SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | DLK Investment Management#701 · 57,186 sh | 57,186 | $4.2M | — | +1.7% |
| 702 | HOERTKORN RICHARD CHARLES#702 · 45,570 sh | 45,570 | $4.2M | 2.82% | -2.9% |
| 703 | Mengis Capital Management#703 · 58,111 sh | 58,111 | $4.2M | — | -0.1% |
| 704 | Community Financial Services Group#704 · 43,565 sh | 43,565 | $4.2M | — | -6.5% |
| 705 | First National Advisers#705 · 45,087 sh | 45,087 | $4.2M | 0.58% | -4.6% |
| 706 | CHATHAM CAPITAL GROUP#706 · 44,927 sh | 44,927 | $4.1M | — | +0.5% |
| 707 | 180 WEALTH ADVISORS#707 · 44,698 sh | 44,698 | $4.1M | 0.41% | +1.9% |
| 708 | PARK AVENUE SECURITIES#708 · 44,419 sh | 44,419 | $4.1M | — | -1.5% |
| 709 | LEE DANNER & BASS#709 · 44,074 sh | 44,074 | $4.1M | 0.23% | +197.4% |
| 710 | Miracle Mile Advisors#710 · 43,965 sh | 43,965 | $4.1M | 0.05% | -0.5% |
| 711 | KESTRA PRIVATE WEALTH SERVICES#711 · 43,812 sh | 43,812 | $4.0M | 0.04% | +4.5% |
| 712 | Kentucky Retirement Systems Insurance Fund#712 · 43,751 sh | 43,751 | $4.0M | 0.24% | -2.6% |
| 713 | BROWN BROTHERS HARRIMAN#713 · 43,530 sh | 43,530 | $4.0M | 0.02% | +22.5% |
| 714 | Sciencast Management#714 · 43,468 sh | 43,468 | $4.0M | 0.83% | New |
| 715 | Fideuram Asset Management (Ireland) dac#715 · 45,149 sh | 45,149 | $4.0M | 0.08% | +4339.4% |
| 716 | TD PRIVATE CLIENT WEALTH#716 · 43,007 sh | 43,007 | $4.0M | 0.07% | 0.0% |
| 717 | Eagle Bluffs Wealth Management#717 · 42,958 sh | 42,958 | $4.0M | — | +1.0% |
| 718 | LS Investment Advisors#718 · 42,842 sh | 42,842 | $4.0M | — | -3.5% |
| 719 | Sculati Wealth Management#719 · 38,918 sh | 38,918 | $4.0M | — | -0.1% |
| 720 | Gotham Asset Management#720 · 42,753 sh | 42,753 | $3.9M | <0.01% | -3.9% |
| 721 | AE Wealth Management#721 · 42,736 sh | 42,736 | $3.9M | 0.02% | -10.9% |
| 722 | Anchor Investment Management#722 · 42,549 sh | 42,549 | $3.9M | 0.30% | +10.1% |
| 723 | Arkadios Wealth Advisors#723 · 42,544 sh | 42,544 | $3.9M | 0.06% | -37.5% |
| 724 | First Long Island Investors#724 · 42,429 sh | 42,429 | $3.9M | 0.28% | +612.7% |
| 725 | Elefante Mark B#725 · 42,214 sh | 42,214 | $3.9M | 1.68% | +28.5% |
| 726 | Ashton Thomas Private Wealth#726 · 42,207 sh | 42,207 | $3.9M | 0.08% | -16.8% |
| 727 | Buttonwood Financial Advisors#727 · 42,083 sh | 42,083 | $3.9M | — | -0.1% |
| 728 | LGT Group Foundation#728 · 41,986 sh | 41,986 | $3.9M | 0.04% | +7.2% |
| 729 | QUADRANT CAPITAL GROUP#729 · 41,980 sh | 41,980 | $3.9M | — | -50.0% |
| 730 | Destination Wealth Management#730 · 41,976 sh | 41,976 | $3.9M | 0.09% | -6.3% |
| 731 | Diversify Advisory Services#731 · 37,110 sh | 37,110 | $3.9M | — | New |
| 732 | DIVERSIFY WEALTH MANAGEMENT#732 · 37,110 sh | 37,110 | $3.9M | — | +10.6% |
| 733 | Goelzer Investment Management#733 · 41,758 sh | 41,758 | $3.9M | — | -1.4% |
| 734 | BRIGHTON JONES#734 · 41,755 sh | 41,755 | $3.9M | 0.07% | -5.8% |
| 735 | E. Ohman J:or Asset Management AB#735 · 41,700 sh | 41,700 | $3.8M | — | +5.0% |
| 736 | COURIER CAPITAL#736 · 41,684 sh | 41,684 | $3.8M | — | +1.6% |
| 737 | Apollon Wealth Management#737 · 41,677 sh | 41,677 | $3.8M | — | -0.9% |
| 738 | CONSCIOUS WEALTH INVESTMENTS#738 · 38,151 sh | 38,151 | $3.8M | 1.96% | -1.8% |
| 739 | HF Advisory Group#739 · 41,262 sh | 41,262 | $3.8M | — | +7.5% |
| 740 | WESBANCO BANK#740 · 41,170 sh | 41,170 | $3.8M | 0.09% | +575.4% |
| 741 | Chicago Partners Investment Group#741 · 37,381 sh | 37,381 | $3.8M | — | +9.1% |
| 742 | GREAT VALLEY ADVISOR GROUP#742 · 40,951 sh | 40,951 | $3.8M | 0.06% | +3.7% |
| 743 | Lantern Wealth Advisors#743 · 40,907 sh | 40,907 | $3.8M | — | -4.0% |
| 744 | Verition Fund Management#744 · 40,859 sh | 40,859 | $3.8M | <0.01% | +1743.8% |
| 745 | Asio Capital#745 · 40,827 sh | 40,827 | $3.8M | — | +9.7% |
| 746 | Bleakley Financial Group#746 · 40,794 sh | 40,794 | $3.8M | 0.05% | +13.0% |
| 747 | TCW GROUP#747 · 40,500 sh | 40,500 | $3.7M | 0.03% | -11.1% |
| 748 | Pine Haven Investment Counsel#748 · 40,379 sh | 40,379 | $3.7M | 2.50% | -1.0% |
| 749 | Spectrum Asset Management, (NB/CA)#749 · 40,174 sh | 40,174 | $3.7M | — | +0.3% |
| 750 | Wilmington Savings Fund Society, FSB#750 · 39,757 sh | 39,757 | $3.7M | — | -1.7% |
| 751 | COMMUNITY & INVESTMENT#751 · 39,709 sh | 39,709 | $3.7M | — | New |
| 752 | HOWARD FINANCIAL SERVICES, LTD.#752 · 39,567 sh | 39,567 | $3.7M | — | +126.3% |
| 753 | Dorsey & Whitney#753 · 39,508 sh | 39,508 | $3.6M | 0.18% | -8.2% |
| 754 | MONTAG A & ASSOCIATES#754 · 39,480 sh | 39,480 | $3.6M | 0.15% | -10.2% |
| 755 | Marble Wealth#755 · 39,246 sh | 39,246 | $3.6M | 0.55% | +0.2% |
| 756 | Fiduciary Group#756 · 38,870 sh | 38,870 | $3.6M | 0.28% | -3.1% |
| 757 | Kidder Stephen W#757 · 38,865 sh | 38,865 | $3.6M | 0.91% | +1.4% |
| 758 | Nelson Capital Management#758 · 38,450 sh | 38,450 | $3.5M | 0.39% | +1.4% |
| 759 | MEANS INVESTMENT#759 · 38,433 sh | 38,433 | $3.5M | 0.27% | -3.8% |
| 760 | Barnes Dennig Private Wealth Management#760 · 38,245 sh | 38,245 | $3.5M | 2.82% | -5.1% |
| 761 | STABLEFORD CAPITAL II#761 · 37,961 sh | 37,961 | $3.5M | — | -1.2% |
| 762 | GeoWealth Management#762 · 37,919 sh | 37,919 | $3.5M | 0.11% | -4.5% |
| 763 | JOHNSON INVESTMENT COUNSEL#763 · 37,835 sh | 37,835 | $3.5M | 0.03% | +9.7% |
| 764 | Summit Financial#764 · 37,802 sh | 37,802 | $3.5M | 0.04% | -0.2% |
| 765 | ROTHSCHILD INVESTMENT#765 · 37,778 sh | 37,778 | $3.5M | 0.13% | +148.2% |
| 766 | TWIN CAPITAL MANAGEMENT#766 · 37,773 sh | 37,773 | $3.5M | 0.38% | 0.0% |
| 767 | Parallel Advisors#767 · 37,553 sh | 37,553 | $3.5M | 0.05% | -12.2% |
| 768 | Rathbones Group PLC#768 · 37,504 sh | 37,504 | $3.5M | 0.01% | -62.8% |
| 769 | Stonebridge Capital Advisors#769 · 37,354 sh | 37,354 | $3.4M | 0.22% | -1.5% |
| 770 | Vestcor#770 · 37,205 sh | 37,205 | $3.4M | 0.08% | -4.8% |
| 771 | FIDUCIARY FINANCIAL GROUP#771 · 37,152 sh | 37,152 | $3.4M | — | -5.3% |
| 772 | Envestnet Portfolio Solutions#772 · 36,912 sh | 36,912 | $3.4M | 0.02% | -1.0% |
| 773 | Concurrent Investment Advisors#773 · 36,843 sh | 36,843 | $3.4M | — | -13.5% |
| 774 | Fearless Solutions, dba Best Invest#774 · 36,736 sh | 36,736 | $3.4M | — | -2.1% |
| 775 | INKWELL CAPITAL#775 · 36,570 sh | 36,570 | $3.4M | 3.51% | -0.1% |
| 776 | Linscomb Wealth#776 · 36,567 sh | 36,567 | $3.4M | 0.15% | +2.0% |
| 777 | Notis-McConarty Edward#777 · 36,470 sh | 36,470 | $3.4M | 1.45% | +6.8% |
| 778 | CENTRAL BANK#778 · 36,272 sh | 36,272 | $3.3M | — | +0.6% |
| 779 | Sepio Capital#779 · 36,204 sh | 36,204 | $3.3M | — | -8.5% |
| 780 | FSB PREMIER WEALTH MANAGEMENT#780 · 35,941 sh | 35,941 | $3.3M | 0.93% | -11.9% |
| 781 | Kestra Investment Management#781 · 35,882 sh | 35,882 | $3.3M | 0.06% | -13.5% |
| 782 | Annandale Capital#782 · 35,848 sh | 35,848 | $3.3M | 0.45% | 0.0% |
| 783 | PRAXIS INVESTMENT MANAGEMENT#783 · 35,800 sh | 35,800 | $3.3M | 0.17% | 0.0% |
| 784 | Mount Yale Investment Advisors#784 · 35,009 sh | 35,009 | $3.2M | 0.06% | -15.5% |
| 785 | Ally Financial#785 · 35,000 sh | 35,000 | $3.2M | 0.42% | +118.8% |
| 786 | Resonant Capital Advisors#786 · 34,666 sh | 34,666 | $3.2M | — | -2.9% |
| 787 | Signal Advisors Wealth#787 · 34,464 sh | 34,464 | $3.2M | — | +27.9% |
| 788 | TWIN CITY PRIVATE WEALTH#788 · 34,446 sh | 34,446 | $3.2M | 2.23% | +0.8% |
| 789 | Cascade Investment Advisors#789 · 34,445 sh | 34,445 | $3.2M | 1.73% | +1.6% |
| 790 | American#790 · 34,292 sh | 34,292 | $3.2M | 0.24% | -8.5% |
| 791 | Broderick Brian C#791 · 34,152 sh | 34,152 | $3.2M | 0.49% | +9.2% |
| 792 | FINANCIAL ADVISORY PARTNERS#792 · 33,906 sh | 33,906 | $3.1M | — | -0.4% |
| 793 | LRT Capital Management#793 · 33,756 sh | 33,756 | $3.1M | 2.02% | +69.8% |
| 794 | Financiere des Professionnels - Fonds d,investissement#794 · 33,715 sh | 33,715 | $3.1M | 0.18% | 0.0% |
| 795 | WEBSTER BANK, N. A.#795 · 33,435 sh | 33,435 | $3.1M | 0.27% | -4.1% |
| 796 | Meeder Advisory Services#796 · 33,408 sh | 33,408 | $3.1M | 0.11% | -1.8% |
| 797 | AGF MANAGEMENT LTD#797 · 33,386 sh | 33,386 | $3.1M | 0.01% | New |
| 798 | Chemistry Wealth Management#798 · 33,326 sh | 33,326 | $3.1M | — | -0.5% |
| 799 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#799 · 32,995 sh | 32,995 | $3.0M | 0.11% | -14.6% |
| 800 | CRUX WEALTH ADVISORS#800 · 32,981 sh | 32,981 | $3.0M | 1.05% | -3.3% |
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.