SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | SRH ADVISORS#2001 · 1,655 sh | 1,655 | $152.7K | — | 0.0% |
| 2002 | REXFORD CAPITAL#2002 · 1,651 sh | 1,651 | $152.3K | 0.09% | 0.0% |
| 2003 | Ares Financial Consulting#2003 · 1,631 sh | 1,631 | $150.5K | — | +1.6% |
| 2004 | Bell Investment Advisors#2004 · 1,597 sh | 1,597 | $147.4K | 0.02% | -6.8% |
| 2005 | Aster Capital Management (DIFC) Ltd#2005 · 1,587 sh | 1,587 | $146.4K | 0.03% | New |
| 2006 | Truvestments Capital#2006 · 1,550 sh | 1,550 | $143.0K | 0.02% | -27.0% |
| 2007 | MTM Investment Management#2007 · 1,545 sh | 1,545 | $142.6K | 0.04% | 0.0% |
| 2008 | MV CAPITAL MANAGEMENT#2008 · 1,534 sh | 1,534 | $141.5K | 0.01% | +2.1% |
| 2009 | City State Bank#2009 · 1,526 sh | 1,526 | $140.8K | — | +0.7% |
| 2010 | Riverview#2010 · 1,524 sh | 1,524 | $140.6K | 0.17% | 0.0% |
| 2011 | Corsicana#2011 · 1,500 sh | 1,500 | $138.4K | 0.07% | 0.0% |
| 2012 | Wellington Grp#2012 · 1,421 sh | 1,421 | $133.5K | 0.04% | 0.0% |
| 2013 | YANKCOM Partnership#2013 · 1,440 sh | 1,440 | $132.9K | — | -1.6% |
| 2014 | Northwest & Ethical Investments L.P.#2014 · 1,455 sh | 1,455 | $131.8K | <0.01% | -87.9% |
| 2015 | BARRETT & COMPANY#2015 · 1,407 sh | 1,407 | $129.8K | — | -7.1% |
| 2016 | ACTION POINT FINANCIAL PLANNING#2016 · 1,389 sh | 1,389 | $127.5K | 0.01% | New |
| 2017 | Crewe Advisors#2017 · 1,371 sh | 1,371 | $126.5K | <0.01% | +18.3% |
| 2018 | ZEGA Investments#2018 · 1,362 sh | 1,362 | $125.7K | 0.01% | +0.1% |
| 2019 | Asset Planning#2019 · 1,349 sh | 1,349 | $124.4K | — | +0.1% |
| 2020 | DT Investment Partners#2020 · 1,348 sh | 1,348 | $124.4K | — | 0.0% |
| 2021 | EFG International AG#2021 · 1,340 sh | 1,340 | $123.6K | <0.01% | +17.8% |
| 2022 | VIRTUS ADVISERS#2022 · 1,320 sh | 1,320 | $121.8K | 0.05% | -4.0% |
| 2023 | Wilkerson Advisory Group#2023 · 1,295 sh | 1,295 | $119.5K | — | -4.0% |
| 2024 | PROATHLETE WEALTH MANAGEMENT#2024 · 1,267 sh | 1,267 | $117.0K | — | +0.2% |
| 2025 | Indiana & Investment Management#2025 · 1,267 sh | 1,267 | $116.9K | — | 0.0% |
| 2026 | FARMERS & MERCHANTS INVESTMENTS#2026 · 1,264 sh | 1,264 | $116.6K | — | 0.0% |
| 2027 | Community Bank, N.A.#2027 · 1,250 sh | 1,250 | $115.3K | 0.01% | +36.2% |
| 2028 | Crews Bank#2028 · 1,221 sh | 1,221 | $112.7K | 0.01% | +3.9% |
| 2029 | Cranbrook Wealth Management#2029 · 1,220 sh | 1,220 | $112.6K | 0.02% | -20.5% |
| 2030 | Sherman Asset Management#2030 · 1,214 sh | 1,214 | $112.0K | 0.09% | 0.0% |
| 2031 | Essential Partners#2031 · 1,209 sh | 1,209 | $111.6K | — | -62.0% |
| 2032 | RICHARDS, MERRILL & PETERSON#2032 · 1,202 sh | 1,202 | $110.9K | — | 0.0% |
| 2033 | PENSION & WEALTH MANAGEMENT ADVISORS#2033 · 1,192 sh | 1,192 | $110.0K | — | +15.2% |
| 2034 | Concord Wealth Partners#2034 · 1,186 sh | 1,186 | $109.4K | 0.01% | New |
| 2035 | HARBOR INVESTMENT ADVISORY#2035 · 1,178 sh | 1,178 | $108.7K | — | 0.0% |
| 2036 | ABOUND FINANCIAL#2036 · 1,173 sh | 1,173 | $108.2K | 0.04% | 0.0% |
| 2037 | Synergy Investment Management#2037 · 1,136 sh | 1,136 | $108.1K | 0.03% | +23.5% |
| 2038 | Fedenia Advisers#2038 · 1,170 sh | 1,170 | $108.0K | — | New |
| 2039 | Silver Grove Financial Group#2039 · 1,151 sh | 1,151 | $106.2K | 0.06% | New |
| 2040 | ENTRUST FINANCIAL#2040 · 1,139 sh | 1,139 | $105.1K | 0.07% | +0.1% |
| 2041 | ADKINS SEALE CAPITAL MANAGEMENT#2041 · 1,130 sh | 1,130 | $104.3K | 0.09% | 0.0% |
| 2042 | Graney & King#2042 · 1,129 sh | 1,129 | $104.2K | 0.04% | 0.0% |
| 2043 | Leo H. Evart#2043 · 1,127 sh | 1,127 | $104.0K | 0.08% | +0.4% |
| 2044 | First Bancorp#2044 · 1,125 sh | 1,125 | $103.8K | — | New |
| 2045 | SECURITY NATIONAL BANK OF SO DAK#2045 · 1,105 sh | 1,105 | $102.0K | 0.05% | New |
| 2046 | EASTERN BANK#2046 · 1,096 sh | 1,096 | $101.1K | — | -29.0% |
| 2047 | Fortitude Family Office#2047 · 1,079 sh | 1,079 | $99.6K | — | +49.4% |
| 2048 | Capital Advisors, Ltd.#2048 · 1,067 sh | 1,067 | $98.0K | <0.01% | 0.0% |
| 2049 | Covestor Ltd#2049 · 1,058 sh | 1,058 | $98.0K | 0.06% | -7.0% |
| 2050 | Westside Investment Management#2050 · 1,056 sh | 1,056 | $97.4K | 0.01% | 0.0% |
| 2051 | Lavaca Capital#2051 · 1,043 sh | 1,043 | $96.2K | <0.01% | +0.4% |
| 2052 | Darwin Wealth Management#2052 · 1,040 sh | 1,040 | $96.0K | 0.03% | +0.1% |
| 2053 | Center for Financial Planning#2053 · 1,020 sh | 1,020 | $94.1K | — | 0.0% |
| 2054 | TOEWS#2054 · 1,000 sh | 1,000 | $92.3K | 0.01% | New |
| 2055 | Harel Insurance Investments & Financial Services Ltd.#2055 · 1,000 sh | 1,000 | $92.0K | <0.01% | New |
| 2056 | VSM Wealth Advisory#2056 · 988 sh | 988 | $91.2K | 0.02% | +0.2% |
| 2057 | Golden State Wealth Management#2057 · 936 sh | 936 | $86.4K | <0.01% | +32.8% |
| 2058 | Catalyst Capital Advisors#2058 · 935 sh | 935 | $86.3K | <0.01% | -1.7% |
| 2059 | Align Financial#2059 · 931 sh | 931 | $85.9K | — | 0.0% |
| 2060 | KEB ASSET MANAGEMENT#2060 · 917 sh | 917 | $84.6K | 0.01% | New |
| 2061 | HIGHLINE WEALTH PARTNERS#2061 · 895 sh | 895 | $82.6K | — | +119.4% |
| 2062 | Cornerstone Planning Group#2062 · 796 sh | 796 | $80.2K | — | -3.4% |
| 2063 | Buck Wealth Strategies#2063 · 835 sh | 835 | $77.0K | <0.01% | New |
| 2064 | HOLLENCREST SECURITIES#2064 · 810 sh | 810 | $74.7K | <0.01% | 0.0% |
| 2065 | Beaird Harris Wealth Management#2065 · 802 sh | 802 | $74.0K | <0.01% | +99.0% |
| 2066 | Signature Equity Partners#2066 · 782 sh | 782 | $72.2K | 0.03% | -13.2% |
| 2067 | CoreFirst Bank#2067 · 782 sh | 782 | $72.2K | 0.04% | -9.3% |
| 2068 | Signature Resources Capital Management#2068 · 781 sh | 781 | $72.1K | — | 0.0% |
| 2069 | Strategic Wealth Advisors#2069 · 720 sh | 720 | $71.0K | 0.06% | 0.0% |
| 2070 | Harbor Asset Planning#2070 · 767 sh | 767 | $70.8K | — | +0.4% |
| 2071 | Disciplina Capital Management#2071 · 766 sh | 766 | $70.7K | <0.01% | +0.4% |
| 2072 | GGM Financials#2072 · 747 sh | 747 | $69.0K | 0.03% | 0.0% |
| 2073 | CREDIT INDUSTRIEL ET COMMERCIAL#2073 · 742 sh | 742 | $68.5K | <0.01% | +17.8% |
| 2074 | SHP Wealth Management#2074 · 727 sh | 727 | $67.0K | <0.01% | -24.3% |
| 2075 | Godfrey Financial Associates#2075 · 719 sh | 719 | $66.3K | 0.05% | 0.0% |
| 2076 | KERR FINANCIAL PLANNING#2076 · 719 sh | 719 | $66.3K | 0.07% | +0.3% |
| 2077 | Hilltop National Bank#2077 · 715 sh | 715 | $66.0K | — | -81.4% |
| 2078 | Persistent Asset Partners Ltd#2078 · 711 sh | 711 | $65.6K | 0.02% | New |
| 2079 | Ankerstar Wealth#2079 · 701 sh | 701 | $64.7K | 0.05% | +27.2% |
| 2080 | Field & Main Bank#2080 · 700 sh | 700 | $64.6K | 0.01% | 0.0% |
| 2081 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#2081 · 692 sh | 692 | $63.9K | 0.20% | -65.1% |
| 2082 | Private Wealth Asset Management#2082 · 685 sh | 685 | $63.2K | <0.01% | 0.0% |
| 2083 | Millstone Evans Group#2083 · 659 sh | 659 | $60.8K | 0.03% | -39.8% |
| 2084 | One River Asset Management#2084 · 652 sh | 652 | $60.2K | — | -21.0% |
| 2085 | MONETARY MANAGEMENT GROUP#2085 · 650 sh | 650 | $60.0K | 0.01% | 0.0% |
| 2086 | WEST PACES ADVISORS#2086 · 645 sh | 645 | $59.5K | — | New |
| 2087 | Index Technologies Group#2087 · 637 sh | 637 | $58.8K | 0.05% | New |
| 2088 | Kemnay Advisory Services#2088 · 629 sh | 629 | $58.0K | <0.01% | +12.7% |
| 2089 | Financial Life Planners#2089 · 627 sh | 627 | $57.9K | 0.04% | +0.3% |
| 2090 | Owl Creek Wealth Partners#2090 · 626 sh | 626 | $57.8K | — | 0.0% |
| 2091 | Tradewinds Capital Management#2091 · 623 sh | 623 | $57.5K | — | +0.2% |
| 2092 | Cedar Mountain Advisors#2092 · 617 sh | 617 | $57.0K | — | +0.2% |
| 2093 | Westfuller Advisors#2093 · 605 sh | 605 | $55.8K | 0.02% | -5.8% |
| 2094 | Hughes Financial Services#2094 · 605 sh | 605 | $55.8K | <0.01% | +12.5% |
| 2095 | Glass Jacobson Investment Advisors#2095 · 602 sh | 602 | $55.6K | — | +20.2% |
| 2096 | Gould Capital#2096 · 600 sh | 600 | $55.4K | 0.03% | 0.0% |
| 2097 | North Star Investment Management#2097 · 594 sh | 594 | $54.8K | <0.01% | -5.1% |
| 2098 | Wiser Advisor Group#2098 · 577 sh | 577 | $53.2K | 0.06% | +4.9% |
| 2099 | Roble, Belko & Company#2099 · 575 sh | 575 | $53.0K | <0.01% | -32.4% |
| 2100 | DELTA ASSET MANAGEMENT#2100 · 566 sh | 566 | $52.2K | <0.01% | -15.0% |
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.