SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | NICHOLAS COMPANY#501 · 114,667 sh | 114,667 | $10.6M | 0.19% | +0.2% |
| 502 | Crestwood Advisors Group#502 · 114,586 sh | 114,586 | $10.6M | 0.16% | -14.1% |
| 503 | Investment Management of Ontario#503 · 114,067 sh | 114,067 | $10.5M | 0.13% | -12.0% |
| 504 | Illinois Municipal Retirement Fund#504 · 113,803 sh | 113,803 | $10.5M | 0.12% | +9.8% |
| 505 | Manchester Global Management (UK) Ltd#505 · 113,000 sh | 113,000 | $10.4M | 1.15% | 0.0% |
| 506 | GRIMES & WEALTH MANAGEMENT#506 · 112,739 sh | 112,739 | $10.4M | 0.23% | +308.0% |
| 507 | BURNEY#507 · 111,652 sh | 111,652 | $10.3M | — | -3.8% |
| 508 | Vestmark Advisory Solutions#508 · 111,145 sh | 111,145 | $10.3M | 0.10% | +2.6% |
| 509 | Generali Asset Management SPA SGR#509 · 110,326 sh | 110,326 | $10.2M | — | +6.1% |
| 510 | Norinchukin Bank, The#510 · 107,701 sh | 107,701 | $9.9M | 0.10% | +6.6% |
| 511 | SIG BROKERAGE#511 · 107,681 sh | 107,681 | $9.9M | 0.19% | +0.1% |
| 512 | CULLEN INVESTMENT GROUP, LTD.#512 · 106,747 sh | 106,747 | $9.8M | — | +7.3% |
| 513 | Clarkston Capital Partners#513 · 106,637 sh | 106,637 | $9.8M | 0.83% | -12.8% |
| 514 | OPPENHEIMER ASSET MANAGEMENT#514 · 106,500 sh | 106,500 | $9.8M | 0.10% | -16.4% |
| 515 | MidFirst Bank#515 · 105,826 sh | 105,826 | $9.8M | 0.69% | +0.4% |
| 516 | Kentucky Retirement Systems#516 · 105,429 sh | 105,429 | $9.7M | 0.24% | +10.1% |
| 517 | ALLSTATE#517 · 105,334 sh | 105,334 | $9.7M | 0.10% | -19.6% |
| 518 | Dana Investment Advisors#518 · 105,228 sh | 105,228 | $9.7M | 0.25% | +8.1% |
| 519 | Morningstar Investment Management#519 · 102,422 sh | 102,422 | $9.6M | 0.59% | 0.0% |
| 520 | Timber Creek Capital Management#520 · 103,265 sh | 103,265 | $9.5M | 1.94% | -2.3% |
| 521 | CHOREO#521 · 102,186 sh | 102,186 | $9.4M | 0.10% | -1.7% |
| 522 | GCM Grosvenor#522 · 101,819 sh | 101,819 | $9.4M | 0.41% | 0.0% |
| 523 | NOMURA#523 · 101,417 sh | 101,417 | $9.4M | 0.01% | +83.2% |
| 524 | Formuepleje A/S#524 · 101,262 sh | 101,262 | $9.3M | — | +29.1% |
| 525 | EVERGREEN CAPITAL MANAGEMENT#525 · 99,476 sh | 99,476 | $9.2M | — | -3.9% |
| 526 | Aptus Capital Advisors#526 · 98,727 sh | 98,727 | $9.1M | 0.06% | +2.4% |
| 527 | UNIVEST FINANCIAL#527 · 98,042 sh | 98,042 | $9.0M | 0.44% | +0.8% |
| 528 | FIRST NATIONAL#528 · 97,349 sh | 97,349 | $9.0M | 0.30% | -11.5% |
| 529 | GHP Investment Advisors#529 · 97,007 sh | 97,007 | $9.0M | — | +15.5% |
| 530 | Geneos Wealth Management#530 · 96,731 sh | 96,731 | $8.9M | 0.18% | +0.3% |
| 531 | CAISSE DES DEPOTS ET CONSIGNATIONS#531 · 96,292 sh | 96,292 | $8.9M | 0.15% | 0.0% |
| 532 | ADVOCATE GROUP#532 · 95,814 sh | 95,814 | $8.8M | — | -2.5% |
| 533 | Lafayette Investments#533 · 95,470 sh | 95,470 | $8.8M | 1.62% | +0.6% |
| 534 | CI INVESTMENTS#534 · 95,338 sh | 95,338 | $8.8M | 0.03% | +58.7% |
| 535 | Waverly Advisors#535 · 93,682 sh | 93,682 | $8.6M | 0.05% | -26.6% |
| 536 | KCM INVESTMENT ADVISORS#536 · 93,216 sh | 93,216 | $8.6M | 0.26% | -0.1% |
| 537 | Aviance Capital Partners#537 · 92,462 sh | 92,462 | $8.5M | 0.89% | +0.8% |
| 538 | SRS Capital Advisors#538 · 92,395 sh | 92,395 | $8.5M | 0.06% | +274.2% |
| 539 | Colonial Advisors#539 · 91,978 sh | 91,978 | $8.5M | 0.59% | +2.3% |
| 540 | ALLIANZ SE#540 · 91,848 sh | 91,848 | $8.5M | 0.09% | +1.5% |
| 541 | HARTFORD INVESTMENT MANAGEMENT#541 · 90,623 sh | 90,623 | $8.4M | 0.24% | -5.2% |
| 542 | Southeast Asset Advisors#542 · 90,283 sh | 90,283 | $8.3M | 0.85% | +16.7% |
| 543 | COMMERCE BANK#543 · 88,912 sh | 88,912 | $8.2M | 0.04% | +1.6% |
| 544 | PRING TURNER CAPITAL GROUP#544 · 75,036 sh | 75,036 | $8.1M | 4.63% | +0.3% |
| 545 | Maryland State Retirement & Pension System#545 · 87,258 sh | 87,258 | $8.1M | 0.14% | +3.5% |
| 546 | MARK ASSET MANAGEMENT#546 · 87,107 sh | 87,107 | $8.0M | 0.54% | +25.4% |
| 547 | Meiji Yasuda Asset Management Ltd.#547 · 86,812 sh | 86,812 | $8.0M | 0.36% | +4.9% |
| 548 | American Assets Investment Management#548 · 86,674 sh | 86,674 | $8.0M | 0.48% | 0.0% |
| 549 | Oak Harvest Investment Services#549 · 85,893 sh | 85,893 | $7.9M | — | -33.9% |
| 550 | BALYASNY ASSET MANAGEMENT L.P.#550 · 85,847 sh | 85,847 | $7.9M | <0.01% | -89.4% |
| 551 | FAGAN ASSOCIATES#551 · 85,286 sh | 85,286 | $7.9M | — | +2.1% |
| 552 | Sendero Wealth Management#552 · 84,898 sh | 84,898 | $7.8M | — | +26.1% |
| 553 | Hamilton Capital Partners#553 · 84,573 sh | 84,573 | $7.8M | 0.23% | +50.7% |
| 554 | Redmond Asset Management#554 · 83,966 sh | 83,966 | $7.7M | 1.93% | -1.4% |
| 555 | Xcel Wealth Management#555 · 83,623 sh | 83,623 | $7.7M | — | +213.5% |
| 556 | Krilogy Financial#556 · 83,505 sh | 83,505 | $7.7M | — | +21.5% |
| 557 | Louisiana State Employees Retirement System#557 · 83,500 sh | 83,500 | $7.7M | — | -1.9% |
| 558 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#558 · 83,125 sh | 83,125 | $7.7M | 0.89% | +55.9% |
| 559 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#559 · 83,087 sh | 83,087 | $7.7M | 0.19% | +5.6% |
| 560 | OPPENHEIMER#560 · 82,536 sh | 82,536 | $7.6M | — | -1.4% |
| 561 | NewEdge Wealth#561 · 81,949 sh | 81,949 | $7.6M | 0.08% | +0.6% |
| 562 | 1832 Asset Management L.P.#562 · 81,760 sh | 81,760 | $7.5M | <0.01% | -44.6% |
| 563 | BALDWIN WEALTH PARTNERS#563 · 81,615 sh | 81,615 | $7.5M | — | -12.2% |
| 564 | NAPLES GLOBAL ADVISORS#564 · 81,562 sh | 81,562 | $7.5M | 0.46% | +8.0% |
| 565 | Capital Investment Counsel#565 · 81,255 sh | 81,255 | $7.5M | — | -2.0% |
| 566 | Wealthspire Advisors#566 · 80,222 sh | 80,222 | $7.4M | 0.04% | +90.6% |
| 567 | Spectrum Financial Alliance Ltd#567 · 79,758 sh | 79,758 | $7.4M | 1.08% | -3.2% |
| 568 | BI Asset Management Fondsmaeglerselskab A/S#568 · 76,969 sh | 76,969 | $7.1M | — | -7.0% |
| 569 | MARCO INVESTMENT MANAGEMENT#569 · 76,668 sh | 76,668 | $7.1M | 0.47% | 0.0% |
| 570 | Farther Finance Advisors#570 · 76,446 sh | 76,446 | $7.1M | — | +4.8% |
| 571 | Gilman Hill Asset Management#571 · 75,825 sh | 75,825 | $7.0M | — | +2.0% |
| 572 | ICICI Prudential Asset Management Ltd#572 · 75,780 sh | 75,780 | $7.0M | 0.77% | +61.0% |
| 573 | Radnor Capital Management#573 · 75,710 sh | 75,710 | $7.0M | — | -8.8% |
| 574 | Birch Capital Management#574 · 74,765 sh | 74,765 | $6.9M | 3.37% | +5.8% |
| 575 | WRIGHT INVESTORS SERVICE#575 · 74,625 sh | 74,625 | $6.9M | 1.88% | +4.0% |
| 576 | MGO ONE SEVEN#576 · 74,619 sh | 74,619 | $6.9M | 0.11% | -8.8% |
| 577 | KAVAR CAPITAL PARTNERS GROUP#577 · 74,442 sh | 74,442 | $6.9M | 0.85% | +2.8% |
| 578 | Advisory Resource Group#578 · 74,203 sh | 74,203 | $6.8M | — | +6.0% |
| 579 | Caprock Group#579 · 73,931 sh | 73,931 | $6.8M | 0.13% | -7.9% |
| 580 | Capricorn Fund Managers Ltd#580 · 73,700 sh | 73,700 | $6.8M | 0.54% | New |
| 581 | Integrated Advisors Network#581 · 73,637 sh | 73,637 | $6.8M | — | +96.6% |
| 582 | Ravenswood Partners#582 · 73,282 sh | 73,282 | $6.8M | 2.16% | +28.4% |
| 583 | AG2R LA MONDIALE GESTION D'ACTIFS#583 · 73,190 sh | 73,190 | $6.8M | — | +7.6% |
| 584 | CLOVERFIELDS CAPITAL GROUP#584 · 72,957 sh | 72,957 | $6.7M | 2.04% | +2.6% |
| 585 | Kohmann Bosshard Financial Services#585 · 72,757 sh | 72,757 | $6.7M | 0.57% | 0.0% |
| 586 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#586 · 72,127 sh | 72,127 | $6.7M | 0.43% | +390.1% |
| 587 | Oliver Luxxe Assets#587 · 71,774 sh | 71,774 | $6.6M | — | +14.0% |
| 588 | Integrated Wealth Concepts#588 · 70,991 sh | 70,991 | $6.6M | 0.03% | +157.0% |
| 589 | Merit Financial Group#589 · 70,252 sh | 70,252 | $6.5M | 0.04% | -4.1% |
| 590 | Dai-ichi Life Insurance Company, Ltd#590 · 68,834 sh | 68,834 | $6.4M | 0.15% | -5.9% |
| 591 | Salvus Wealth Management#591 · 67,597 sh | 67,597 | $6.2M | — | -5.7% |
| 592 | Investment Research & Advisory Group#592 · 67,427 sh | 67,427 | $6.2M | — | +0.8% |
| 593 | Citizens Business Bank#593 · 67,276 sh | 67,276 | $6.2M | 0.93% | -3.8% |
| 594 | Americana Partners#594 · 67,179 sh | 67,179 | $6.2M | 0.14% | -3.4% |
| 595 | Pacific Capital Partners Ltd#595 · 67,044 sh | 67,044 | $6.2M | 5.35% | 0.0% |
| 596 | Central Pacific Bank - Division#596 · 66,848 sh | 66,848 | $6.2M | — | -4.8% |
| 597 | CONDOR CAPITAL MANAGEMENT#597 · 66,818 sh | 66,818 | $6.2M | 0.46% | +0.1% |
| 598 | PRENTISS SMITH#598 · 66,695 sh | 66,695 | $6.2M | 3.38% | -1.4% |
| 599 | LaFleur & Godfrey#599 · 66,139 sh | 66,139 | $6.1M | 0.72% | -2.6% |
| 600 | Legal Advantage Investments#600 · 65,960 sh | 65,960 | $6.1M | — | -1.1% |
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.