SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | Carolina Wealth Advisors#2101 · 565 sh | 565 | $52.1K | — | 0.0% |
| 2102 | True Wealth Design#2102 · 560 sh | 560 | $51.7K | — | +19.1% |
| 2103 | Clark Wealth Partners#2103 · 552 sh | 552 | $50.9K | — | -0.2% |
| 2104 | WPG Advisers#2104 · 545 sh | 545 | $50.3K | 0.03% | -3.0% |
| 2105 | Fairscale Capital#2105 · 544 sh | 544 | $50.2K | 0.03% | 0.0% |
| 2106 | Gen-Wealth Partners#2106 · 518 sh | 518 | $47.8K | 0.01% | 0.0% |
| 2107 | NVWM#2107 · 515 sh | 515 | $47.5K | — | 0.0% |
| 2108 | StrongBox Wealth#2108 · 508 sh | 508 | $46.9K | 0.01% | New |
| 2109 | Focused Wealth Management#2109 · 507 sh | 507 | $46.8K | <0.01% | New |
| 2110 | VALLEY WEALTH MANAGERS#2110 · 500 sh | 500 | $46.1K | — | 0.0% |
| 2111 | COUNTRY BANK#2111 · 497 sh | 497 | $45.9K | <0.01% | -2.4% |
| 2112 | Trust Co#2112 · 492 sh | 492 | $45.4K | — | +5.4% |
| 2113 | DUNCKER STREETT#2113 · 488 sh | 488 | $45.1K | <0.01% | -9.6% |
| 2114 | Investors Research#2114 · 487 sh | 487 | $44.9K | — | -16.5% |
| 2115 | Private Wealth Management Group#2115 · 481 sh | 481 | $44.4K | — | +45.3% |
| 2116 | Key FInancial#2116 · 476 sh | 476 | $43.9K | <0.01% | -16.3% |
| 2117 | Boreal Capital Management#2117 · 475 sh | 475 | $43.8K | 0.03% | 0.0% |
| 2118 | E Fund Management (Hong Kong) , Ltd.#2118 · 469 sh | 469 | $43.3K | 0.01% | +110.3% |
| 2119 | First PREMIER Bank#2119 · 450 sh | 450 | $42.0K | — | 0.0% |
| 2120 | LOOMIS SAYLES & L P#2120 · 455 sh | 455 | $42.0K | <0.01% | +64.3% |
| 2121 | Washington Advisors#2121 · 447 sh | 447 | $41.2K | — | +118.0% |
| 2122 | Mowery & Schoenfeld Wealth Management#2122 · 447 sh | 447 | $41.2K | 0.06% | 0.0% |
| 2123 | BAYBAN#2123 · 443 sh | 443 | $40.9K | 0.03% | -23.2% |
| 2124 | CALDWELL SUTTER CAPITAL#2124 · 436 sh | 436 | $40.2K | 0.02% | -10.3% |
| 2125 | Murphy & Mullick Capital Management#2125 · 435 sh | 435 | $40.2K | 0.02% | 0.0% |
| 2126 | Seneschal Advisors#2126 · 431 sh | 431 | $39.8K | 0.03% | +0.2% |
| 2127 | J.Safra Asset Management#2127 · 425 sh | 425 | $39.2K | <0.01% | -44.5% |
| 2128 | FIRST FINANCIAL#2128 · 418 sh | 418 | $38.6K | — | -11.6% |
| 2129 | Bullock Wealth Management Group#2129 · 397 sh | 397 | $38.0K | — | -2.7% |
| 2130 | IAG Wealth Partners#2130 · 400 sh | 400 | $36.9K | <0.01% | 0.0% |
| 2131 | CGC Financial Services#2131 · 400 sh | 400 | $36.9K | — | 0.0% |
| 2132 | Accordant Advisory Group#2132 · 400 sh | 400 | $36.9K | 0.02% | -20.0% |
| 2133 | NCP#2133 · 400 sh | 400 | $36.9K | 0.05% | +163.2% |
| 2134 | American Capital Advisory#2134 · 395 sh | 395 | $36.4K | 0.01% | 0.0% |
| 2135 | JPL Wealth Management#2135 · 393 sh | 393 | $36.3K | <0.01% | +6.2% |
| 2136 | RAFFA WEALTH MANAGEMENT#2136 · 383 sh | 383 | $35.3K | <0.01% | +10.1% |
| 2137 | SUMMIT SECURITIES GROUP#2137 · 379 sh | 379 | $35.0K | <0.01% | +37.8% |
| 2138 | OLD POINT & FINANCIAL SERVICES N A#2138 · 366 sh | 366 | $33.8K | 0.01% | 0.0% |
| 2139 | Bogart Wealth#2139 · 359 sh | 359 | $33.1K | <0.01% | -4.8% |
| 2140 | Axxion S.A.#2140 · 358 sh | 358 | $33.0K | — | — |
| 2141 | Main Street Group, LTD#2141 · 352 sh | 352 | $32.5K | <0.01% | 0.0% |
| 2142 | BEACON INVESTMENT ADVISORY SERVICES#2142 · 350 sh | 350 | $32.3K | — | +8.0% |
| 2143 | Glen Eagle Advisors#2143 · 347 sh | 347 | $32.0K | <0.01% | +6.4% |
| 2144 | Valued Wealth Advisors#2144 · 345 sh | 345 | $31.9K | 0.01% | -26.0% |
| 2145 | Byrne Asset Management#2145 · 344 sh | 344 | $31.7K | — | -31.7% |
| 2146 | Frazier Financial Advisors#2146 · 342 sh | 342 | $31.6K | 0.02% | +25.7% |
| 2147 | Fourth Dimension Wealth#2147 · 342 sh | 342 | $31.6K | 0.01% | +71.0% |
| 2148 | STEPHENSON NATIONAL BANK#2148 · 336 sh | 336 | $31.0K | — | -33.2% |
| 2149 | NORTHSTAR ASSET MANAGEMENT#2149 · 300 sh | 300 | $30.6K | — | New |
| 2150 | Aventus Investment Advisors#2150 · 330 sh | 330 | $30.4K | — | 0.0% |
| 2151 | Avion Wealth#2151 · 333 sh | 333 | $30.0K | <0.01% | +8.8% |
| 2152 | MEEDER ASSET MANAGEMENT#2152 · 325 sh | 325 | $30.0K | <0.01% | +17.3% |
| 2153 | Physician Wealth Advisors#2153 · 323 sh | 323 | $29.8K | — | -45.1% |
| 2154 | ALBION FINANCIAL GROUP#2154 · 310 sh | 310 | $28.6K | — | -3.1% |
| 2155 | Prestige Wealth Management Group#2155 · 306 sh | 306 | $28.2K | <0.01% | +49.3% |
| 2156 | Battery Global Advisors#2156 · 304 sh | 304 | $28.0K | 0.01% | +0.3% |
| 2157 | Stone House Investment Management#2157 · 300 sh | 300 | $27.7K | — | +0.7% |
| 2158 | Princeton Global Asset Management#2158 · 296 sh | 296 | $27.3K | — | +6.1% |
| 2159 | BELLEVUE ASSET MANAGEMENT#2159 · 295 sh | 295 | $27.3K | 0.01% | +0.3% |
| 2160 | COMPASS FINANCIAL MANAGEMENT#2160 · 293 sh | 293 | $27.0K | <0.01% | — |
| 2161 | Dogwood Wealth Management#2161 · 293 sh | 293 | $27.0K | 0.01% | -16.0% |
| 2162 | Beacon Financial Strategies#2162 · 292 sh | 292 | $26.9K | — | 0.0% |
| 2163 | GoalVest Advisory#2163 · 285 sh | 285 | $26.3K | — | +1.8% |
| 2164 | Park Place Capital#2164 · 281 sh | 281 | $25.9K | <0.01% | -1.4% |
| 2165 | Arlington#2165 · 274 sh | 274 | $25.3K | — | 0.0% |
| 2166 | CKW FINANCIAL GROUP#2166 · 256 sh | 256 | $25.0K | <0.01% | New |
| 2167 | Joseph Group Capital Management#2167 · 267 sh | 267 | $24.6K | <0.01% | -10.1% |
| 2168 | Robinswood Financial#2168 · 264 sh | 264 | $24.4K | — | New |
| 2169 | MPWM ADVISORY SOLUTIONS#2169 · 263 sh | 263 | $24.3K | 0.01% | 0.0% |
| 2170 | LOGAN CAPITAL MANAGEMENT#2170 · 256 sh | 256 | $23.6K | <0.01% | New |
| 2171 | VISION FINANCIAL MARKETS#2171 · 244 sh | 244 | $23.3K | — | 0.0% |
| 2172 | GABLES CAPITAL MANAGEMENT#2172 · 249 sh | 249 | $23.0K | <0.01% | 0.0% |
| 2173 | Guardian Partners#2173 · 243 sh | 243 | $22.4K | — | New |
| 2174 | Bay Harbor Wealth Management#2174 · 242 sh | 242 | $22.4K | <0.01% | +11.5% |
| 2175 | TD Capital Management#2175 · 239 sh | 239 | $22.1K | <0.01% | -48.5% |
| 2176 | PIN OAK INVESTMENT ADVISORS#2176 · 224 sh | 224 | $22.0K | 0.02% | 0.0% |
| 2177 | LFA - Lugano Financial Advisors SA#2177 · 235 sh | 235 | $21.7K | 0.01% | 0.0% |
| 2178 | Roxbury Financial#2178 · 228 sh | 228 | $21.0K | — | 0.0% |
| 2179 | Hurley Capital#2179 · 227 sh | 227 | $20.9K | 0.01% | +0.4% |
| 2180 | BOK Financial Private Wealth#2180 · 226 sh | 226 | $20.9K | <0.01% | +98.2% |
| 2181 | Mascoma Wealth Management#2181 · 218 sh | 218 | $20.1K | — | +0.5% |
| 2182 | BLUE BELL PRIVATE WEALTH MANAGEMENT#2182 · 215 sh | 215 | $19.8K | <0.01% | -8.9% |
| 2183 | Salomon & Ludwin#2183 · 204 sh | 204 | $19.5K | <0.01% | -5.1% |
| 2184 | Cornerstone Financial Management#2184 · 211 sh | 211 | $19.5K | 0.02% | +26.3% |
| 2185 | Front Row Advisors#2185 · 180 sh | 180 | $19.4K | <0.01% | 0.0% |
| 2186 | Piscataqua Savings Bank#2186 · 207 sh | 207 | $19.1K | — | -19.5% |
| 2187 | Osbon Capital Management#2187 · 206 sh | 206 | $19.0K | 0.01% | +102.0% |
| 2188 | Vermillion Wealth Management#2188 · 200 sh | 200 | $18.5K | — | -34.4% |
| 2189 | Atlantic Edge Private Wealth Management#2189 · 200 sh | 200 | $18.5K | — | 0.0% |
| 2190 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#2190 · 195 sh | 195 | $18.0K | <0.01% | -13.3% |
| 2191 | Bare Financial Services#2191 · 193 sh | 193 | $17.8K | <0.01% | +69.3% |
| 2192 | Sunrise Financial Services#2192 · 192 sh | 192 | $17.7K | — | -28.1% |
| 2193 | MANNING & NAPIER ADVISORS#2193 · 194 sh | 194 | $17.6K | <0.01% | -14.9% |
| 2194 | Financial Network Wealth Advisors#2194 · 190 sh | 190 | $17.5K | 0.02% | +18.0% |
| 2195 | S&T BANK#2195 · 188 sh | 188 | $17.3K | <0.01% | -20.7% |
| 2196 | Kingdom Financial Group#2196 · 184 sh | 184 | $17.0K | <0.01% | +61.4% |
| 2197 | HORIZON FINANCIAL SERVICES#2197 · 182 sh | 182 | $16.8K | <0.01% | -15.0% |
| 2198 | Optiver Holding B.V.#2198 · 180 sh | 180 | $16.6K | 0.00% | New |
| 2199 | Acumen Wealth Advisors#2199 · 176 sh | 176 | $16.2K | <0.01% | -75.0% |
| 2200 | Trifecta Capital Advisors#2200 · 175 sh | 175 | $16.2K | — | +2.3% |
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.