SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | WILEY BROS.-AINTREE CAPITAL#401 · 181,701 sh | 181,701 | $16.7M | 0.07% | +4.8% |
| 402 | Pinnacle Financial Partners#402 · 180,572 sh | 180,572 | $16.7M | 0.11% | -2.6% |
| 403 | Poehling Capital Management#403 · 179,671 sh | 179,671 | $16.6M | — | +1.9% |
| 404 | UniSuper Management Pty Ltd#404 · 178,691 sh | 178,691 | $16.5M | — | +40.2% |
| 405 | Asset Advisors Investment Management#405 · 175,731 sh | 175,731 | $16.2M | — | -0.4% |
| 406 | North Reef Capital Management#406 · 175,000 sh | 175,000 | $16.1M | 0.62% | -50.0% |
| 407 | Venturi Wealth Management#407 · 174,703 sh | 174,703 | $16.1M | 0.62% | +0.1% |
| 408 | Baker Avenue Asset Management#408 · 174,367 sh | 174,367 | $16.1M | 0.30% | +37.7% |
| 409 | Goodman Financial#409 · 172,783 sh | 172,783 | $15.9M | 2.46% | +2.8% |
| 410 | Union Bankshares#410 · 172,406 sh | 172,406 | $15.9M | 0.27% | +4.1% |
| 411 | PDT Partners#411 · 172,200 sh | 172,200 | $15.9M | 0.83% | New |
| 412 | Ascent Group#412 · 171,658 sh | 171,658 | $15.8M | 0.47% | +33.3% |
| 413 | SNS Financial Group#413 · 170,873 sh | 170,873 | $15.8M | 0.30% | +5496.9% |
| 414 | Wealthfront Advisers#414 · 170,462 sh | 170,462 | $15.7M | 0.03% | -6.7% |
| 415 | Empower Advisory Group#415 · 169,932 sh | 169,932 | $15.7M | 0.04% | +3.7% |
| 416 | Blume Capital Management#416 · 169,578 sh | 169,578 | $15.6M | — | +1.0% |
| 417 | BAXTER BROS#417 · 168,229 sh | 168,229 | $15.5M | 1.80% | +11.6% |
| 418 | GenTrust#418 · 167,924 sh | 167,924 | $15.5M | 0.60% | +2.5% |
| 419 | HFR Wealth Management#419 · 167,634 sh | 167,634 | $15.5M | 3.78% | -1.5% |
| 420 | Kinsale Capital Group#420 · 167,370 sh | 167,370 | $15.4M | 2.05% | +11.2% |
| 421 | Trajan Wealth#421 · 166,044 sh | 166,044 | $15.3M | 0.58% | +10.4% |
| 422 | NewEdge Advisors#422 · 165,885 sh | 165,885 | $15.3M | 0.05% | New |
| 423 | YOUSIF CAPITAL MANAGEMENT#423 · 164,935 sh | 164,935 | $15.2M | — | -8.3% |
| 424 | MIRAE ASSET GLOBAL ETFS Ltd.#424 · 161,596 sh | 161,596 | $14.9M | 0.02% | -3.6% |
| 425 | Cambridge Investment Research Advisors#425 · 161,254 sh | 161,254 | $14.9M | 0.03% | -6.7% |
| 426 | Elgethun Capital Management#426 · 161,024 sh | 161,024 | $14.9M | 2.07% | +3.5% |
| 427 | State of Alaska, Department of Revenue#427 · 160,179 sh | 160,179 | $14.8M | — | -3.3% |
| 428 | IMC-Chicago#428 · 159,940 sh | 159,940 | $14.8M | <0.01% | +76.4% |
| 429 | Munich Reinsurance Stock in Munich#429 · 159,656 sh | 159,656 | $14.7M | 0.32% | +9.8% |
| 430 | Elo Mutual Pension Insurance#430 · 158,660 sh | 158,660 | $14.6M | 0.19% | +132.5% |
| 431 | Lighthouse Investment Partners#431 · 158,043 sh | 158,043 | $14.6M | 0.40% | +767.0% |
| 432 | Brevan Howard Capital Management#432 · 156,731 sh | 156,731 | $14.5M | 0.11% | -79.9% |
| 433 | Walleye Trading#433 · 157,053 sh | 157,053 | $14.5M | 0.02% | +148.2% |
| 434 | Silicon Valley Capital Partners#434 · 156,949 sh | 156,949 | $14.5M | 1.17% | +24.6% |
| 435 | PICTON MAHONEY ASSET MANAGEMENT#435 · 156,808 sh | 156,808 | $14.5M | 0.11% | -55.7% |
| 436 | JACOBS#436 · 156,494 sh | 156,494 | $14.4M | — | -1.6% |
| 437 | AIA Group Ltd#437 · 156,431 sh | 156,431 | $14.4M | 0.18% | -14.3% |
| 438 | JACOBSON & SCHMITT ADVISORS#438 · 155,449 sh | 155,449 | $14.3M | 2.34% | -2.8% |
| 439 | Atria Investments#439 · 153,187 sh | 153,187 | $14.1M | — | -9.8% |
| 440 | Great Lakes Retirement#440 · 152,299 sh | 152,299 | $14.1M | — | +2.1% |
| 441 | Horizon Investments#441 · 149,606 sh | 149,606 | $13.8M | 0.14% | +8.4% |
| 442 | Perigon Wealth Management#442 · 149,554 sh | 149,554 | $13.8M | — | +32.7% |
| 443 | Advocacy Wealth Management#443 · 147,436 sh | 147,436 | $13.6M | 0.49% | -3.1% |
| 444 | UNITED CAPITAL FINANCIAL ADVISORS#444 · 147,353 sh | 147,353 | $13.6M | 0.07% | +1.1% |
| 445 | WINSLOW ASSET MANAGEMENT#445 · 147,075 sh | 147,075 | $13.6M | 2.36% | -0.7% |
| 446 | 1248 Management#446 · 146,646 sh | 146,646 | $13.5M | 5.29% | +0.3% |
| 447 | Allen Mooney & Barnes Investment Advisors#447 · 145,478 sh | 145,478 | $13.4M | — | -3.5% |
| 448 | Polar Asset Management Partners#448 · 144,804 sh | 144,804 | $13.4M | 0.22% | +274.3% |
| 449 | M&G Plc#449 · 145,187 sh | 145,187 | $13.4M | 0.07% | +20.8% |
| 450 | Snowden Capital Advisors#450 · 144,587 sh | 144,587 | $13.3M | 0.32% | -2.0% |
| 451 | Soapstone Management L.P.#451 · 143,750 sh | 143,750 | $13.3M | 9.65% | New |
| 452 | HANCOCK WHITNEY#452 · 143,134 sh | 143,134 | $13.2M | 0.22% | +1.3% |
| 453 | Avanza Fonder AB#453 · 142,386 sh | 142,386 | $13.1M | — | +6.7% |
| 454 | ABN AMRO INVESTMENT SOLUTIONS#454 · 142,245 sh | 142,245 | $13.1M | — | +3.6% |
| 455 | Van Cleef Asset Management#455 · 141,930 sh | 141,930 | $13.1M | — | -2.0% |
| 456 | BANQUE PICTET & CIE SA#456 · 140,236 sh | 140,236 | $12.9M | — | -3.5% |
| 457 | PEAPACK GLADSTONE FINANCIAL#457 · 140,026 sh | 140,026 | $12.9M | 0.15% | -29.1% |
| 458 | Skylands Capital#458 · 139,835 sh | 139,835 | $12.9M | — | +40.3% |
| 459 | Financial Avengers#459 · 139,334 sh | 139,334 | $12.9M | 5.33% | -0.8% |
| 460 | Aquatic Capital Management#460 · 138,025 sh | 138,025 | $12.7M | 0.44% | New |
| 461 | Modera Wealth Management#461 · 137,947 sh | 137,947 | $12.7M | 0.14% | -4.8% |
| 462 | TOCQUEVILLE ASSET MANAGEMENT L.P.#462 · 137,307 sh | 137,307 | $12.7M | 0.17% | +1.4% |
| 463 | Cornerstone Capital#463 · 135,580 sh | 135,580 | $12.5M | 1.12% | -0.4% |
| 464 | PRINCIPAL SECURITIES#464 · 135,377 sh | 135,377 | $12.5M | 0.15% | -1.3% |
| 465 | OMERS ADMINISTRATION#465 · 134,547 sh | 134,547 | $12.4M | 0.07% | +4.1% |
| 466 | McGuire Investment Group#466 · 133,809 sh | 133,809 | $12.3M | — | +0.1% |
| 467 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#467 · 133,461 sh | 133,461 | $12.3M | 0.08% | 0.0% |
| 468 | Mesirow Financial Investment Management#468 · 133,408 sh | 133,408 | $12.3M | 0.19% | +0.6% |
| 469 | FISHMAN JAY A LTD#469 · 133,287 sh | 133,287 | $12.3M | — | +114.6% |
| 470 | WHITTIER OF NEVADA#470 · 120,385 sh | 120,385 | $12.3M | 0.23% | -2.5% |
| 471 | PARTHENON#471 · 132,340 sh | 132,340 | $12.2M | — | +0.6% |
| 472 | Advisors Capital Management#472 · 132,224 sh | 132,224 | $12.2M | 0.13% | +0.7% |
| 473 | RMB Capital Management#473 · 131,889 sh | 131,889 | $12.2M | 0.19% | -5.0% |
| 474 | JAMISON PRIVATE WEALTH MANAGEMENT#474 · 131,823 sh | 131,823 | $12.2M | — | +0.6% |
| 475 | CX Institutional#475 · 131,640 sh | 131,640 | $12.1M | — | +153.1% |
| 476 | GABELLI FUNDS#476 · 130,740 sh | 130,740 | $12.1M | 0.08% | -2.0% |
| 477 | LOS ANGELES CAPITAL MANAGEMENT#477 · 129,913 sh | 129,913 | $12.0M | 0.04% | -81.9% |
| 478 | Gulf International Bank (UK) Ltd#478 · 128,401 sh | 128,401 | $11.8M | — | -1.7% |
| 479 | BNP PARIBAS#479 · 125,718 sh | 125,718 | $11.6M | 0.31% | +58.2% |
| 480 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#480 · 125,674 sh | 125,674 | $11.6M | 0.17% | +8.1% |
| 481 | Ironwood Investment Counsel#481 · 125,392 sh | 125,392 | $11.6M | 1.52% | -1.0% |
| 482 | BRIGHT ROCK CAPITAL MANAGEMENT#482 · 125,000 sh | 125,000 | $11.5M | — | 0.0% |
| 483 | FIRST MERCHANTS#483 · 124,909 sh | 124,909 | $11.5M | — | +1.4% |
| 484 | Beverly Hills Private Wealth#484 · 124,548 sh | 124,548 | $11.5M | 2.19% | +6.1% |
| 485 | MOTCO#485 · 124,117 sh | 124,117 | $11.5M | 0.98% | +0.7% |
| 486 | Orion Porfolio Solutions#486 · 123,183 sh | 123,183 | $11.4M | 0.09% | -5.8% |
| 487 | Glenview#487 · 120,550 sh | 120,550 | $11.3M | 0.18% | 0.0% |
| 488 | Hanson & Doremus Investment Management#488 · 122,781 sh | 122,781 | $11.3M | — | -3.0% |
| 489 | Westbourne Investment Advisors#489 · 122,466 sh | 122,466 | $11.3M | — | +0.4% |
| 490 | PATTEN & PATTEN#490 · 122,344 sh | 122,344 | $11.3M | — | +11.7% |
| 491 | ASR Vermogensbeheer N.V.#491 · 122,174 sh | 122,174 | $11.3M | — | -26.9% |
| 492 | Pacer Advisors#492 · 121,987 sh | 121,987 | $11.3M | 0.03% | New |
| 493 | TOWER BRIDGE ADVISORS#493 · 121,059 sh | 121,059 | $11.2M | 1.01% | -2.2% |
| 494 | FIRST NATIONAL BANK OF OMAHA#494 · 120,276 sh | 120,276 | $11.0M | 0.31% | +1.8% |
| 495 | Premier Fund Managers Ltd#495 · 119,287 sh | 119,287 | $10.8M | 0.98% | -39.8% |
| 496 | Boston Common Asset Management#496 · 116,937 sh | 116,937 | $10.8M | — | +61.8% |
| 497 | THOMPSON INVESTMENT MANAGEMENT#497 · 115,819 sh | 115,819 | $10.7M | — | +12.5% |
| 498 | Argent#498 · 115,626 sh | 115,626 | $10.7M | 0.31% | -0.3% |
| 499 | Saudi Central Bank#499 · 115,584 sh | 115,584 | $10.7M | 0.14% | +85.5% |
| 500 | Allen Capital Group#500 · 115,181 sh | 115,181 | $10.6M | 0.87% | +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.