SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Calamos Advisors#301 · 328,075 sh | 328,075 | $30.3M | 0.10% | -1.8% |
| 302 | Sequoia Financial Advisors#302 · 327,673 sh | 327,673 | $30.2M | 0.15% | -4.5% |
| 303 | Varma Mutual Pension Insurance#303 · 327,481 sh | 327,481 | $30.2M | 0.16% | +5.6% |
| 304 | PensionDanmark Pensionsforsikringsaktieselskab#304 · 326,492 sh | 326,492 | $30.1M | — | +7.2% |
| 305 | Eurizon Capital SGR S.p.A.#305 · 327,084 sh | 327,084 | $30.1M | 0.08% | +2.8% |
| 306 | INTECH INVESTMENT MANAGEMENT#306 · 325,487 sh | 325,487 | $30.0M | 0.28% | +1.8% |
| 307 | Quinn Opportunity Partners#307 · 320,000 sh | 320,000 | $29.5M | 1.37% | 0.0% |
| 308 | Interval Partners#308 · 319,725 sh | 319,725 | $29.5M | 0.76% | +16.1% |
| 309 | Rockefeller Capital Management L.P.#309 · 319,236 sh | 319,236 | $29.5M | 0.05% | -8.6% |
| 310 | MAI Capital Management#310 · 314,932 sh | 314,932 | $29.1M | 0.11% | +111.6% |
| 311 | W.G. Shaheen & Associates DBA Whitney#311 · 314,379 sh | 314,379 | $29.0M | 2.12% | +24.7% |
| 312 | CREDIT AGRICOLE S A#312 · 311,663 sh | 311,663 | $28.8M | 0.06% | +14.4% |
| 313 | Jump Financial#313 · 306,759 sh | 306,759 | $28.3M | 0.23% | +68.2% |
| 314 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#314 · 304,332 sh | 304,332 | $28.1M | 0.17% | -11.3% |
| 315 | JOHNSTON ASSET MANAGEMENT#315 · 298,535 sh | 298,535 | $27.5M | 0.97% | -1.0% |
| 316 | DAVIS SELECTED ADVISERS#316 · 289,871 sh | 289,871 | $26.7M | 0.11% | -6.8% |
| 317 | USS Investment Management Ltd#317 · 287,088 sh | 287,088 | $26.5M | 0.10% | -0.3% |
| 318 | TITAN GLOBAL CAPITAL MANAGEMENT USA#318 · 285,384 sh | 285,384 | $26.3M | 3.36% | +0.7% |
| 319 | AMALGAMATED BANK#319 · 285,274 sh | 285,274 | $26.3M | — | -7.3% |
| 320 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#320 · 284,953 sh | 284,953 | $26.3M | <0.01% | +110.3% |
| 321 | Zurich Insurance Group Ltd#321 · 283,389 sh | 283,389 | $26.1M | 0.18% | -18.7% |
| 322 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#322 · 282,327 sh | 282,327 | $26.1M | 0.02% | -49.0% |
| 323 | CAPITAL FUND MANAGEMENT S.A.#323 · 279,572 sh | 279,572 | $25.8M | 0.11% | +142.1% |
| 324 | Warther Private Wealth#324 · 279,565 sh | 279,565 | $25.8M | 5.66% | +29.9% |
| 325 | FLPUTNAM INVESTMENT MANAGEMENT#325 · 278,750 sh | 278,750 | $25.7M | 0.31% | -13.4% |
| 326 | Andra AP-fonden#326 · 277,772 sh | 277,772 | $25.6M | 0.29% | +8.2% |
| 327 | Hosking Partners LLP#327 · 275,090 sh | 275,090 | $25.4M | — | -3.1% |
| 328 | BARLOW WEALTH PARTNERS#328 · 248,860 sh | 248,860 | $25.3M | — | +2.0% |
| 329 | BESSEMER GROUP#329 · 273,968 sh | 273,968 | $25.3M | 0.03% | +0.2% |
| 330 | NEOS Investment Management#330 · 272,235 sh | 272,235 | $25.1M | 0.09% | +13.5% |
| 331 | Busey Wealth Management#331 · 264,590 sh | 264,590 | $24.4M | — | +0.2% |
| 332 | Rakuten Investment Management#332 · 268,961 sh | 268,961 | $24.4M | 0.07% | +8.0% |
| 333 | Canada Post Registered Pension Plan#333 · 263,922 sh | 263,922 | $24.4M | 0.85% | +11.0% |
| 334 | Midwest#334 · 259,689 sh | 259,689 | $24.0M | — | -0.3% |
| 335 | QRG CAPITAL MANAGEMENT#335 · 258,708 sh | 258,708 | $23.9M | 0.20% | +4.4% |
| 336 | Steward Partners Investment Advisory#336 · 258,576 sh | 258,576 | $23.9M | 0.12% | +0.5% |
| 337 | Algebris (UK) Ltd#337 · 252,717 sh | 252,717 | $23.2M | 1.53% | New |
| 338 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.#338 · 250,998 sh | 250,998 | $23.2M | 0.92% | -46.6% |
| 339 | Utah Retirement Systems#339 · 248,161 sh | 248,161 | $22.9M | 0.22% | -8.6% |
| 340 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#340 · 247,592 sh | 247,592 | $22.8M | 0.14% | -14.7% |
| 341 | Talbot Financial#341 · 247,559 sh | 247,559 | $22.8M | — | +2.2% |
| 342 | PARK NATIONAL#342 · 245,025 sh | 245,025 | $22.6M | — | +3.1% |
| 343 | PAR CAPITAL MANAGEMENT#343 · 245,000 sh | 245,000 | $22.6M | 0.56% | -3.3% |
| 344 | Police & Firemen's Retirement System of New Jersey#344 · 244,772 sh | 244,772 | $22.6M | 0.17% | -4.9% |
| 345 | NEW YORK LIFE INVESTMENT MANAGEMENT#345 · 243,914 sh | 243,914 | $22.5M | 0.16% | -1.8% |
| 346 | DUDLEY & SHANLEY#346 · 240,933 sh | 240,933 | $22.2M | — | 0.0% |
| 347 | ExodusPoint Capital Management#347 · 240,346 sh | 240,346 | $22.2M | 0.14% | +80.7% |
| 348 | Voleon Capital Management#348 · 239,746 sh | 239,746 | $22.1M | 0.40% | +272.4% |
| 349 | Jain Global#349 · 239,497 sh | 239,497 | $22.1M | 0.09% | -45.7% |
| 350 | GW HENSSLER & ASSOCIATES LTD#350 · 238,027 sh | 238,027 | $22.0M | — | +0.7% |
| 351 | EVERETT HARRIS#351 · 237,657 sh | 237,657 | $21.9M | 0.27% | +5.0% |
| 352 | COMMONWEALTH EQUITY SERVICES#352 · 236,089 sh | 236,089 | $21.8M | 0.03% | -11.2% |
| 353 | Clearstead Advisors#353 · 235,801 sh | 235,801 | $21.8M | 0.21% | -4.3% |
| 354 | Sumitomo Mitsui DS Asset Management Company, Ltd#354 · 235,706 sh | 235,706 | $21.7M | — | +0.4% |
| 355 | DAVIDSON INVESTMENT ADVISORS#355 · 234,899 sh | 234,899 | $21.7M | — | -3.8% |
| 356 | MIZUHO SECURITIES USA#356 · 228,963 sh | 228,963 | $21.3M | 0.21% | +126.7% |
| 357 | O'SHAUGHNESSY ASSET MANAGEMENT#357 · 227,115 sh | 227,115 | $21.0M | 0.10% | -21.9% |
| 358 | NISSAY ASSET MANAGEMENT /JAPAN#358 · 219,725 sh | 219,725 | $20.3M | 0.09% | +2.0% |
| 359 | PRUDENTIAL PLC#359 · 218,889 sh | 218,889 | $20.2M | 0.11% | +30.9% |
| 360 | Beacon Pointe Advisors#360 · 218,376 sh | 218,376 | $20.2M | 0.09% | -4.5% |
| 361 | Toroso Investments#361 · 217,249 sh | 217,249 | $20.0M | 0.03% | +17.6% |
| 362 | Callan Family Office#362 · 217,027 sh | 217,027 | $20.0M | 0.39% | -3.8% |
| 363 | MAIRS & POWER#363 · 216,288 sh | 216,288 | $20.0M | 0.18% | -12.7% |
| 364 | RWA WEALTH PARTNERS#364 · 213,349 sh | 213,349 | $19.7M | 0.19% | -6.4% |
| 365 | Vinva Investment Management Ltd#365 · 216,732 sh | 216,732 | $19.6M | 0.13% | +7.1% |
| 366 | Cohen Capital Management#366 · 212,385 sh | 212,385 | $19.6M | — | -0.9% |
| 367 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#367 · 212,141 sh | 212,141 | $19.6M | 0.07% | -4.2% |
| 368 | Pathstone#368 · 207,550 sh | 207,550 | $19.6M | 0.06% | +1.9% |
| 369 | B. Metzler seel. Sohn & AG#369 · 206,143 sh | 206,143 | $19.0M | 0.16% | +7.1% |
| 370 | EDGAR LOMAX#370 · 205,215 sh | 205,215 | $18.9M | 1.42% | -8.2% |
| 371 | Ethic#371 · 204,339 sh | 204,339 | $18.9M | 0.24% | +9.5% |
| 372 | Live Oak Private Wealth#372 · 203,521 sh | 203,521 | $18.8M | 2.35% | -5.2% |
| 373 | Summit Trail Advisors#373 · 203,416 sh | 203,416 | $18.8M | 0.24% | -3.3% |
| 374 | Addenda Capital#374 · 202,662 sh | 202,662 | $18.7M | — | -1.0% |
| 375 | Hemenway#375 · 201,739 sh | 201,739 | $18.6M | 1.30% | +9.5% |
| 376 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#376 · 201,018 sh | 201,018 | $18.5M | 0.20% | +5.1% |
| 377 | VIRGINIA RETIREMENT SYSTEMS ET Al#377 · 200,800 sh | 200,800 | $18.5M | 0.07% | +4.5% |
| 378 | Private Wealth Partners#378 · 198,719 sh | 198,719 | $18.3M | — | -2.7% |
| 379 | Vanguard Personalized Indexing Management#379 · 198,471 sh | 198,471 | $18.3M | 0.15% | -3.3% |
| 380 | FIRST FOUNDATION ADVISORS#380 · 197,480 sh | 197,480 | $18.2M | 0.65% | +1.1% |
| 381 | World Investment Advisors#381 · 192,951 sh | 192,951 | $18.1M | 0.30% | -0.2% |
| 382 | United Asset Strategies#382 · 196,428 sh | 196,428 | $18.1M | 1.28% | -0.1% |
| 383 | IEQ CAPITAL#383 · 195,776 sh | 195,776 | $18.1M | 0.08% | -13.0% |
| 384 | ProVise Management Group#384 · 195,522 sh | 195,522 | $18.0M | 1.21% | +1.1% |
| 385 | OP Asset Management Ltd#385 · 195,195 sh | 195,195 | $18.0M | 0.19% | +5.7% |
| 386 | Sanctuary Advisors#386 · 194,796 sh | 194,796 | $18.0M | 0.08% | -3.0% |
| 387 | Empowered Funds#387 · 193,980 sh | 193,980 | $17.9M | 0.09% | -5.7% |
| 388 | Edgemoor Investment Advisors#388 · 193,819 sh | 193,819 | $17.9M | 1.22% | +2.3% |
| 389 | M&T BANK#389 · 191,686 sh | 191,686 | $17.7M | 0.05% | -7.2% |
| 390 | DAVENPORT#390 · 192,181 sh | 192,181 | $17.7M | — | +5.8% |
| 391 | MARTINGALE ASSET MANAGEMENT L P#391 · 189,880 sh | 189,880 | $17.5M | 0.41% | -0.9% |
| 392 | WCG Wealth Advisors#392 · 188,964 sh | 188,964 | $17.4M | 0.41% | -1.7% |
| 393 | Woodline Partners#393 · 188,597 sh | 188,597 | $17.4M | 0.05% | -80.0% |
| 394 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#394 · 187,606 sh | 187,606 | $17.3M | — | -0.4% |
| 395 | CUTLER INVESTMENT COUNSEL#395 · 186,829 sh | 186,829 | $17.2M | 1.62% | +0.3% |
| 396 | ARGENT CAPITAL MANAGEMENT#396 · 186,032 sh | 186,032 | $17.2M | — | -25.8% |
| 397 | Courant Investment Management#397 · 183,499 sh | 183,499 | $16.9M | — | 0.0% |
| 398 | TCTC#398 · 183,241 sh | 183,241 | $16.9M | 0.44% | +2.5% |
| 399 | LATHROP INVESTMENT MANAGEMENT#399 · 182,238 sh | 182,238 | $16.8M | 2.98% | -0.1% |
| 400 | Epoch Investment Partners#400 · 181,952 sh | 181,952 | $16.8M | 0.10% | -20.8% |
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.