SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Twin Lakes Capital Management#601 · 65,320 sh | 65,320 | $6.0M | 2.30% | -0.6% |
| 602 | Plato Investment Management Ltd#602 · 65,701 sh | 65,701 | $6.0M | 0.34% | +15.2% |
| 603 | American Investment Advisors#603 · 64,855 sh | 64,855 | $6.0M | 2.95% | +26.0% |
| 604 | Siemens Fonds Invest GmbH#604 · 64,494 sh | 64,494 | $6.0M | 0.29% | +0.5% |
| 605 | MUFG Securities EMEA plc#605 · 63,986 sh | 63,986 | $5.9M | 0.06% | -6.6% |
| 606 | AMG National Bank#606 · 63,906 sh | 63,906 | $5.9M | 0.12% | -36.2% |
| 607 | SCOTIA CAPITAL#607 · 63,745 sh | 63,745 | $5.9M | 0.02% | -1.0% |
| 608 | Metis Global Partners#608 · 63,624 sh | 63,624 | $5.9M | 0.13% | -11.4% |
| 609 | BOKF, NA#609 · 63,347 sh | 63,347 | $5.8M | 0.08% | +7.3% |
| 610 | National Philanthropic#610 · 63,328 sh | 63,328 | $5.8M | 0.08% | -0.7% |
| 611 | GILL CAPITAL PARTNERS#611 · 63,240 sh | 63,240 | $5.8M | — | +99.7% |
| 612 | CONNING#612 · 63,081 sh | 63,081 | $5.8M | 0.17% | +11.8% |
| 613 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#613 · 62,936 sh | 62,936 | $5.8M | 0.02% | -4.8% |
| 614 | Savant Capital#614 · 61,009 sh | 61,009 | $5.8M | 0.02% | +109.4% |
| 615 | IFP Advisors#615 · 62,623 sh | 62,623 | $5.8M | — | -1.9% |
| 616 | Private Advisor Group#616 · 62,141 sh | 62,141 | $5.7M | 0.03% | -40.8% |
| 617 | Raiffeisen Bank International AG#617 · 63,127 sh | 63,127 | $5.7M | 0.07% | +99.2% |
| 618 | Laird Norton Wetherby Company#618 · 61,797 sh | 61,797 | $5.7M | 0.11% | -2.0% |
| 619 | GAMCO INVESTORS, ET AL#619 · 61,247 sh | 61,247 | $5.7M | 0.05% | +99.4% |
| 620 | KLEIN PAVLIS & PEASLEY FINANCIAL#620 · 60,771 sh | 60,771 | $5.6M | — | +8.9% |
| 621 | LINCOLN CAPITAL#621 · 59,949 sh | 59,949 | $5.5M | — | -0.2% |
| 622 | Graham Capital Management, L.P.#622 · 59,890 sh | 59,890 | $5.5M | 0.10% | +2.1% |
| 623 | GAM Holding AG#623 · 59,343 sh | 59,343 | $5.5M | 0.42% | -9.3% |
| 624 | TOKIO MARINE ASSET MANAGEMENT LTD#624 · 59,309 sh | 59,309 | $5.5M | — | 0.0% |
| 625 | BLI - Banque de Luxembourg Investments#625 · 60,000 sh | 60,000 | $5.4M | 0.19% | New |
| 626 | THOMPSON SIEGEL & WALMSLEY#626 · 58,932 sh | 58,932 | $5.4M | 0.10% | -4.9% |
| 627 | East Coast Asset Management#627 · 58,826 sh | 58,826 | $5.4M | 0.87% | +0.3% |
| 628 | PEAK6#628 · 58,780 sh | 58,780 | $5.4M | 0.01% | New |
| 629 | COMMERZBANK AKTIENGESELLSCHAFT#629 · 58,614 sh | 58,614 | $5.4M | 0.11% | -4.0% |
| 630 | AlTi Global#630 · 58,184 sh | 58,184 | $5.4M | 0.11% | +0.4% |
| 631 | William Allan#631 · 57,834 sh | 57,834 | $5.3M | — | -0.8% |
| 632 | Kingsview Wealth Management#632 · 57,815 sh | 57,815 | $5.3M | 0.06% | +768.0% |
| 633 | OneDigital Investment Advisors#633 · 57,720 sh | 57,720 | $5.3M | 0.04% | +20.1% |
| 634 | Hennion & Walsh Asset Management#634 · 57,465 sh | 57,465 | $5.3M | — | +2.6% |
| 635 | Lincoln Capital#635 · 57,109 sh | 57,109 | $5.3M | — | -1.8% |
| 636 | Osmosis Investment Management UK Ltd#636 · 57,016 sh | 57,016 | $5.3M | 0.24% | -49.3% |
| 637 | Delaney Dennis R#637 · 56,825 sh | 56,825 | $5.2M | 1.67% | +13.3% |
| 638 | First American Bank#638 · 56,704 sh | 56,704 | $5.2M | 0.29% | +0.1% |
| 639 | Perkins Coie#639 · 56,704 sh | 56,704 | $5.2M | — | -1.7% |
| 640 | PITTENGER & ANDERSON#640 · 56,604 sh | 56,604 | $5.2M | 0.19% | -5.2% |
| 641 | SOMERVILLE KURT F#641 · 56,560 sh | 56,560 | $5.2M | 1.25% | +5.7% |
| 642 | ALGERT GLOBAL#642 · 55,892 sh | 55,892 | $5.2M | 0.06% | -0.5% |
| 643 | GAMMA Investing#643 · 55,827 sh | 55,827 | $5.2M | — | +20.5% |
| 644 | Provident Investment Management#644 · 55,700 sh | 55,700 | $5.1M | — | -89.1% |
| 645 | PUZO MICHAEL J#645 · 55,627 sh | 55,627 | $5.1M | 1.32% | +12.2% |
| 646 | Y-Intercept (Hong Kong) Ltd#646 · 55,437 sh | 55,437 | $5.1M | — | +262.4% |
| 647 | Harrington Investments#647 · 55,368 sh | 55,368 | $5.1M | — | -2.4% |
| 648 | Red Spruce Capital#648 · 55,267 sh | 55,267 | $5.1M | — | +29.2% |
| 649 | Badgley Phelps Wealth Managers#649 · 54,238 sh | 54,238 | $5.0M | — | -21.5% |
| 650 | Equitable#650 · 54,020 sh | 54,020 | $5.0M | 0.02% | -24.6% |
| 651 | NBC SECURITIES#651 · 54,015 sh | 54,015 | $5.0M | — | +1.3% |
| 652 | Brookstone Capital Management#652 · 53,915 sh | 53,915 | $5.0M | — | +4.3% |
| 653 | Orange Investment Advisors#653 · 53,830 sh | 53,830 | $5.0M | — | +6.5% |
| 654 | HB Wealth Management#654 · 53,661 sh | 53,661 | $5.0M | — | -16.6% |
| 655 | Leelyn Smith#655 · 53,425 sh | 53,425 | $4.9M | 0.60% | +4.1% |
| 656 | Stenger Family Office#656 · 52,772 sh | 52,772 | $4.9M | — | +60.9% |
| 657 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#657 · 52,415 sh | 52,415 | $4.8M | 0.06% | -1.9% |
| 658 | DAYMARK WEALTH PARTNERS#658 · 52,332 sh | 52,332 | $4.8M | 0.12% | +3.6% |
| 659 | Intrinsic Value Partners#659 · 52,280 sh | 52,280 | $4.8M | 3.30% | -0.2% |
| 660 | DARK FOREST CAPITAL MANAGEMENT#660 · 52,214 sh | 52,214 | $4.8M | 0.31% | New |
| 661 | Independent Advisor Alliance#661 · 52,052 sh | 52,052 | $4.8M | 0.11% | +3.8% |
| 662 | Allworth Financial#662 · 51,751 sh | 51,751 | $4.8M | 0.02% | +1.4% |
| 663 | BAILARD#663 · 51,322 sh | 51,322 | $4.7M | — | -3.0% |
| 664 | Prospera Financial Services#664 · 51,294 sh | 51,294 | $4.7M | 0.07% | +1.7% |
| 665 | Empirical Finance#665 · 51,146 sh | 51,146 | $4.7M | 0.20% | +4.1% |
| 666 | Colonial / SC#666 · 51,070 sh | 51,070 | $4.7M | 0.60% | -0.4% |
| 667 | Stratos Wealth Partners, LTD.#667 · 50,809 sh | 50,809 | $4.7M | 0.05% | -14.4% |
| 668 | RNC CAPITAL MANAGEMENT#668 · 50,724 sh | 50,724 | $4.7M | 0.19% | +0.2% |
| 669 | CITIZENS FINANCIAL GROUP#669 · 50,667 sh | 50,667 | $4.7M | — | -53.3% |
| 670 | KEYBANK NATIONAL ASSOCIATION#670 · 50,459 sh | 50,459 | $4.7M | 0.02% | -4.9% |
| 671 | Coppell Advisory Solutions#671 · 82,321 sh | 82,321 | $4.6M | 0.38% | New |
| 672 | NATIXIS#672 · 50,350 sh | 50,350 | $4.6M | 0.02% | -86.8% |
| 673 | Arini Captial Management Ltd#673 · 50,000 sh | 50,000 | $4.6M | 0.95% | New |
| 674 | Vise Technologies#674 · 49,754 sh | 49,754 | $4.6M | 0.05% | +60.1% |
| 675 | GREENLEAF#675 · 49,653 sh | 49,653 | $4.6M | 0.04% | -1.3% |
| 676 | Clean Yield Group#676 · 49,314 sh | 49,314 | $4.6M | 1.13% | +4.3% |
| 677 | MUFG SECURITIES AMERICAS#677 · 49,238 sh | 49,238 | $4.5M | 0.23% | +6.5% |
| 678 | Voya Financial Advisors#678 · 49,992 sh | 49,992 | $4.5M | 0.40% | -6.3% |
| 679 | Patriot Financial Group Insurance Agency#679 · 48,934 sh | 48,934 | $4.5M | — | -45.3% |
| 680 | NICOLET BANKSHARES#680 · 46,455 sh | 46,455 | $4.5M | 0.14% | -4.4% |
| 681 | ARQ WEALTH ADVISORS#681 · 44,613 sh | 44,613 | $4.5M | 0.56% | -8.4% |
| 682 | Cercano Management#682 · 28,280 sh | 28,280 | $4.5M | 0.43% | -92.8% |
| 683 | Hixon Zuercher#683 · 48,603 sh | 48,603 | $4.5M | — | -0.6% |
| 684 | Capital Analysts#684 · 48,221 sh | 48,221 | $4.4M | 0.10% | -4.5% |
| 685 | Strategic Global Advisors#685 · 48,208 sh | 48,208 | $4.4M | 0.63% | +3.5% |
| 686 | North Dakota State Investment Board#686 · 48,181 sh | 48,181 | $4.4M | 0.18% | -2.6% |
| 687 | Victrix Investment Advisors#687 · 48,070 sh | 48,070 | $4.4M | — | +6.2% |
| 688 | Hunter Perkins Capital Management#688 · 47,856 sh | 47,856 | $4.4M | 0.99% | 0.0% |
| 689 | SECURIAN ASSET MANAGEMENT#689 · 43,441 sh | 43,441 | $4.4M | 0.16% | -4.1% |
| 690 | Sanibel Captiva Company#690 · 47,751 sh | 47,751 | $4.4M | 0.11% | -3.3% |
| 691 | Lombard Odier Asset Management (Switzerland) SA#691 · 47,634 sh | 47,634 | $4.4M | 0.14% | -1.4% |
| 692 | Secure Asset Management#692 · 47,530 sh | 47,530 | $4.4M | — | +10.6% |
| 693 | Malaga Cove Capital#693 · 47,451 sh | 47,451 | $4.4M | — | -1.1% |
| 694 | SGL Investment Advisors#694 · 40,332 sh | 40,332 | $4.4M | 1.50% | +2.5% |
| 695 | TANDEM CAPITAL MANAGEMENT#695 · 46,778 sh | 46,778 | $4.3M | — | -0.6% |
| 696 | Rossmore Private Capital#696 · 46,454 sh | 46,454 | $4.3M | 0.35% | 0.0% |
| 697 | DELTA CAPITAL MANAGEMENT#697 · 46,425 sh | 46,425 | $4.3M | — | +2.4% |
| 698 | SAM Advisors#698 · 46,059 sh | 46,059 | $4.2M | 1.16% | +3.1% |
| 699 | HUNTINGTON NATIONAL BANK#699 · 45,955 sh | 45,955 | $4.2M | 0.02% | +2.5% |
| 700 | Main Street Research#700 · 45,887 sh | 45,887 | $4.2M | 0.20% | -1.0% |
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.