362.8K | 0.04% | -20.6% |
| 1670 | Nova R Wealth#1670 · 3,930 sh | 3,930 | $362.6K | — | +1.0% |
| 1671 | PRELUDE CAPITAL MANAGEMENT#1671 · 3,914 sh | 3,914 | $361.1K | 0.03% | New |
| 1672 | Alliance Wealth Advisors#1672 · 3,913 sh | 3,913 | $361.1K | 0.07% | -4.8% |
| 1673 | KMG FIDUCIARY PARTNERS#1673 · 3,912 sh | 3,912 | $361.0K | — | -33.2% |
| 1674 | Retirement Planning of New England#1674 · 3,868 sh | 3,868 | $356.9K | — | +2.4% |
| 1675 | Red Door Wealth Management#1675 · 3,848 sh | 3,848 | $355.1K | 0.03% | +10.8% |
| 1676 | HORIZON BANCORP#1676 · 3,834 sh | 3,834 | $354.0K | 0.17% | -2.6% |
| 1677 | Semus Wealth Partners#1677 · 3,832 sh | 3,832 | $353.5K | — | +0.3% |
| 1678 | WRAPMANAGER#1678 · 3,830 sh | 3,830 | $353.4K | 0.11% | -6.1% |
| 1679 | Professional Financial Advisors#1679 · 3,829 sh | 3,829 | $353.3K | — | -82.4% |
| 1680 | FORESIGHT CAPITAL MANAGEMENT ADVISORS#1680 · 3,815 sh | 3,815 | $352.0K | — | -11.2% |
| 1681 | Garrett Wealth Advisory Group#1681 · 3,812 sh | 3,812 | $351.7K | — | +1.9% |
| 1682 | Baron Wealth Management#1682 · 3,783 sh | 3,783 | $349.1K | 0.09% | -0.7% |
| 1683 | Forum Financial Management#1683 · 3,782 sh | 3,782 | $348.9K | — | +0.7% |
| 1684 | Cornerstone Advisory#1684 · 3,745 sh | 3,745 | $345.6K | 0.03% | +1.9% |
| 1685 | FIRST HORIZON NATIONAL#1685 · 3,740 sh | 3,740 | $345.1K | — | -3.6% |
| 1686 | Southern Financial Group#1686 · 3,739 sh | 3,739 | $345.1K | 0.09% | -0.8% |
| 1687 | River Wealth Advisors#1687 · 3,737 sh | 3,737 | $344.8K | 0.04% | -3.2% |
| 1688 | Gemmer Asset Management#1688 · 3,733 sh | 3,733 | $344.4K | — | -1.5% |
| 1689 | FLORIDA FINANCIAL ADVISORS#1689 · 3,723 sh | 3,723 | $343.6K | 0.06% | -11.8% |
| 1690 | First Western Bank#1690 · 3,703 sh | 3,703 | $341.7K | 0.02% | -49.5% |
| 1691 | OneAscent Investment Solutions#1691 · 3,699 sh | 3,699 | $341.3K | 0.32% | -25.4% |
| 1692 | American Institute for Advanced Investment Management, LLP#1692 · 3,693 sh | 3,693 | $340.8K | 0.20% | 0.0% |
| 1693 | SYM FINANCIAL#1693 · 3,693 sh | 3,693 | $340.8K | — | +1.2% |
| 1694 | PRIVATE CLIENT SERVICES#1694 · 3,691 sh | 3,691 | $340.5K | — | +1.7% |
| 1695 | Diversified Enterprises#1695 · 3,689 sh | 3,689 | $340.4K | — | -6.8% |
| 1696 | STUDIO INVESTMENT MANAGEMENT#1696 · 3,687 sh | 3,687 | $340.2K | — | +0.2% |
| 1697 | TriaGen Wealth Management#1697 · 3,677 sh | 3,677 | $339.3K | — | 0.0% |
| 1698 | Cohen Klingenstein#1698 · 3,660 sh | 3,660 | $337.7K | — | 0.0% |
| 1699 | Marks Group Wealth Management#1699 · 3,654 sh | 3,654 | $337.2K | 0.03% | -0.4% |
| 1700 | Confluence Wealth Services#1700 · 3,645 sh | 3,645 | $336.3K | <0.01% | New |
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.