Filing Research | SCHW - SCHWAB (CHARLES) CORP Institutional Holdings

Snapshot holdings

50 / 692 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	2.6MSH	$235.3M
2	Assenagon Asset Management S.A.	Shares	1.7MSH	$160.9M
3	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.3MSH	$123.4M
4	Ninety One UK Ltd	Shares	1.1MSH	$97.1M
5	Robeco Institutional Asset Management B.V.	Shares	935.1KSH	$86.3M
6	Swedbank AB	Shares	831.5KSH	$76.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	732.8KSH	$74.0M
8	SUMMITRY LLC	Shares	707.0KSH	$65.2M
9	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	671.8KSH	$62.0M
10	CALEDONIA INVESTMENTS PLC	Shares	671.0KSH	$61.9M
11	Crossmark Global Holdings, Inc.	Shares	554.1KSH	$51.1M
12	Crown Oak Advisors, LLC	Shares	471.8KSH	$43.5M
13	Czech National Bank	Shares	465.3KSH	$42.9M
14	Perpetual Ltd	Shares	455.7KSH	$42.0M
15	AMI ASSET MANAGEMENT CORP	Shares	432.7KSH	$39.9M
16	D.A. DAVIDSON & CO.	Shares	424.8KSH	$39.2M
17	Mediolanum International Funds Ltd	Shares	419.3KSH	$38.0M
18	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	411.2KSH	$37.9M
19	Vest Financial, LLC	Shares	407.3KSH	$37.6M
20	ROCKLAND TRUST CO	Shares	391.8KSH	$36.1M
21	EXCHANGE TRADED CONCEPTS, LLC	Shares	379.5KSH	$35.0M
22	IFM Investors Pty Ltd	Shares	377.5KSH	$34.8M
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	361.1KSH	$33.3M
24	Mirae Asset Global Investments Co., Ltd.	Shares	354.7KSH	$32.7M
25	GREATMARK INVESTMENT PARTNERS, INC.	Shares	335.5KSH	$31.0M
26	Sequoia Financial Advisors, LLC	Shares	327.7KSH	$30.2M
27	PensionDanmark Pensionsforsikringsaktieselskab	Shares	326.5KSH	$30.1M
28	BARLOW WEALTH PARTNERS, LLC	Shares	248.9KSH	$25.3M
29	Canada Post Corp Registered Pension Plan	Shares	263.9KSH	$24.4M
30	QRG CAPITAL MANAGEMENT, INC.	Shares	258.7KSH	$23.9M
31	Talbot Financial, LLC	Shares	247.6KSH	$22.8M
32	PARK NATIONAL CORP /OH/	Shares	245.0KSH	$22.6M
33	Police & Firemen's Retirement System of New Jersey	Shares	244.8KSH	$22.6M
34	DUDLEY & SHANLEY, INC.	Shares	240.9KSH	$22.2M
35	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	235.7KSH	$21.7M
36	DAVIDSON INVESTMENT ADVISORS	Shares	234.9KSH	$21.7M
37	Cohen Capital Management, Inc.	Shares	212.4KSH	$19.6M
38	Live Oak Private Wealth LLC	Shares	203.5KSH	$18.8M
39	Addenda Capital Inc.	Shares	202.7KSH	$18.7M
40	United Asset Strategies, Inc.	Shares	196.4KSH	$18.1M
41	DAVENPORT & Co LLC	Shares	192.2KSH	$17.7M
42	CUTLER INVESTMENT COUNSEL LLC	Shares	186.8KSH	$17.2M
43	ARGENT CAPITAL MANAGEMENT LLC	Shares	186.0KSH	$17.2M
44	Courant Investment Management LLC	Shares	183.5KSH	$16.9M
45	Poehling Capital Management, INC.	Shares	179.7KSH	$16.6M
46	Asset Advisors Investment Management, LLC	Shares	175.7KSH	$16.2M
47	Venturi Wealth Management, LLC	Shares	174.7KSH	$16.1M
48	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	164.9KSH	$15.2M
49	Munich Reinsurance Co Stock Corp in Munich	Shares	159.7KSH	$14.7M
50	JACOBSON & SCHMITT ADVISORS, LLC	Shares	155.4KSH	$14.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 725 loaded

#		Instrument
1	Ninety One UK Ltd added	Shares	+474.3K	+$42.8M	$97.1M
2	Perpetual Ltd added	Shares	+437.5K	+$40.3M	$42.0M
3	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+282.4K	+$25.4M	$62.0M
4	Vest Financial, LLC added	Shares	+207.8K	+$18.8M	$37.6M
5	PBU - The Pension Fund of Early Childhood & Youth Educators added	Shares	+205.7K	+$18.6M	$37.9M
6	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+198.5K	+$18.0M	$35.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+27.6K	+$9.4M	$74.0M
8	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+85.1K	+$7.8M	$10.4M
9	Capricorn Fund Managers Ltd new	Shares	+73.7K	+$6.8M	$6.8M
10	Xcel Wealth Management, LLC added	Shares	+57.0K	+$5.2M	$7.7M
11	CALEDONIA INVESTMENTS PLC added	Shares	+60.0K	+$4.5M	$61.9M
12	Boston Common Asset Management, LLC added	Shares	+44.6K	+$4.0M	$10.8M
13	Fideuram Asset Management (Ireland) dac added	Shares	+44.1K	+$3.9M	$4.0M
14	Y-Intercept (Hong Kong) Ltd added	Shares	+40.1K	+$3.7M	$5.1M
15	COMMUNITY TRUST & INVESTMENT CO new	Shares	+39.7K	+$3.7M	$3.7M
16	Skylands Capital, LLC added	Shares	+40.2K	+$3.5M	$12.9M
17	BARLOW WEALTH PARTNERS, LLC added	Shares	+4.9K	+$2.8M	$25.3M
18	Mirae Asset Global Investments Co., Ltd. added	Shares	+35.2K	+$2.7M	$32.7M
19	LEE DANNER & BASS INC added	Shares	+29.3K	+$2.7M	$4.1M
20	ROCKLAND TRUST CO added	Shares	+34.6K	+$2.6M	$36.1M
21	IFM Investors Pty Ltd added	Shares	+33.9K	+$2.5M	$34.8M
22	Canada Post Corp Registered Pension Plan added	Shares	+26.3K	+$2.0M	$24.4M
23	J.W. COLE ADVISORS, INC. new	Shares	+20.8K	+$1.9M	$1.9M
24	Swedbank AB added	Shares	+35.5K	+$1.9M	$76.7M
25	Stenger Family Office, LLC added	Shares	+20.0K	+$1.8M	$4.9M
26	HARMONY ASSET MANAGEMENT LLC new	Shares	+19.2K	+$1.8M	$1.8M
27	Curated Wealth Partners LLC added	Shares	+559.1K	+$1.5M	$1.7M
28	New England Research & Management, Inc. new	Shares	+16.3K	+$1.5M	$1.5M
29	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+21.9K	+$1.5M	$30.1M
30	Trust Asset Management LLC added	Shares	+20.0K	+$1.2M	$2.8M
31	PARAGON CAPITAL MANAGEMENT INC new	Shares	+12.4K	+$1.1M	$1.1M
32	Red Spruce Capital, LLC added	Shares	+12.5K	+$1.1M	$5.1M
33	Munich Reinsurance Co Stock Corp in Munich added	Shares	+14.2K	+$1.1M	$14.7M
34	GHP Investment Advisors, Inc. added	Shares	+13.0K	+$1.1M	$9.0M
35	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+12.9K	+$1.0M	$10.7M
36	BayBridge Capital Group, LLC added	Shares	+11.3K	+$1.0M	$1.5M
37	Crossmark Global Holdings, Inc. added	Shares	+20.3K	+$959.3K	$51.1M
38	SCHARF INVESTMENTS, LLC new	Shares	+8.9K	+$817.4K	$817.4K
39	GAMMA Investing LLC added	Shares	+9.5K	+$797.0K	$5.2M
40	MISSION WEALTH MANAGEMENT, LP added	Shares	+7.8K	+$707.4K	$1.3M
41	Oliver Luxxe Assets LLC added	Shares	+8.8K	+$706.3K	$6.6M
42	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+9.4K	+$665.9K	$11.6M
43	Goldstein Advisors, LLC new	Shares	+6.9K	+$638.1K	$638.1K
44	DAVENPORT & Co LLC added	Shares	+10.5K	+$615.7K	$17.7M
45	Avanza Fonder AB added	Shares	+8.9K	+$595.5K	$13.1M
46	QRG CAPITAL MANAGEMENT, INC. added	Shares	+11.0K	+$589.5K	$23.9M
47	Tailwinds Wealth, LLC added	Shares	+5.7K	+$520.9K	$876.0K
48	SANDERS MORRIS HARRIS LLC added	Shares	+5.5K	+$499.4K	$945.8K
49	CULLEN INVESTMENT GROUP, LTD. added	Shares	+7.3K	+$498.9K	$9.8M
50	Athena Wealth Management, LLC added	Shares	+5.5K	+$486.4K	$1.5M

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