SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | Vanguard Capital Wealth Advisors#1801 · 3,100 sh | 3,100 | $286.0K | — | New |
| 1802 | Obermeyer Wealth Partners#1802 · 3,093 sh | 3,093 | $285.4K | — | +0.5% |
| 1803 | Steigerwald, Gordon & Koch#1803 · 3,092 sh | 3,092 | $285.3K | 0.03% | +0.1% |
| 1804 | Tilson Financial Group#1804 · 3,083 sh | 3,083 | $284.5K | 0.08% | 0.0% |
| 1805 | Foster Group#1805 · 3,072 sh | 3,072 | $283.5K | — | +15.7% |
| 1806 | Lifeworks Advisors#1806 · 3,069 sh | 3,069 | $283.2K | 0.03% | +7.0% |
| 1807 | SWISS RE LTD#1807 · 3,056 sh | 3,056 | $282.0K | 0.03% | +2197.7% |
| 1808 | Manuka Financial#1808 · 3,040 sh | 3,040 | $280.5K | — | 0.0% |
| 1809 | Cypress Capital Group#1809 · 3,029 sh | 3,029 | $279.5K | 0.03% | +2.9% |
| 1810 | Onyx Bridge Wealth Group#1810 · 3,026 sh | 3,026 | $279.2K | — | -2.5% |
| 1811 | Cornerstone Planning#1811 · 3,024 sh | 3,024 | $279.0K | 0.06% | 0.0% |
| 1812 | MITCHELL MCLEOD PUGH & WILLIAMS#1812 · 3,018 sh | 3,018 | $278.5K | 0.03% | -3.3% |
| 1813 | FIRST BUSINESS FINANCIAL SERVICES#1813 · 3,014 sh | 3,014 | $278.1K | 0.02% | +4.6% |
| 1814 | Plancorp#1814 · 2,709 sh | 2,709 | $277.3K | <0.01% | -3.5% |
| 1815 | BNB Wealth Management#1815 · 3,001 sh | 3,001 | $276.9K | 0.15% | +8.9% |
| 1816 | Sunflower Bank, N.A.#1816 · 2,998 sh | 2,998 | $276.6K | 0.07% | +9.7% |
| 1817 | Bernardo Wealth Planning#1817 · 2,981 sh | 2,981 | $275.1K | — | +1.4% |
| 1818 | CFO4Life Group#1818 · 2,979 sh | 2,979 | $274.9K | 0.04% | -6.4% |
| 1819 | Core Alternative Capital#1819 · 2,973 sh | 2,973 | $274.3K | 0.08% | +17.1% |
| 1820 | Quantessence Capital#1820 · 2,963 sh | 2,963 | $273.4K | 0.80% | New |
| 1821 | PHYSICIANS FINANCIAL SERVICES#1821 · 2,950 sh | 2,950 | $272.0K | 0.07% | -3.3% |
| 1822 | Wealth Group, Ltd.#1822 · 2,950 sh | 2,950 | $272.0K | 0.07% | -23.4% |
| 1823 | Cornerstone Wealth#1823 · 2,645 sh | 2,645 | $271.9K | 0.14% | New |
| 1824 | CRA Financial Services#1824 · 2,926 sh | 2,926 | $270.0K | — | +2.5% |
| 1825 | of the South#1825 · 2,922 sh | 2,922 | $269.6K | — | +26.5% |
| 1826 | Beaumont Financial Advisors#1826 · 2,921 sh | 2,921 | $269.6K | — | -1.6% |
| 1827 | Tempo Wealth#1827 · 2,916 sh | 2,916 | $269.0K | — | New |
| 1828 | KEYNOTE FINANCIAL SERVICES#1828 · 2,913 sh | 2,913 | $268.8K | 0.13% | New |
| 1829 | BAKER TILLY WEALTH MANAGEMENT#1829 · 2,910 sh | 2,910 | $268.5K | — | New |
| 1830 | Todd Wealth Management#1830 · 2,906 sh | 2,906 | $268.1K | — | -4.2% |
| 1831 | Arkfeld Wealth Strategies, L.L.C.#1831 · 2,664 sh | 2,664 | $268.1K | — | +0.3% |
| 1832 | Interchange Capital Partners#1832 · 2,893 sh | 2,893 | $267.0K | 0.05% | New |
| 1833 | nVerses Capital#1833 · 2,889 sh | 2,889 | $266.6K | 0.41% | New |
| 1834 | Mayfair Advisory Group#1834 · 2,610 sh | 2,610 | $266.1K | — | +17.3% |
| 1835 | NEW WAVE WEALTH ADVISORS#1835 · 2,884 sh | 2,884 | $266.1K | — | +30.0% |
| 1836 | McAdam#1836 · 2,883 sh | 2,883 | $266.0K | — | -14.9% |
| 1837 | James J. Burns & Company#1837 · 2,882 sh | 2,882 | $265.9K | — | New |
| 1838 | Pines Wealth Management#1838 · 2,881 sh | 2,881 | $265.8K | — | -4.7% |
| 1839 | Catalyst Investment Management#1839 · 2,876 sh | 2,876 | $265.3K | — | +7.6% |
| 1840 | Gallagher Fiduciary Advisors#1840 · 2,871 sh | 2,871 | $264.9K | <0.01% | -7.1% |
| 1841 | BASSO CAPITAL MANAGEMENT, L.P.#1841 · 2,850 sh | 2,850 | $263.0K | 0.06% | New |
| 1842 | Argos Wealth Advisors#1842 · 2,849 sh | 2,849 | $262.9K | 0.07% | New |
| 1843 | CENTRAL VALLEY ADVISORS#1843 · 2,838 sh | 2,838 | $261.9K | 0.07% | 0.0% |
| 1844 | Procyon Advisors#1844 · 2,833 sh | 2,833 | $261.4K | — | -46.3% |
| 1845 | WEDGE CAPITAL MANAGEMENT L L P#1845 · 2,830 sh | 2,830 | $261.1K | — | -13.5% |
| 1846 | Bison Wealth#1846 · 2,583 sh | 2,583 | $259.9K | — | -29.2% |
| 1847 | Pinnacle Bancorp#1847 · 2,813 sh | 2,813 | $259.5K | — | 0.0% |
| 1848 | ENTERPRISE FINANCIAL SERVICES#1848 · 2,810 sh | 2,810 | $259.3K | 0.11% | -5.3% |
| 1849 | Traveka Wealth#1849 · 2,809 sh | 2,809 | $259.2K | — | -2.7% |
| 1850 | FAS Wealth Partners#1850 · 2,804 sh | 2,804 | $258.7K | 0.01% | +0.3% |
| 1851 | Stockman Wealth Management#1851 · 2,800 sh | 2,800 | $258.4K | 0.03% | -3.4% |
| 1852 | Norway Savings Bank#1852 · 2,780 sh | 2,780 | $256.5K | — | -12.6% |
| 1853 | Second Line Capital#1853 · 2,773 sh | 2,773 | $255.9K | 0.05% | -7.3% |
| 1854 | BWM Planning#1854 · 2,772 sh | 2,772 | $255.8K | 0.06% | New |
| 1855 | TFR Capital#1855 · 2,769 sh | 2,769 | $255.5K | 0.07% | +5.6% |
| 1856 | Jacobi Capital Management#1856 · 2,767 sh | 2,767 | $255.3K | 0.01% | +7.7% |
| 1857 | Verdence Capital Advisors#1857 · 2,764 sh | 2,764 | $255.1K | — | -7.0% |
| 1858 | Plante Moran Financial Advisors#1858 · 2,764 sh | 2,764 | $255.0K | 0.01% | 0.0% |
| 1859 | W.H. Cornerstone Investments#1859 · 2,732 sh | 2,732 | $252.1K | 0.14% | +0.3% |
| 1860 | Berger Financial Group#1860 · 2,720 sh | 2,720 | $251.0K | 0.01% | -0.5% |
| 1861 | 111 Capital#1861 · 2,715 sh | 2,715 | $250.5K | 0.04% | -28.6% |
| 1862 | Davis Capital Management#1862 · 2,713 sh | 2,713 | $250.3K | — | +166.5% |
| 1863 | RIVERSEDGE ADVISORS#1863 · 2,709 sh | 2,709 | $250.0K | — | New |
| 1864 | CREATIVE FINANCIAL DESIGNS#1864 · 2,704 sh | 2,704 | $249.5K | 0.01% | +4.4% |
| 1865 | Riverbend Wealth Management#1865 · 2,698 sh | 2,698 | $248.9K | — | +15.1% |
| 1866 | Redhawk Wealth Advisors#1866 · 2,687 sh | 2,687 | $247.9K | — | -1.5% |
| 1867 | KNIGHTSBRIDGE ASSET MANAGEMENT#1867 · 2,481 sh | 2,481 | $247.8K | 0.03% | New |
| 1868 | Grove Bank#1868 · 2,685 sh | 2,685 | $247.7K | — | 0.0% |
| 1869 | Dynamic Wealth Strategies#1869 · 2,682 sh | 2,682 | $247.5K | — | +65.1% |
| 1870 | LODESTAR PRIVATE ASSET MANAGEMENT#1870 · 2,681 sh | 2,681 | $247.4K | — | 0.0% |
| 1871 | Stonebrook Private#1871 · 2,679 sh | 2,679 | $247.2K | 0.05% | +20.2% |
| 1872 | BOYAR ASSET MANAGEMENT#1872 · 2,675 sh | 2,675 | $246.8K | 0.14% | -4.6% |
| 1873 | Cache Advisors#1873 · 2,675 sh | 2,675 | $246.8K | — | 0.0% |
| 1874 | Oxinas Partners Wealth Management#1874 · 2,672 sh | 2,672 | $246.5K | 0.10% | +0.1% |
| 1875 | GUYASUTA INVESTMENT ADVISORS#1875 · 2,668 sh | 2,668 | $246.2K | — | +7.9% |
| 1876 | O'Keefe Stevens Advisory#1876 · 2,665 sh | 2,665 | $245.9K | — | 0.0% |
| 1877 | Convergence Financial#1877 · 2,662 sh | 2,662 | $245.6K | 0.02% | New |
| 1878 | LEIGH BALDWIN#1878 · 2,660 sh | 2,660 | $245.4K | 0.13% | -0.7% |
| 1879 | Regent Peak Wealth Advisors#1879 · 2,657 sh | 2,657 | $245.2K | — | -4.5% |
| 1880 | Gerber Kawasaki Wealth & Investment Management#1880 · 2,651 sh | 2,651 | $244.7K | <0.01% | New |
| 1881 | GTS SECURITIES#1881 · 2,650 sh | 2,650 | $244.5K | <0.01% | -76.7% |
| 1882 | Greystone Financial Group#1882 · 2,647 sh | 2,647 | $244.2K | — | -13.6% |
| 1883 | Broadleaf Partners#1883 · 2,640 sh | 2,640 | $243.6K | 0.05% | 0.0% |
| 1884 | Allied Investment Advisors#1884 · 2,639 sh | 2,639 | $243.5K | — | 0.0% |
| 1885 | TRUE Private Wealth Advisors#1885 · 2,631 sh | 2,631 | $242.8K | — | -0.3% |
| 1886 | Birch Hill Investment Advisors#1886 · 2,630 sh | 2,630 | $242.7K | — | New |
| 1887 | INVESTMENT HOUSE#1887 · 2,615 sh | 2,615 | $241.3K | — | 0.0% |
| 1888 | Linden Thomas Advisory Services#1888 · 2,614 sh | 2,614 | $241.2K | — | +1.2% |
| 1889 | Asset Dedication#1889 · 2,611 sh | 2,611 | $240.9K | 0.02% | -14.4% |
| 1890 | Transamerica Financial Advisors#1890 · 2,606 sh | 2,606 | $240.5K | 0.02% | +9.1% |
| 1891 | MJP ASSOCIATES#1891 · 2,603 sh | 2,603 | $240.2K | 0.03% | -6.2% |
| 1892 | Knuff#1892 · 2,600 sh | 2,600 | $239.9K | 0.06% | +271.4% |
| 1893 | Reflection Asset Management#1893 · 2,600 sh | 2,600 | $239.9K | 0.11% | New |
| 1894 | Olistico Wealth#1894 · 2,599 sh | 2,599 | $239.8K | — | 0.0% |
| 1895 | GRANDFIELD & DODD#1895 · 2,589 sh | 2,589 | $238.9K | 0.01% | +4.4% |
| 1896 | Burns Matteson Capital Management#1896 · 2,588 sh | 2,588 | $238.8K | — | -41.4% |
| 1897 | Almanack Investment Partners#1897 · 2,586 sh | 2,586 | $238.6K | 0.03% | +2.0% |
| 1898 | WIMMER ASSOCIATES 1#1898 · 2,585 sh | 2,585 | $238.5K | 0.11% | -11.2% |
| 1899 | SMART Wealth#1899 · 2,584 sh | 2,584 | $238.4K | 0.05% | -70.5% |
| 1900 | Summit Financial Wealth Advisors#1900 · 2,581 sh | 2,581 | $238.1K | — | +1.9% |
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.