SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,330. 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 2,301–2,330 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Key Capital Management#2301 · 19 sh | 19 | $1.8K | <0.01% | -52.5% |
| 2302 | Decker Retirement Planning#2302 · 17 sh | 17 | $1.6K | — | New |
| 2303 | Halbert, Hargrove/Russell#2303 · 16 sh | 16 | $1.5K | — | New |
| 2304 | Copia Wealth Management#2304 · 14 sh | 14 | $1.3K | <0.01% | New |
| 2305 | Register Financial Advisors#2305 · 13 sh | 13 | $1.2K | — | -73.5% |
| 2306 | Mosley Wealth Management#2306 · 13 sh | 13 | $1.2K | — | New |
| 2307 | Basepoint Wealth#2307 · 12 sh | 12 | $1.1K | <0.01% | 0.0% |
| 2308 | Phillip James Consulting#2308 · 12 sh | 12 | $1.1K | <0.01% | 0.0% |
| 2309 | SOUTHERN MICHIGAN BANK &#2309 · 11 sh | 11 | $1.0K | — | 0.0% |
| 2310 | Morton Brown Family Wealth#2310 · 11 sh | 11 | $1.0K | — | New |
| 2311 | Navigoe#2311 · 13 sh | 13 | $1.0K | <0.01% | New |
| 2312 | Atlantic Private Wealth#2312 · 10 sh | 10 | $925.00 | <0.01% | 0.0% |
| 2313 | Mechanics Financial#2313 · 10 sh | 10 | $923.00 | <0.01% | New |
| 2314 | Downshift Financial#2314 · 10 sh | 10 | $923.00 | — | New |
| 2315 | Caitong International Asset Management , Ltd#2315 · 8 sh | 8 | $738.00 | <0.01% | -99.9% |
| 2316 | NorthAvenue#2316 · 7 sh | 7 | $646.00 | <0.01% | 0.0% |
| 2317 | MARYLAND CAPITAL ADVISORS#2317 · 4 sh | 4 | $370.00 | — | — |
| 2318 | Redwood Park Advisors#2318 · 4 sh | 4 | $370.00 | <0.01% | -63.6% |
| 2319 | Rakuten Securities#2319 · 4 sh | 4 | $369.00 | <0.01% | +33.3% |
| 2320 | Y.D. More Investments Ltd#2320 · 1,052 sh | 1,052 | $326.00 | 0.00% | -1.4% |
| 2321 | Cordant#2321 · 3 sh | 3 | $311.00 | <0.01% | New |
| 2322 | Strive Financial Group#2322 · 3 sh | 3 | $277.00 | <0.01% | New |
| 2323 | Financially Speaking#2323 · 1 sh | 1 | $94.00 | <0.01% | 0.0% |
| 2324 | Midwest Capital Advisors#2324 · 1 sh | 1 | $93.00 | 0.00% | New |
| 2325 | Freestone Grove Partners#2325 · 1 sh | 1 | $92.00 | 0.00% | -100.0% |
| 2326 | Napier Financial#2326 · 1 sh | 1 | $92.00 | 0.00% | -99.6% |
| 2327 | Global Frontier Investments#2327 · 0 sh | 0 | $0.00 | 0.00% | New |
| 2328 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#2328 · 2,529,153 sh | 2,529,153 | — | — | -2.7% |
| 2329 | VESTOR CAPITAL#2329 · 47,192 sh | 47,192 | — | — | +3505.2% |
| 2330 | Quantum Portfolio Management#2330 · 667 sh | 667 | — | — | New |
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.