SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Nova Wealth Management#2201 · 175 sh | 175 | $16.1K | <0.01% | +130.3% |
| 2202 | Matrix#2202 · 175 sh | 175 | $16.0K | — | +929.4% |
| 2203 | Coston, McIsaac & Partners#2203 · 183 sh | 183 | $16.0K | <0.01% | +0.5% |
| 2204 | FIRST UNITED BANK#2204 · 173 sh | 173 | $16.0K | — | +86.0% |
| 2205 | SITTNER & NELSON#2205 · 168 sh | 168 | $15.5K | <0.01% | -5.6% |
| 2206 | Kings Path Partners#2206 · 167 sh | 167 | $15.4K | — | New |
| 2207 | ADIRONDACK#2207 · 165 sh | 165 | $15.2K | — | 0.0% |
| 2208 | Global Asset Management#2208 · 164 sh | 164 | $15.1K | — | 0.0% |
| 2209 | Archer Investment#2209 · 600 sh | 600 | $14.5K | <0.01% | 0.0% |
| 2210 | Markowski Investments#2210 · 153 sh | 153 | $14.1K | <0.01% | — |
| 2211 | Hoese & LLP#2211 · 152 sh | 152 | $14.0K | — | -56.8% |
| 2212 | Tanglewood Legacy Advisors#2212 · 150 sh | 150 | $13.8K | <0.01% | New |
| 2213 | Aventura Private Wealth#2213 · 147 sh | 147 | $13.6K | <0.01% | 0.0% |
| 2214 | Bravera Wealth#2214 · 147 sh | 147 | $13.6K | <0.01% | 0.0% |
| 2215 | Harborfront Financial Group#2215 · 146 sh | 146 | $13.5K | 0.05% | — |
| 2216 | New England Capital Financial Advisors#2216 · 145 sh | 145 | $13.3K | <0.01% | +0.7% |
| 2217 | Dunhill Financial#2217 · 143 sh | 143 | $13.2K | <0.01% | -36.7% |
| 2218 | AMERICAN NATIONAL BANK#2218 · 143 sh | 143 | $13.2K | — | +58.9% |
| 2219 | Golden State Equity Partners#2219 · 141 sh | 141 | $13.0K | 0.04% | -99.6% |
| 2220 | Penserra Capital Management#2220 · 147 sh | 147 | $13.0K | <0.01% | 0.0% |
| 2221 | McCarley & Cook Financial Planners#2221 · 138 sh | 138 | $12.7K | — | 0.0% |
| 2222 | Nemes Rush Group#2222 · 128 sh | 128 | $11.8K | <0.01% | 0.0% |
| 2223 | Imprint Wealth#2223 · 128 sh | 128 | $11.8K | 0.05% | 0.0% |
| 2224 | First Pacific Financial#2224 · 127 sh | 127 | $11.7K | — | +693.8% |
| 2225 | Rialto Wealth Management#2225 · 124 sh | 124 | $11.4K | <0.01% | +47.6% |
| 2226 | HighMark Wealth Management#2226 · 122 sh | 122 | $11.3K | <0.01% | -19.7% |
| 2227 | High Note Wealth#2227 · 121 sh | 121 | $11.2K | <0.01% | -29.7% |
| 2228 | CONSULTIVA WEALTH MANAGEMENT#2228 · 121 sh | 121 | $11.2K | 0.03% | 0.0% |
| 2229 | ICON ADVISERS#2229 · 120 sh | 120 | $11.1K | <0.01% | New |
| 2230 | FOSTER DYKEMA CABOT & PARTNERS#2230 · 116 sh | 116 | $10.7K | <0.01% | +625.0% |
| 2231 | CONTRAVISORY INVESTMENT MANAGEMENT#2231 · 112 sh | 112 | $10.3K | — | 0.0% |
| 2232 | Creative Capital Management Investments#2232 · 112 sh | 112 | $10.3K | <0.01% | New |
| 2233 | Gleason Group#2233 · 108 sh | 108 | $10.0K | — | New |
| 2234 | Newbridge Financial Services Group#2234 · 108 sh | 108 | $10.0K | — | -69.8% |
| 2235 | Abound Wealth Management#2235 · 107 sh | 107 | $9.8K | — | -67.5% |
| 2236 | Pacifica Partners#2236 · 101 sh | 101 | $9.8K | — | -91.3% |
| 2237 | EVOLUTION WEALTH MANAGEMENT#2237 · 104 sh | 104 | $9.6K | <0.01% | -20.0% |
| 2238 | SFAM#2238 · 100 sh | 100 | $9.2K | <0.01% | 0.0% |
| 2239 | Avalon#2239 · 100 sh | 100 | $9.2K | <0.01% | 0.0% |
| 2240 | MILLER WEALTH ADVISORS#2240 · 100 sh | 100 | $9.2K | <0.01% | 0.0% |
| 2241 | Monetary Solutions, Ltd#2241 · 100 sh | 100 | $9.2K | — | 0.0% |
| 2242 | Kilter Group#2242 · 99 sh | 99 | $9.1K | <0.01% | -3.9% |
| 2243 | Planning Strategies#2243 · 98 sh | 98 | $9.0K | — | — |
| 2244 | Activest Wealth Management#2244 · 96 sh | 96 | $8.9K | — | -83.7% |
| 2245 | Centennial Bank#2245 · 92 sh | 92 | $8.5K | <0.01% | 0.0% |
| 2246 | IMG Wealth Management#2246 · 91 sh | 91 | $8.4K | — | -62.4% |
| 2247 | Reyes Financial Architecture#2247 · 90 sh | 90 | $8.3K | — | 0.0% |
| 2248 | TFC Financial Management#2248 · 88 sh | 88 | $8.1K | — | +14.3% |
| 2249 | Marquette Asset Management#2249 · 86 sh | 86 | $7.9K | — | +38.7% |
| 2250 | Raleigh Capital Management#2250 · 83 sh | 83 | $7.7K | <0.01% | -25.9% |
| 2251 | DiNuzzo Private Wealth#2251 · 83 sh | 83 | $7.7K | — | 0.0% |
| 2252 | Centerpoint Advisors#2252 · 77 sh | 77 | $7.0K | <0.01% | 0.0% |
| 2253 | United Financial Planning Group#2253 · 75 sh | 75 | $6.9K | <0.01% | 0.0% |
| 2254 | Winch Advisory Services#2254 · 84 sh | 84 | $6.9K | <0.01% | 0.0% |
| 2255 | Holos Integrated Wealth#2255 · 65 sh | 65 | $6.6K | — | 0.0% |
| 2256 | Orion Capital Management#2256 · 71 sh | 71 | $6.6K | <0.01% | 0.0% |
| 2257 | Hilton Head Capital Partners#2257 · 69 sh | 69 | $6.4K | — | 0.0% |
| 2258 | Retirement Wealth Solutions#2258 · 68 sh | 68 | $6.3K | — | -30.6% |
| 2259 | AMERIFLEX GROUP#2259 · 64 sh | 64 | $5.9K | <0.01% | +1500.0% |
| 2260 | Jackson, Grant Investment Advisers#2260 · 62 sh | 62 | $5.7K | <0.01% | 0.0% |
| 2261 | MCGUIRE CAPITAL ADVISORS#2261 · 58 sh | 58 | $5.4K | <0.01% | -59.2% |
| 2262 | Torren Management#2262 · 57 sh | 57 | $5.3K | <0.01% | 0.0% |
| 2263 | WestEnd Advisors#2263 · 57 sh | 57 | $5.3K | <0.01% | +3.6% |
| 2264 | 1 NORTH WEALTH SERVICES#2264 · 57 sh | 57 | $5.3K | <0.01% | 0.0% |
| 2265 | Burk#2265 · 57 sh | 57 | $5.3K | <0.01% | -36.7% |
| 2266 | Tidemark#2266 · 55 sh | 55 | $5.1K | <0.01% | -14.1% |
| 2267 | Nvest Wealth Strategies#2267 · 55 sh | 55 | $5.1K | — | -9.8% |
| 2268 | Paladin Advisory Group#2268 · 52 sh | 52 | $4.8K | <0.01% | 0.0% |
| 2269 | 1015 Capital Partners#2269 · 49 sh | 49 | $4.5K | <0.01% | -3.9% |
| 2270 | LifeSteps Financial#2270 · 46 sh | 46 | $4.2K | — | New |
| 2271 | TOUNJIAN ADVISORY PARTNERS#2271 · 44 sh | 44 | $4.1K | <0.01% | New |
| 2272 | ROSS\JOHNSON & Associates#2272 · 44 sh | 44 | $4.1K | 0.06% | +4.8% |
| 2273 | HFM Investment Advisors#2273 · 44 sh | 44 | $4.1K | <0.01% | +83.3% |
| 2274 | OGOREK ANTHONY JOSEPH /NY#2274 · 53 sh | 53 | $4.0K | <0.01% | -76.4% |
| 2275 | CBIZ Investment Advisory Services#2275 · 42 sh | 42 | $3.9K | <0.01% | 0.0% |
| 2276 | Gunpowder Capital Management, dba Oliver Wealth Management#2276 · 40 sh | 40 | $3.7K | <0.01% | New |
| 2277 | Three Bearings Fiduciary Advisors#2277 · 40 sh | 40 | $3.7K | <0.01% | 0.0% |
| 2278 | HOEY INVESTMENTS#2278 · 39 sh | 39 | $3.6K | <0.01% | 0.0% |
| 2279 | Minot DeBlois Advisors#2279 · 35 sh | 35 | $3.2K | <0.01% | 0.0% |
| 2280 | Benson Wealth Management#2280 · 35 sh | 35 | $3.2K | <0.01% | 0.0% |
| 2281 | PayPay Securities#2281 · 34 sh | 34 | $3.1K | — | 0.0% |
| 2282 | MARSHALL INVESTMENT MANAGEMENT#2282 · 34 sh | 34 | $3.1K | <0.01% | New |
| 2283 | Lloyd Advisory Services#2283 · 33 sh | 33 | $3.0K | <0.01% | -71.1% |
| 2284 | 1620 INVESTMENT ADVISORS#2284 · 33 sh | 33 | $3.0K | <0.01% | 0.0% |
| 2285 | Provenance Wealth Advisors#2285 · 32 sh | 32 | $3.0K | <0.01% | New |
| 2286 | PlanVest Financial#2286 · 30 sh | 30 | $2.8K | <0.01% | 0.0% |
| 2287 | Elevated Capital Advisors#2287 · 30 sh | 30 | $2.8K | <0.01% | 0.0% |
| 2288 | Richard W. Paul & Associates#2288 · 30 sh | 30 | $2.8K | <0.01% | 0.0% |
| 2289 | DecisionPoint Financial#2289 · 28 sh | 28 | $2.7K | <0.01% | +64.7% |
| 2290 | MJT & Associates Financial Advisory Group#2290 · 27 sh | 27 | $2.5K | — | 0.0% |
| 2291 | Vision Retirement#2291 · 27 sh | 27 | $2.5K | <0.01% | 0.0% |
| 2292 | Fairman Group#2292 · 23 sh | 23 | $2.1K | — | 0.0% |
| 2293 | Atomic Invest#2293 · 23 sh | 23 | $2.0K | <0.01% | -76.5% |
| 2294 | Oakmont Advisory Group#2294 · 21 sh | 21 | $1.9K | <0.01% | New |
| 2295 | DHJJ Financial Advisors, Ltd.#2295 · 20 sh | 20 | $1.9K | — | 0.0% |
| 2296 | Spectrum Wealth Advisory Group#2296 · 20 sh | 20 | $1.9K | <0.01% | New |
| 2297 | Strengthening Families & Communities#2297 · 20 sh | 20 | $1.8K | — | New |
| 2298 | Quarry#2298 · 20 sh | 20 | $1.8K | <0.01% | -98.3% |
| 2299 | Whipplewood Advisors#2299 · 20 sh | 20 | $1.8K | — | -91.3% |
| 2300 | Aspect Partners#2300 · 19 sh | 19 | $1.8K | — | 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.