SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 3)
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 201 to 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 201–300 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | CALEDONIA INVESTMENTS PLC#201 · 671,000 sh | 671,000 | $61.9M | — | +9.8% |
| 202 | KLP KAPITALFORVALTNING AS#202 · 670,072 sh | 670,072 | $61.8M | 0.20% | +4.5% |
| 203 | KBC Group NV#203 · 655,451 sh | 655,451 | $60.5M | — | -6.0% |
| 204 | Handelsbanken Fonder AB#204 · 652,139 sh | 652,139 | $60.2M | 0.17% | +0.5% |
| 205 | Allspring Global Investments#205 · 617,153 sh | 617,153 | $59.1M | 0.09% | -17.3% |
| 206 | PANAGORA ASSET MANAGEMENT#206 · 639,468 sh | 639,468 | $59.0M | 0.18% | -0.1% |
| 207 | Cetera Investment Advisers#207 · 626,708 sh | 626,708 | $57.8M | 0.05% | +1.0% |
| 208 | MML INVESTORS SERVICES#208 · 621,646 sh | 621,646 | $57.4M | 0.12% | +8.1% |
| 209 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#209 · 616,080 sh | 616,080 | $56.8M | 0.17% | -7.7% |
| 210 | Greenwich Wealth Management#210 · 600,673 sh | 600,673 | $55.4M | 2.02% | +114.2% |
| 211 | Aureus Asset Management#211 · 600,554 sh | 600,554 | $55.4M | 3.37% | -0.8% |
| 212 | Tredje AP-fonden#212 · 587,227 sh | 587,227 | $54.2M | 0.25% | +6.2% |
| 213 | State of Tennessee, Treasury Department#213 · 573,272 sh | 573,272 | $52.9M | 0.16% | -2.3% |
| 214 | Heron Bay Capital Management#214 · 566,275 sh | 566,275 | $52.3M | 4.73% | -7.9% |
| 215 | TORONTO DOMINION BANK#215 · 559,050 sh | 559,050 | $51.6M | 0.06% | -16.9% |
| 216 | Crossmark Global#216 · 554,130 sh | 554,130 | $51.1M | — | +3.8% |
| 217 | CORDA Investment Management#217 · 545,906 sh | 545,906 | $50.4M | — | -1.3% |
| 218 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#218 · 542,634 sh | 542,634 | $50.1M | 0.03% | +7.3% |
| 219 | State of New Jersey Common Pension Fund D#219 · 538,971 sh | 538,971 | $49.7M | 0.17% | -7.2% |
| 220 | VOYA INVESTMENT MANAGEMENT#220 · 535,833 sh | 535,833 | $49.4M | 0.04% | -81.6% |
| 221 | Nykredit A/S#221 · 530,069 sh | 530,069 | $48.9M | 0.15% | — |
| 222 | ARIEL INVESTMENTS#222 · 525,299 sh | 525,299 | $48.5M | 0.48% | +30.4% |
| 223 | TUDOR INVESTMENT ET AL#223 · 511,257 sh | 511,257 | $47.2M | 0.07% | +96.6% |
| 224 | ASSOCIATED BANC#224 · 508,338 sh | 508,338 | $46.9M | 1.11% | +0.1% |
| 225 | Lansforsakringar Fondforvaltning AB (publ)#225 · 506,841 sh | 506,841 | $46.8M | 0.21% | -8.3% |
| 226 | Point72 Asset Management, L.P.#226 · 498,176 sh | 498,176 | $46.0M | 0.05% | +107.0% |
| 227 | Mount Capital Ltd#227 · 492,178 sh | 492,178 | $45.4M | 17.14% | +6.9% |
| 228 | OSAIC#228 · 489,877 sh | 489,877 | $45.2M | 0.05% | +8.1% |
| 229 | CIBC WORLD MARKET#229 · 489,573 sh | 489,573 | $45.2M | 0.07% | -46.2% |
| 230 | Trexquant Investment#230 · 485,363 sh | 485,363 | $44.8M | 0.26% | +96.1% |
| 231 | JUPITER ASSET MANAGEMENT LTD#231 · 485,009 sh | 485,009 | $44.8M | 0.22% | -48.4% |
| 232 | EP Wealth Advisors#232 · 483,058 sh | 483,058 | $44.6M | 0.17% | +11.2% |
| 233 | Lido Advisors#233 · 482,946 sh | 482,946 | $44.6M | 0.12% | -3.9% |
| 234 | Mn Services Vermogensbeheer B.V.#234 · 481,166 sh | 481,166 | $44.4M | — | -28.4% |
| 235 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#235 · 480,711 sh | 480,711 | $44.4M | — | +7.6% |
| 236 | Resona Asset Management ,Ltd.#236 · 482,041 sh | 482,041 | $44.3M | 0.21% | -9.6% |
| 237 | NORTH STAR ASSET MANAGEMENT#237 · 478,540 sh | 478,540 | $44.2M | 1.74% | -1.5% |
| 238 | Rafferty Asset Management#238 · 476,200 sh | 476,200 | $43.9M | 0.10% | +17.3% |
| 239 | Sandhill Capital Partners#239 · 474,705 sh | 474,705 | $43.8M | 3.56% | -8.2% |
| 240 | Crown Oak Advisors#240 · 471,770 sh | 471,770 | $43.5M | — | +2.6% |
| 241 | Avantyr Capital Partners#241 · 471,600 sh | 471,600 | $43.5M | 1.60% | -71.0% |
| 242 | PUBLIC SECTOR PENSION INVESTMENT BOARD#242 · 466,749 sh | 466,749 | $43.1M | 0.11% | -1.8% |
| 243 | Czech National Bank#243 · 465,323 sh | 465,323 | $42.9M | — | +2.3% |
| 244 | SEB Asset Management AB#244 · 462,577 sh | 462,577 | $42.7M | 0.16% | -0.3% |
| 245 | FIRST MANHATTAN#245 · 458,665 sh | 458,665 | $42.3M | 0.11% | -1.2% |
| 246 | Arizona State Retirement System#246 · 458,174 sh | 458,174 | $42.3M | 0.21% | -0.9% |
| 247 | Zurcher Kantonalbank (Zurich Cantonalbank)#247 · 458,006 sh | 458,006 | $42.3M | 0.08% | -54.5% |
| 248 | Perpetual Ltd#248 · 455,719 sh | 455,719 | $42.0M | — | +2402.6% |
| 249 | Cresset Asset Management#249 · 445,551 sh | 445,551 | $41.1M | 0.15% | +0.6% |
| 250 | STATE TREASURER STATE OF MICHIGAN#250 · 433,566 sh | 433,566 | $40.0M | 0.18% | -0.6% |
| 251 | FIFTH THIRD BANCORP#251 · 433,329 sh | 433,329 | $40.0M | 0.06% | -9.6% |
| 252 | AMI ASSET MANAGEMENT#252 · 432,674 sh | 432,674 | $39.9M | — | -3.2% |
| 253 | OAK ASSOCIATES LTD#253 · 424,880 sh | 424,880 | $39.2M | 2.19% | -0.7% |
| 254 | D.A. DAVIDSON#254 · 424,820 sh | 424,820 | $39.2M | 0.22% | -1.3% |
| 255 | Smith Group Asset Management#255 · 419,431 sh | 419,431 | $38.7M | 1.58% | +8.7% |
| 256 | WHITTIER#256 · 383,423 sh | 383,423 | $38.6M | 0.38% | -0.4% |
| 257 | Banco Santander, S.A.#257 · 417,055 sh | 417,055 | $38.5M | 0.24% | +71.7% |
| 258 | BERKSHIRE ASSET MANAGEMENT#258 · 414,077 sh | 414,077 | $38.2M | 1.50% | +1.8% |
| 259 | Mediolanum International Funds Ltd#259 · 419,336 sh | 419,336 | $38.0M | 0.32% | -19.1% |
| 260 | PBU - The Pension Fund of Early Childhood & Youth Educators#260 · 411,152 sh | 411,152 | $37.9M | 0.86% | +0.1% |
| 261 | CIBC Asset Management#261 · 411,308 sh | 411,308 | $37.9M | 0.08% | -24.2% |
| 262 | Vest Financial#262 · 407,329 sh | 407,329 | $37.6M | — | +104.1% |
| 263 | MACQUARIE GROUP LTD#263 · 405,498 sh | 405,498 | $37.4M | 0.16% | +36.4% |
| 264 | OSSIAM#264 · 402,935 sh | 402,935 | $37.2M | 0.49% | New |
| 265 | DekaBank Deutsche Girozentrale#265 · 396,106 sh | 396,106 | $37.1M | 0.06% | 0.0% |
| 266 | PNC FINANCIAL SERVICES GROUP#266 · 400,156 sh | 400,156 | $36.8M | 0.02% | -0.7% |
| 267 | Quadrature Capital Ltd#267 · 397,976 sh | 397,976 | $36.7M | 0.31% | +706.9% |
| 268 | Janney Montgomery Scott#268 · 391,803 sh | 391,803 | $36.2M | 0.07% | -12.1% |
| 269 | ROCKLAND#269 · 391,764 sh | 391,764 | $36.1M | — | +9.7% |
| 270 | Kovitz Investment Group Partners#270 · 387,041 sh | 387,041 | $35.7M | 0.79% | -0.6% |
| 271 | Kestra Advisory Services#271 · 385,528 sh | 385,528 | $35.6M | 0.11% | +134.0% |
| 272 | Coronation Fund Managers Ltd.#272 · 385,511 sh | 385,511 | $35.6M | 1.36% | -27.3% |
| 273 | Daiwa Securities Group#273 · 383,918 sh | 383,918 | $35.4M | 0.07% | +22.0% |
| 274 | ALLEN OPERATIONS#274 · 380,215 sh | 380,215 | $35.1M | 4.86% | 0.0% |
| 275 | Walleye Capital#275 · 380,017 sh | 380,017 | $35.1M | 0.13% | +821.3% |
| 276 | EXCHANGE TRADED CONCEPTS#276 · 379,483 sh | 379,483 | $35.0M | 0.16% | +109.7% |
| 277 | NISA INVESTMENT ADVISORS#277 · 379,357 sh | 379,357 | $35.0M | — | -5.6% |
| 278 | MetLife Investment Management#278 · 378,808 sh | 378,808 | $35.0M | 0.16% | -4.6% |
| 279 | IFM Investors Pty Ltd#279 · 377,465 sh | 377,465 | $34.8M | — | +9.9% |
| 280 | HighTower Advisors#280 · 375,553 sh | 375,553 | $34.7M | 0.03% | -2.1% |
| 281 | DnB Asset Management AS#281 · 374,370 sh | 374,370 | $34.5M | 0.10% | +2.2% |
| 282 | OSTRUM ASSET MANAGEMENT#282 · 372,338 sh | 372,338 | $34.4M | 1.66% | +4.4% |
| 283 | Ilmarinen Mutual Pension Insurance#283 · 366,441 sh | 366,441 | $33.8M | 0.23% | 0.0% |
| 284 | ProShare Advisors#284 · 365,295 sh | 365,295 | $33.7M | 0.05% | +1.8% |
| 285 | Squarepoint Ops#285 · 361,175 sh | 361,175 | $33.3M | 0.04% | -34.6% |
| 286 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#286 · 361,080 sh | 361,080 | $33.3M | 0.16% | -7.2% |
| 287 | PINEBRIDGE INVESTMENTS#287 · 360,760 sh | 360,760 | $33.3M | 0.27% | +5.7% |
| 288 | ACADIAN ASSET MANAGEMENT#288 · 358,701 sh | 358,701 | $33.1M | 0.04% | -13.9% |
| 289 | Ruffer LLP#289 · 358,432 sh | 358,432 | $33.0M | 1.17% | New |
| 290 | Swiss Life Asset Management Ltd#290 · 357,255 sh | 357,255 | $33.0M | 0.14% | -42.7% |
| 291 | XPONANCE#291 · 355,562 sh | 355,562 | $32.8M | 0.20% | -1.8% |
| 292 | Mirae Asset Global Investments , Ltd.#292 · 354,734 sh | 354,734 | $32.7M | 0.05% | +11.0% |
| 293 | CAPTRUST FINANCIAL ADVISORS#293 · 352,763 sh | 352,763 | $32.5M | 0.05% | -4.8% |
| 294 | PACIFIC HEIGHTS ASSET MANAGEMENT#294 · 350,000 sh | 350,000 | $32.3M | 1.02% | 0.0% |
| 295 | Blue Whale Capital LLP#295 · 342,398 sh | 342,398 | $31.6M | 1.00% | +2.8% |
| 296 | Federation des caisses Desjardins du Quebec#296 · 339,818 sh | 339,818 | $31.4M | 0.10% | +27.6% |
| 297 | MERCER GLOBAL ADVISORS#297 · 336,105 sh | 336,105 | $31.0M | 0.04% | +2.0% |
| 298 | GREATMARK INVESTMENT PARTNERS#298 · 335,492 sh | 335,492 | $31.0M | 3.41% | +0.7% |
| 299 | RENAISSANCE GROUP#299 · 331,894 sh | 331,894 | $30.6M | 1.24% | -3.7% |
| 300 | KING LUTHER CAPITAL MANAGEMENT#300 · 330,113 sh | 330,113 | $30.5M | 0.12% | -9.4% |
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.