Who Owns CHARLES SCHWAB (SCHF)? -- Institutional Holders (2026-06-30)

1,725 institutions reported holding $39.65B of CHARLES SCHWAB (SCHF) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($8.57B), Empower Advisory Group, LLC ($5.06B), Financial Engines Advisors L.L.C. ($4.09B), Wealthfront Advisers LLC ($3.23B), Creative Planning ($1.27B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.57B309.4MAdded
2Empower Advisory Group, LLC$5.06B182.6MTrimmed
3Financial Engines Advisors L.L.C.$4.09B147.7MTrimmed
4Wealthfront Advisers LLC$3.23B116.8MAdded
5Creative Planning$1.27B46.0MTrimmed
6HighTower Advisors, LLC$598.7M21.6MAdded
7Betterment LLC$569.5M20.6MTrimmed
8Miracle Mile Advisors, LLC$446.1M16.1MAdded
9US BANCORP \DE\$400.1M14.4MAdded
10SCS Capital Management LLC$344.3M12.4MTrimmed
11MORGAN STANLEY$340.2M12.3MAdded
12Wealthspire Advisors, LLC$303.0M10.9MTrimmed
13JONES FINANCIAL COMPANIES LLLP$271.2M9.9MAdded
14Orgel Wealth Management, LLC$268.5M9.7MAdded
15Mariner, LLC$268.1M9.7MTrimmed
16McAdam, LLC$258.1M9.3MAdded
17MERCER GLOBAL ADVISORS INC /ADV$241.2M8.7MTrimmed
18Avantax Planning Partners, Inc.$211.2M7.6MAdded
19Cresset Asset Management, LLC$199.9M7.2MAdded
20REBALANCE, LLC$199.7M7.2MAdded
21LPL Financial LLC$199.5M7.2MAdded
22Steele Capital Management, Inc.$195.8M7.1MAdded
23Cerity Partners LLC$191.2M7.4MAdded
24AMERIPRISE FINANCIAL INC$178.9M6.5MAdded
25SageView Advisory Group, LLC$173.3M6.3MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30