SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Dala Group#1701 · 3,625 sh | 3,625 | $334.5K | 0.28% | -9.8% |
| 1702 | Sound View Wealth Advisors Group#1702 · 3,622 sh | 3,622 | $334.2K | 0.02% | -7.2% |
| 1703 | FULCRUM WEALTH ADVISORS#1703 · 3,616 sh | 3,616 | $333.7K | — | +0.3% |
| 1704 | Triumph Capital Management#1704 · 3,602 sh | 3,602 | $332.3K | — | -9.4% |
| 1705 | Fire Capital Management#1705 · 3,600 sh | 3,600 | $332.2K | 0.14% | 0.0% |
| 1706 | DELTA FINANCIAL ADVISORS#1706 · 3,589 sh | 3,589 | $331.2K | 0.08% | +0.8% |
| 1707 | ARWA#1707 · 3,215 sh | 3,215 | $330.5K | — | -39.5% |
| 1708 | Founders Capital Management#1708 · 3,582 sh | 3,582 | $330.5K | — | 0.0% |
| 1709 | New Hampshire#1709 · 3,571 sh | 3,571 | $329.5K | — | -4.2% |
| 1710 | RAM Investment Partners#1710 · 3,550 sh | 3,550 | $327.6K | — | -0.4% |
| 1711 | Strategic Investment Advisors / MI#1711 · 3,548 sh | 3,548 | $327.4K | 0.02% | -11.7% |
| 1712 | Marshall & Sterling Wealth Advisors#1712 · 3,536 sh | 3,536 | $326.3K | 0.19% | +18.8% |
| 1713 | Perennial Investment Advisors#1713 · 3,532 sh | 3,532 | $325.9K | 0.02% | -10.6% |
| 1714 | Prosperitas Financial#1714 · 3,530 sh | 3,530 | $325.7K | 0.10% | +0.8% |
| 1715 | Quent Capital#1715 · 3,529 sh | 3,529 | $325.6K | 0.02% | -2.9% |
| 1716 | Estabrook Capital Management#1716 · 11,865 sh | 11,865 | $325.5K | 0.04% | +0.4% |
| 1717 | GUARDIAN WEALTH ADVISORS, / NC#1717 · 3,524 sh | 3,524 | $325.2K | 0.02% | -9.6% |
| 1718 | Prosperity Consulting Group#1718 · 3,524 sh | 3,524 | $325.1K | 0.01% | +0.9% |
| 1719 | KHAZANAH NASIONAL BERHAD#1719 · 3,513 sh | 3,513 | $324.1K | 0.02% | 0.0% |
| 1720 | Hudson Bay Capital Management#1720 · 3,510 sh | 3,510 | $323.9K | <0.01% | -98.3% |
| 1721 | Wellington Shields Capital Management#1721 · 3,507 sh | 3,507 | $323.6K | 0.04% | +0.1% |
| 1722 | BRAVE ASSET MANAGEMENT#1722 · 3,505 sh | 3,505 | $323.4K | 0.07% | 0.0% |
| 1723 | EDGEWOOD MANAGEMENT#1723 · 3,500 sh | 3,500 | $322.9K | <0.01% | 0.0% |
| 1724 | WISCONSIN CAPITAL MANAGEMENT#1724 · 3,500 sh | 3,500 | $322.9K | 0.15% | 0.0% |
| 1725 | Coastwise Capital Group#1725 · 3,499 sh | 3,499 | $322.8K | 0.19% | -4.8% |
| 1726 | Delaney Capital Management Ltd.#1726 · 3,495 sh | 3,495 | $322.5K | 0.05% | 0.0% |
| 1727 | Quattro Advisors#1727 · 3,490 sh | 3,490 | $322.0K | 0.21% | +5.2% |
| 1728 | LCM Capital Management#1728 · 3,490 sh | 3,490 | $322.0K | — | 0.0% |
| 1729 | Proactive Wealth Strategies#1729 · 3,489 sh | 3,489 | $322.0K | 0.05% | +0.3% |
| 1730 | CHILTON INVESTMENT#1730 · 3,488 sh | 3,488 | $321.8K | <0.01% | 0.0% |
| 1731 | NOESIS CAPITAL MANGEMENT#1731 · 3,471 sh | 3,471 | $320.3K | — | +1.6% |
| 1732 | GODSEY & GIBB#1732 · 3,455 sh | 3,455 | $318.8K | — | 0.0% |
| 1733 | Eaton Financial Company#1733 · 3,453 sh | 3,453 | $318.6K | 0.09% | -18.9% |
| 1734 | OneAscent Wealth Management#1734 · 3,439 sh | 3,439 | $317.3K | 0.09% | -28.7% |
| 1735 | Abacus Planning Group#1735 · 3,434 sh | 3,434 | $316.9K | 0.04% | +1.9% |
| 1736 | FLYWHEEL PRIVATE WEALTH#1736 · 3,425 sh | 3,425 | $316.0K | 0.16% | +13.2% |
| 1737 | SEAVIEW INVESTMENT MANAGERS#1737 · 3,424 sh | 3,424 | $315.9K | 0.09% | -96.2% |
| 1738 | Sagewood Asset Management#1738 · 3,421 sh | 3,421 | $315.7K | 0.07% | -3.1% |
| 1739 | TrueWealth Advisors#1739 · 3,415 sh | 3,415 | $315.1K | — | -0.1% |
| 1740 | Annex Advisory Services#1740 · 3,408 sh | 3,408 | $314.4K | — | +1.8% |
| 1741 | Fortune Financial Advisors#1741 · 3,400 sh | 3,400 | $313.7K | 0.13% | 0.0% |
| 1742 | Thompson David Blair#1742 · 3,398 sh | 3,398 | $313.5K | 0.16% | +10.2% |
| 1743 | HOWARD BAILEY SECURITIES#1743 · 3,392 sh | 3,392 | $313.0K | 0.12% | -13.0% |
| 1744 | Brio Consultants#1744 · 3,391 sh | 3,391 | $312.9K | 0.04% | +1.6% |
| 1745 | Mendel Money Management#1745 · 3,390 sh | 3,390 | $312.8K | 0.11% | New |
| 1746 | CWS Financial Advisors#1746 · 3,385 sh | 3,385 | $312.3K | — | +0.3% |
| 1747 | Harvest Fund Management , Ltd#1747 · 3,383 sh | 3,383 | $312.0K | 0.01% | -5.4% |
| 1748 | AlphaGrep UK Ltd#1748 · 3,370 sh | 3,370 | $310.9K | 0.09% | -61.5% |
| 1749 | Wellspring Financial Advisors#1749 · 3,382 sh | 3,382 | $310.5K | 0.02% | -26.5% |
| 1750 | Lantz Financial#1750 · 3,364 sh | 3,364 | $310.4K | — | +0.7% |
| 1751 | Perfromance Wealth Partners#1751 · 3,364 sh | 3,364 | $310.4K | <0.01% | -82.3% |
| 1752 | Westshore Wealth#1752 · 3,342 sh | 3,342 | $308.4K | 0.10% | +1.8% |
| 1753 | Bull Harbor Capital#1753 · 3,318 sh | 3,318 | $306.2K | 0.06% | -25.2% |
| 1754 | Wayfinding Financial#1754 · 3,323 sh | 3,323 | $306.0K | 0.12% | +0.8% |
| 1755 | Veratis Advisors#1755 · 3,314 sh | 3,314 | $305.8K | 0.22% | — |
| 1756 | TrueNorth#1756 · 3,313 sh | 3,313 | $305.7K | 0.02% | +169.6% |
| 1757 | Kovack Advisors#1757 · 3,222 sh | 3,222 | $304.7K | 0.01% | -13.6% |
| 1758 | Texas Capital Bank Wealth Management Services#1758 · 3,301 sh | 3,301 | $304.6K | 0.02% | -17.3% |
| 1759 | McMillan Office#1759 · 3,300 sh | 3,300 | $304.5K | 0.04% | 0.0% |
| 1760 | Valmark Advisers#1760 · 3,298 sh | 3,298 | $304.3K | <0.01% | +29.0% |
| 1761 | BOOTHBAY FUND MANAGEMENT#1761 · 3,298 sh | 3,298 | $304.3K | <0.01% | -70.9% |
| 1762 | Range Advisory#1762 · 3,295 sh | 3,295 | $304.0K | 0.04% | -12.2% |
| 1763 | Integrity Financial#1763 · 3,281 sh | 3,281 | $302.7K | 0.14% | 0.0% |
| 1764 | Lewis Asset Management#1764 · 3,261 sh | 3,261 | $300.9K | — | New |
| 1765 | BOS Asset Management#1765 · 3,257 sh | 3,257 | $300.5K | — | 0.0% |
| 1766 | Canal Capital Management#1766 · 3,255 sh | 3,255 | $300.3K | 0.04% | -1.3% |
| 1767 | Fort Point Capital Partners#1767 · 3,249 sh | 3,249 | $299.8K | 0.02% | -3.9% |
| 1768 | Sunpointe#1768 · 3,246 sh | 3,246 | $299.5K | — | -45.7% |
| 1769 | Financial Management Professionals#1769 · 3,236 sh | 3,236 | $298.6K | — | -1.6% |
| 1770 | Stokes Family Office#1770 · 3,232 sh | 3,232 | $298.2K | 0.03% | -51.8% |
| 1771 | Axiom Investment Management#1771 · 3,229 sh | 3,229 | $297.9K | 0.20% | 0.0% |
| 1772 | AdvisorNet Financial#1772 · 3,228 sh | 3,228 | $297.8K | — | +108.1% |
| 1773 | Trivium Point Advisory#1773 · 3,227 sh | 3,227 | $297.7K | 0.03% | +29.5% |
| 1774 | Marshall Financial Group#1774 · 3,225 sh | 3,225 | $297.5K | 0.04% | +3.5% |
| 1775 | Thrive Wealth Management#1775 · 3,223 sh | 3,223 | $297.4K | — | -6.0% |
| 1776 | LM Advisors#1776 · 3,280 sh | 3,280 | $297.0K | 0.03% | +934.7% |
| 1777 | Legacy Private#1777 · 3,210 sh | 3,210 | $296.2K | — | 0.0% |
| 1778 | Acorns Advisers#1778 · 3,210 sh | 3,210 | $296.0K | <0.01% | +19.3% |
| 1779 | VOISARD ASSET MANAGEMENT GROUP#1779 · 3,202 sh | 3,202 | $295.4K | — | -7.2% |
| 1780 | SeaCrest Wealth Management#1780 · 3,193 sh | 3,193 | $294.6K | — | -60.4% |
| 1781 | ARS Wealth Advisors Group#1781 · 3,190 sh | 3,190 | $294.3K | — | -3.1% |
| 1782 | Johnson Financial Group#1782 · 3,182 sh | 3,182 | $293.6K | 0.02% | New |
| 1783 | Tradition Wealth Management#1783 · 3,180 sh | 3,180 | $293.4K | 0.02% | +3.0% |
| 1784 | OARSMAN CAPITAL#1784 · 3,179 sh | 3,179 | $293.3K | 0.03% | -3.7% |
| 1785 | Werba Rubin Papier Wealth Management#1785 · 3,168 sh | 3,168 | $292.3K | 0.04% | -19.2% |
| 1786 | BLODGETT WEALTH ADVISORS#1786 · 3,167 sh | 3,167 | $292.2K | — | 0.0% |
| 1787 | WHALEROCK POINT PARTNERS#1787 · 3,166 sh | 3,166 | $292.1K | 0.05% | 0.0% |
| 1788 | JACKSON THORNTON WEALTH MANAGEMENT#1788 · 3,163 sh | 3,163 | $291.9K | 0.02% | New |
| 1789 | Raab & Moskowitz Asset Management#1789 · 3,159 sh | 3,159 | $291.5K | 0.06% | 0.0% |
| 1790 | Apella Capital#1790 · 2,856 sh | 2,856 | $291.2K | — | -0.3% |
| 1791 | Alteri Wealth#1791 · 3,155 sh | 3,155 | $291.1K | 0.08% | -2.1% |
| 1792 | SeaBridge Investment Advisors#1792 · 3,153 sh | 3,153 | $290.9K | 0.04% | 0.0% |
| 1793 | STEEL GROVE CAPITAL ADVISORS#1793 · 3,142 sh | 3,142 | $289.9K | — | 0.0% |
| 1794 | Stonebridge Financial Group, / MO#1794 · 3,140 sh | 3,140 | $289.7K | 0.19% | +0.4% |
| 1795 | Forvis Mazars Wealth Advisors#1795 · 3,138 sh | 3,138 | $289.6K | — | -6.1% |
| 1796 | Curated Wealth Partners#1796 · 3,120 sh | 3,120 | $287.9K | — | +33.9% |
| 1797 | Legacy Wealth Advisors#1797 · 3,117 sh | 3,117 | $287.6K | 0.12% | +32.0% |
| 1798 | LJI Wealth Management#1798 · 3,112 sh | 3,112 | $287.1K | 0.04% | +1.6% |
| 1799 | Benin Management#1799 · 3,103 sh | 3,103 | $286.3K | — | 0.0% |
| 1800 | CALTON & ASSOCIATES#1800 · 3,103 sh | 3,103 | $286.3K | 0.04% | -11.3% |
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.