SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | Cornell Pochily Investment Advisors#1901 · 2,580 sh | 2,580 | $238.0K | — | +2.9% |
| 1902 | Prospera Capital Management#1902 · 2,358 sh | 2,358 | $237.2K | — | +0.3% |
| 1903 | D'Orazio & Associates#1903 · 2,570 sh | 2,570 | $237.1K | 0.03% | -2.2% |
| 1904 | SIMON QUICK ADVISORS#1904 · 2,565 sh | 2,565 | $236.7K | — | -5.6% |
| 1905 | Five Oceans Advisors#1905 · 2,556 sh | 2,556 | $235.8K | — | -0.4% |
| 1906 | Wood Tarver Financial Group#1906 · 2,543 sh | 2,543 | $234.0K | 0.06% | +0.2% |
| 1907 | CHILTON CAPITAL MANAGEMENT#1907 · 2,534 sh | 2,534 | $233.8K | <0.01% | -18.4% |
| 1908 | Bond & Devick Financial Network#1908 · 2,533 sh | 2,533 | $233.7K | — | 0.0% |
| 1909 | Strategic Blueprint#1909 · 2,531 sh | 2,531 | $233.6K | — | -3.1% |
| 1910 | ZRC WEALTH MANAGEMENT#1910 · 2,531 sh | 2,531 | $233.5K | — | -1.6% |
| 1911 | L. Roy Papp & Associates, LLP#1911 · 2,528 sh | 2,528 | $233.2K | — | +0.1% |
| 1912 | Northside Capital Management#1912 · 2,506 sh | 2,506 | $231.2K | — | 0.0% |
| 1913 | HENNESSY ADVISORS#1913 · 2,500 sh | 2,500 | $230.7K | <0.01% | 0.0% |
| 1914 | Clearwave Capital#1914 · 2,483 sh | 2,483 | $229.1K | 0.13% | -37.7% |
| 1915 | Private Advisory Group#1915 · 2,482 sh | 2,482 | $229.0K | 0.01% | New |
| 1916 | Laurion Capital Management#1916 · 2,471 sh | 2,471 | $228.0K | <0.01% | -92.6% |
| 1917 | Capital Investment Management#1917 · 2,461 sh | 2,461 | $227.1K | 0.07% | -0.1% |
| 1918 | NBZ Investment Advisors#1918 · 2,455 sh | 2,455 | $226.5K | 0.09% | +0.4% |
| 1919 | D.B. Root & Company#1919 · 2,439 sh | 2,439 | $225.0K | 0.05% | -0.3% |
| 1920 | SILVERLAKE WEALTH MANAGEMENT#1920 · 2,436 sh | 2,436 | $224.8K | — | +0.1% |
| 1921 | Douglass Winthrop Advisors#1921 · 2,433 sh | 2,433 | $224.5K | <0.01% | 0.0% |
| 1922 | NINE MASTS CAPITAL Ltd#1922 · 2,423 sh | 2,423 | $223.6K | 0.02% | +129.0% |
| 1923 | VisionPoint Advisory Group#1923 · 2,408 sh | 2,408 | $222.2K | — | +0.9% |
| 1924 | STOCK YARDS BANK#1924 · 2,408 sh | 2,408 | $222.2K | <0.01% | +2.8% |
| 1925 | Marest Capital#1925 · 2,398 sh | 2,398 | $221.3K | — | New |
| 1926 | Banco BTG Pactual S.A.#1926 · 2,397 sh | 2,397 | $221.2K | 0.02% | New |
| 1927 | STEVENS CAPITAL PARTNERS#1927 · 2,397 sh | 2,397 | $221.1K | 0.04% | New |
| 1928 | MQS Management#1928 · 2,395 sh | 2,395 | $221.0K | 0.27% | New |
| 1929 | ZWJ INVESTMENT COUNSEL#1929 · 2,387 sh | 2,387 | $220.2K | — | 0.0% |
| 1930 | Segment Wealth Management#1930 · 2,376 sh | 2,376 | $219.2K | — | -3.6% |
| 1931 | Pine Harbor Wealth Management#1931 · 2,364 sh | 2,364 | $218.1K | 0.06% | 0.0% |
| 1932 | GW&K Investment Management#1932 · 2,361 sh | 2,361 | $218.0K | <0.01% | -9.1% |
| 1933 | LIBERTY WEALTH MANAGEMENT#1933 · 2,320 sh | 2,320 | $218.0K | 0.03% | 0.0% |
| 1934 | Corundum Group#1934 · 2,360 sh | 2,360 | $217.8K | 0.06% | +8.5% |
| 1935 | Capital International Sarl#1935 · 2,359 sh | 2,359 | $217.7K | <0.01% | -9.5% |
| 1936 | Sather Financial Group#1936 · 2,351 sh | 2,351 | $216.9K | 0.01% | -22.1% |
| 1937 | Cherry Creek Investment Advisors#1937 · 2,349 sh | 2,349 | $216.7K | — | +0.1% |
| 1938 | Manchester Capital Management#1938 · 2,341 sh | 2,341 | $216.0K | — | -5.6% |
| 1939 | Schneider Downs Wealth Management Advisors#1939 · 2,339 sh | 2,339 | $215.8K | 0.02% | +1.8% |
| 1940 | McLean Asset Management#1940 · 2,050 sh | 2,050 | $215.7K | 0.03% | New |
| 1941 | Whalen Wealth Management#1941 · 2,329 sh | 2,329 | $214.9K | — | New |
| 1942 | J.M. Arbour#1942 · 2,324 sh | 2,324 | $214.4K | 0.18% | +0.9% |
| 1943 | CARDIFF PARK ADVISORS#1943 · 2,320 sh | 2,320 | $214.1K | 0.02% | +0.1% |
| 1944 | LeConte Wealth Management#1944 · 2,310 sh | 2,310 | $213.1K | — | +3.4% |
| 1945 | Morling Financial Advisors#1945 · 2,305 sh | 2,305 | $212.7K | 0.06% | +0.2% |
| 1946 | FourThought Financial Partners#1946 · 2,302 sh | 2,302 | $212.4K | 0.02% | New |
| 1947 | Jacobsen Capital Management#1947 · 2,297 sh | 2,297 | $211.9K | — | -1.7% |
| 1948 | Bellwether Advisors#1948 · 2,288 sh | 2,288 | $211.1K | 0.03% | -3.5% |
| 1949 | SOA Wealth Advisors#1949 · 2,283 sh | 2,283 | $210.6K | 0.03% | -13.2% |
| 1950 | Ignite Planners#1950 · 2,283 sh | 2,283 | $210.6K | — | -1.6% |
| 1951 | Three Bridge Wealth Advisors#1951 · 2,274 sh | 2,274 | $209.8K | 0.05% | 0.0% |
| 1952 | Midwest Financial Group#1952 · 2,266 sh | 2,266 | $209.1K | — | New |
| 1953 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#1953 · 2,256 sh | 2,256 | $208.2K | — | +2.1% |
| 1954 | EWA#1954 · 2,256 sh | 2,256 | $208.1K | 0.04% | -14.0% |
| 1955 | WestHill Financial Advisors#1955 · 2,250 sh | 2,250 | $207.6K | — | -16.2% |
| 1956 | FELL CAPITAL MANAGEMENT#1956 · 2,250 sh | 2,250 | $207.6K | — | 0.0% |
| 1957 | New Covenant Company, N.A.#1957 · 2,239 sh | 2,239 | $206.6K | — | New |
| 1958 | BankPlus Department#1958 · 2,234 sh | 2,234 | $206.1K | 0.05% | 0.0% |
| 1959 | Vanguard National#1959 · 2,233 sh | 2,233 | $206.0K | 0.01% | -6.0% |
| 1960 | Main Street Financial Solutions#1960 · 2,232 sh | 2,232 | $206.0K | 0.01% | -12.4% |
| 1961 | Tumwater Wealth Management#1961 · 2,228 sh | 2,228 | $205.6K | 0.07% | 0.0% |
| 1962 | Asset Management Group#1962 · 2,225 sh | 2,225 | $205.3K | 0.03% | -3.1% |
| 1963 | Teamwork Financial Advisors#1963 · 2,223 sh | 2,223 | $205.1K | — | 0.0% |
| 1964 | WorthPointe#1964 · 2,212 sh | 2,212 | $204.1K | 0.05% | -0.1% |
| 1965 | Safeguard Investment Advisory Group#1965 · 2,208 sh | 2,208 | $203.7K | 0.05% | +0.2% |
| 1966 | Aspire Capital Advisors#1966 · 2,207 sh | 2,207 | $203.7K | 0.04% | +0.3% |
| 1967 | Granite Harbor Advisors#1967 · 2,207 sh | 2,207 | $203.6K | 0.08% | +0.4% |
| 1968 | Rydar Equities#1968 · 2,015 sh | 2,015 | $203.5K | — | New |
| 1969 | Grey Fox Wealth Advisors#1969 · 2,204 sh | 2,204 | $203.4K | 0.03% | +0.3% |
| 1970 | Mach-1 Financial Group#1970 · 2,202 sh | 2,202 | $203.2K | 0.08% | -81.0% |
| 1971 | CTC Alternative Strategies, Ltd.#1971 · 2,200 sh | 2,200 | $203.0K | 0.29% | New |
| 1972 | MEYER HANDELMAN#1972 · 2,200 sh | 2,200 | $203.0K | <0.01% | 0.0% |
| 1973 | FLAGSHIP HARBOR ADVISORS#1973 · 2,198 sh | 2,198 | $202.8K | — | -15.4% |
| 1974 | Blue Edge Capital#1974 · 2,198 sh | 2,198 | $202.8K | 0.02% | 0.0% |
| 1975 | FIRST FINANCIAL BANKSHARES#1975 · 2,186 sh | 2,186 | $201.7K | <0.01% | -3.8% |
| 1976 | Revolve Wealth Partners#1976 · 2,171 sh | 2,171 | $200.3K | — | -0.4% |
| 1977 | R. W. Roge & Company#1977 · 2,170 sh | 2,170 | $200.0K | 0.08% | 0.0% |
| 1978 | BIRCHBROOK#1978 · 2,167 sh | 2,167 | $200.0K | — | 0.0% |
| 1979 | Hendershot Investments#1979 · 2,165 sh | 2,165 | $199.8K | 0.03% | 0.0% |
| 1980 | LRI Investments#1980 · 2,158 sh | 2,158 | $199.1K | 0.02% | -53.7% |
| 1981 | GILPIN WEALTH MANAGEMENT#1981 · 2,146 sh | 2,146 | $198.0K | — | -1.6% |
| 1982 | Cito Capital Group#1982 · 2,125 sh | 2,125 | $196.0K | 0.05% | 0.0% |
| 1983 | SBI Securities , Ltd.#1983 · 2,101 sh | 2,101 | $193.9K | — | -5.1% |
| 1984 | TrustBank#1984 · 2,088 sh | 2,088 | $192.7K | — | -6.7% |
| 1985 | Evelyn Partners Group Ltd#1985 · 2,047 sh | 2,047 | $188.9K | <0.01% | — |
| 1986 | Principia Wealth Advisory#1986 · 2,019 sh | 2,019 | $186.3K | 0.09% | -3.4% |
| 1987 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1987 · 1,974 sh | 1,974 | $182.1K | 0.05% | -2.8% |
| 1988 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1988 · 1,957 sh | 1,957 | $180.6K | — | -13.9% |
| 1989 | Medallion Wealth Advisors#1989 · 1,957 sh | 1,957 | $179.6K | 0.06% | -11.2% |
| 1990 | Ulland Investment Advisors#1990 · 1,936 sh | 1,936 | $179.0K | — | 0.0% |
| 1991 | First Command Advisory Services#1991 · 4,163 sh | 4,163 | $165.9K | <0.01% | +116.9% |
| 1992 | Bruce G. Allen Investments#1992 · 1,784 sh | 1,784 | $164.6K | 0.10% | -0.1% |
| 1993 | Aberdeen Wealth Management#1993 · 1,771 sh | 1,771 | $163.4K | 0.08% | -59.3% |
| 1994 | Rossby Financial, LCC#1994 · 1,744 sh | 1,744 | $160.9K | 0.03% | +31.2% |
| 1995 | Hartford Financial Management#1995 · 1,742 sh | 1,742 | $160.7K | — | 0.0% |
| 1996 | Eurizon SLJ Capital Ltd#1996 · 1,726 sh | 1,726 | $159.3K | 0.06% | 0.0% |
| 1997 | TOTH FINANCIAL ADVISORY#1997 · 1,720 sh | 1,720 | $158.7K | — | -89.3% |
| 1998 | Longview Financial Advisors#1998 · 1,706 sh | 1,706 | $157.4K | 0.08% | +0.1% |
| 1999 | Tower View Wealth Management#1999 · 1,700 sh | 1,700 | $156.9K | — | -15.0% |
| 2000 | Pflug Koory#2000 · 1,662 sh | 1,662 | $153.3K | — | 0.0% |
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.