SCHWAB CHARLES CORP (SCHW) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 2,330
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Choate Investment Advisors#801 · 32,941 sh | 32,941 | $3.0M | 0.05% | -3.3% |
| 802 | Lakehouse Capital Pty Ltd#802 · 32,894 sh | 32,894 | $3.0M | — | 0.0% |
| 803 | MASTERINVEST Kapitalanlage GmbH#803 · 32,732 sh | 32,732 | $3.0M | 0.26% | +22.1% |
| 804 | Harfst & Associates#804 · 32,702 sh | 32,702 | $3.0M | — | +2.4% |
| 805 | Finer Wealth Management#805 · 32,665 sh | 32,665 | $3.0M | — | +0.8% |
| 806 | Decatur Capital Management#806 · 32,459 sh | 32,459 | $3.0M | 1.02% | New |
| 807 | CWA Asset Management Group#807 · 32,141 sh | 32,141 | $3.0M | — | -2.9% |
| 808 | Oakmont Investment Advisors#808 · 32,113 sh | 32,113 | $3.0M | — | New |
| 809 | BEACON FINANCIAL GROUP#809 · 32,102 sh | 32,102 | $3.0M | — | -0.6% |
| 810 | Strata Wealth Advisors#810 · 31,904 sh | 31,904 | $2.9M | — | +0.2% |
| 811 | Chaney Capital Management#811 · 31,840 sh | 31,840 | $2.9M | 0.92% | +0.4% |
| 812 | TEMA ETFS#812 · 31,695 sh | 31,695 | $2.9M | — | +10.6% |
| 813 | Parsonex Advisory Services#813 · 31,672 sh | 31,672 | $2.9M | 2.54% | +6.3% |
| 814 | SMITHBRIDGE ASSET MANAGEMENT#814 · 31,655 sh | 31,655 | $2.9M | — | -1.3% |
| 815 | CARY STREET PARTNERS FINANCIAL#815 · 31,648 sh | 31,648 | $2.9M | 0.06% | -2.4% |
| 816 | MONETA GROUP INVESTMENT ADVISORS#816 · 31,637 sh | 31,637 | $2.9M | 0.02% | -11.1% |
| 817 | GPM Growth Investors#817 · 31,304 sh | 31,304 | $2.9M | 1.21% | -7.0% |
| 818 | SIGNATUREFD#818 · 31,293 sh | 31,293 | $2.9M | — | -4.1% |
| 819 | ALERUS FINANCIAL NA#819 · 31,269 sh | 31,269 | $2.9M | 0.13% | -30.5% |
| 820 | Royal Palms Capital#820 · 31,257 sh | 31,257 | $2.9M | — | +11.5% |
| 821 | Compass Wealth Management#821 · 30,946 sh | 30,946 | $2.9M | — | -3.2% |
| 822 | Mraz, Amerine & Associates#822 · 30,923 sh | 30,923 | $2.9M | 0.41% | 0.0% |
| 823 | Carmel Capital Partners#823 · 30,862 sh | 30,862 | $2.8M | 0.94% | -6.2% |
| 824 | HAGER INVESTMENT MANAGEMENT SERVICES#824 · 30,840 sh | 30,840 | $2.8M | 1.31% | +3.8% |
| 825 | HARBOR CAPITAL ADVISORS#825 · 30,794 sh | 30,794 | $2.8M | — | +0.2% |
| 826 | CAPITAL ADVISORS#826 · 30,710 sh | 30,710 | $2.8M | 0.04% | -3.0% |
| 827 | JOHN G ULLMAN & ASSOCIATES#827 · 30,595 sh | 30,595 | $2.8M | 0.34% | New |
| 828 | Scott & Selber#828 · 30,562 sh | 30,562 | $2.8M | — | 0.0% |
| 829 | Westview Management dba Westview Investment Advisors#829 · 30,304 sh | 30,304 | $2.8M | 1.37% | -1.0% |
| 830 | Iowa State Bank#830 · 30,099 sh | 30,099 | $2.8M | — | -0.5% |
| 831 | Resolute Capital Asset Partners#831 · 30,000 sh | 30,000 | $2.8M | 1.18% | -64.7% |
| 832 | Savvy Advisors#832 · 29,938 sh | 29,938 | $2.8M | 0.06% | -20.6% |
| 833 | Juno Financial Group#833 · 29,809 sh | 29,809 | $2.8M | — | +8.1% |
| 834 | IFG Advisory#834 · 29,741 sh | 29,741 | $2.7M | 0.10% | New |
| 835 | V-Square Quantitative Management#835 · 29,685 sh | 29,685 | $2.7M | — | -13.0% |
| 836 | Capital Investment Advisory Services#836 · 29,597 sh | 29,597 | $2.7M | 0.17% | +2.9% |
| 837 | Kintegral Advisory#837 · 29,547 sh | 29,547 | $2.7M | — | 0.0% |
| 838 | Capital International#838 · 29,528 sh | 29,528 | $2.7M | 0.02% | 0.0% |
| 839 | FORA Capital#839 · 29,544 sh | 29,544 | $2.7M | 0.19% | New |
| 840 | CANANDAIGUA NATIONAL BANK#840 · 29,489 sh | 29,489 | $2.7M | — | — |
| 841 | Texas Yale Capital#841 · 29,459 sh | 29,459 | $2.7M | 0.06% | +18.7% |
| 842 | Dempze Nancy E#842 · 29,447 sh | 29,447 | $2.7M | 1.30% | +14.8% |
| 843 | Sterling Investment Advisors, Ltd.#843 · 29,271 sh | 29,271 | $2.7M | 0.45% | -6.8% |
| 844 | JT Stratford#844 · 29,267 sh | 29,267 | $2.7M | 0.30% | +13.9% |
| 845 | RITHOLTZ WEALTH MANAGEMENT#845 · 29,058 sh | 29,058 | $2.7M | 0.04% | -2.0% |
| 846 | BRIDGEWAY CAPITAL MANAGEMENT#846 · 28,920 sh | 28,920 | $2.7M | 0.05% | 0.0% |
| 847 | PETTYJOHN, WOOD & WHITE#847 · 28,863 sh | 28,863 | $2.7M | 0.39% | +2.7% |
| 848 | Bridgewater Associates#848 · 28,728 sh | 28,728 | $2.7M | 0.01% | +27.1% |
| 849 | TCG Advisory Services#849 · 28,612 sh | 28,612 | $2.6M | 0.05% | -31.1% |
| 850 | CENTAURUS FINANCIAL#850 · 28,472 sh | 28,472 | $2.6M | 0.11% | +6.3% |
| 851 | Dakota Wealth Management#851 · 28,405 sh | 28,405 | $2.6M | 0.05% | -0.3% |
| 852 | Meiji Yasuda Life Insurance#852 · 28,338 sh | 28,338 | $2.6M | 0.09% | +0.7% |
| 853 | Wynn Capital#853 · 28,315 sh | 28,315 | $2.6M | — | +0.7% |
| 854 | Focus Partners Advisor Solutions#854 · 28,312 sh | 28,312 | $2.6M | 0.02% | +50.3% |
| 855 | COLDSTREAM CAPITAL MANAGEMENT#855 · 28,285 sh | 28,285 | $2.6M | 0.03% | +4.6% |
| 856 | NORDEN GROUP#856 · 28,238 sh | 28,238 | $2.6M | — | +5.2% |
| 857 | Vontobel Holding Ltd.#857 · 28,129 sh | 28,129 | $2.6M | — | -26.6% |
| 858 | Martin Capital Advisors, LLP#858 · 28,119 sh | 28,119 | $2.6M | — | 0.0% |
| 859 | VAUGHAN DAVID INVESTMENTS#859 · 28,087 sh | 28,087 | $2.6M | 0.05% | 0.0% |
| 860 | MOUNT VERNON ASSOCIATES#860 · 28,000 sh | 28,000 | $2.6M | — | -6.0% |
| 861 | Cypress Capital#861 · 27,970 sh | 27,970 | $2.6M | — | -2.7% |
| 862 | Valeo Financial Advisors#862 · 27,938 sh | 27,938 | $2.6M | — | -1.4% |
| 863 | Gs Investments#863 · 27,706 sh | 27,706 | $2.6M | 1.85% | -26.1% |
| 864 | Global Retirement Partners#864 · 27,556 sh | 27,556 | $2.5M | 0.04% | — |
| 865 | Roundview Capital#865 · 27,397 sh | 27,397 | $2.5M | 0.14% | -31.3% |
| 866 | GARRISON BRADFORD & ASSOCIATES#866 · 27,360 sh | 27,360 | $2.5M | 2.74% | 0.0% |
| 867 | Fifth Third Wealth Advisors#867 · 27,340 sh | 27,340 | $2.5M | — | -5.3% |
| 868 | Cetera Company, N.A#868 · 27,330 sh | 27,330 | $2.5M | 1.27% | -0.1% |
| 869 | Hudson Canyon Capital Management#869 · 27,139 sh | 27,139 | $2.5M | 1.34% | -3.3% |
| 870 | GREENUP STREET WEALTH MANAGEMENT#870 · 27,091 sh | 27,091 | $2.5M | 0.30% | -31.8% |
| 871 | Roberts Wealth Advisors#871 · 27,086 sh | 27,086 | $2.5M | — | +2.7% |
| 872 | HBK Sorce Advisory#872 · 23,120 sh | 23,120 | $2.5M | 0.05% | -0.5% |
| 873 | Kozak & Associates#873 · 25,933 sh | 25,933 | $2.5M | 0.43% | -6.4% |
| 874 | CORRECT CAPITAL WEALTH MANAGEMENT#874 · 26,854 sh | 26,854 | $2.5M | 0.43% | -4.9% |
| 875 | L2 Asset Management#875 · 26,792 sh | 26,792 | $2.5M | 0.26% | -5.1% |
| 876 | Ascent Wealth Partners#876 · 26,572 sh | 26,572 | $2.5M | — | +3.7% |
| 877 | Ballentine Partners#877 · 26,461 sh | 26,461 | $2.4M | 0.03% | -0.3% |
| 878 | Coastline#878 · 26,421 sh | 26,421 | $2.4M | — | -0.3% |
| 879 | iA Global Asset Management#879 · 26,386 sh | 26,386 | $2.4M | 0.03% | -75.9% |
| 880 | Banque Cantonale Vaudoise#880 · 26,197 sh | 26,197 | $2.4M | 0.09% | +8.6% |
| 881 | Advisory Services Network#881 · 26,157 sh | 26,157 | $2.4M | 0.03% | -5.6% |
| 882 | INSIGNEO ADVISORY SERVICES#882 · 26,043 sh | 26,043 | $2.4M | 0.09% | +38.9% |
| 883 | LGT Fund Management Ltd.#883 · 25,906 sh | 25,906 | $2.4M | 0.10% | -10.5% |
| 884 | Cannon Capital Management#884 · 25,895 sh | 25,895 | $2.4M | 2.03% | +4.9% |
| 885 | WealthPlan Investment Management#885 · 25,881 sh | 25,881 | $2.4M | — | -10.3% |
| 886 | Aspen Investment Management#886 · 25,797 sh | 25,797 | $2.4M | 0.64% | +2.1% |
| 887 | PINNACLE ASSOCIATES LTD#887 · 25,749 sh | 25,749 | $2.4M | — | +6.8% |
| 888 | OF VERMONT#888 · 25,718 sh | 25,718 | $2.4M | — | — |
| 889 | Simmons Bank#889 · 25,706 sh | 25,706 | $2.4M | 0.14% | -7.8% |
| 890 | Annis Gardner Whiting Capital Advisors#890 · 25,565 sh | 25,565 | $2.4M | 0.35% | +0.5% |
| 891 | Westover Capital Advisors#891 · 25,540 sh | 25,540 | $2.4M | — | -1.1% |
| 892 | VCI Wealth Management#892 · 25,509 sh | 25,509 | $2.4M | 0.59% | New |
| 893 | Ancora Advisors#893 · 25,476 sh | 25,476 | $2.4M | 0.05% | -1.4% |
| 894 | Dynamic Advisor Solutions#894 · 25,348 sh | 25,348 | $2.3M | — | +13.3% |
| 895 | Pine Valley Investments Ltd Liability#895 · 25,306 sh | 25,306 | $2.3M | 0.09% | +14.7% |
| 896 | TritonPoint Partners#896 · 25,260 sh | 25,260 | $2.3M | 0.19% | +11.1% |
| 897 | LOM Asset Management Ltd#897 · 25,121 sh | 25,121 | $2.3M | 0.60% | +6.4% |
| 898 | AustralianSuper Pty Ltd#898 · 25,052 sh | 25,052 | $2.3M | 0.01% | -97.6% |
| 899 | Anchor Bay Capital#899 · 21,366 sh | 21,366 | $2.3M | 1.25% | — |
| 900 | Mitsubishi UFJ Asset Management (UK) Ltd.#900 · 25,000 sh | 25,000 | $2.3M | — | 0.0% |
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.