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

161 institutions reported holding $317.4M of SCHWAB (SCHJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($38.4M), Hamrick Investment Counsel, llc ($18.4M), HARTLINE INVESTMENT CORP/ ($18.3M), ALLSTATE CORP ($17.8M), Cetera Investment Advisers ($11.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$38.4M1.6MAdded
2Hamrick Investment Counsel, llc$18.4M746,160Added
3HARTLINE INVESTMENT CORP/$18.3M741,444Added
4ALLSTATE CORP$17.8M721,760New
5Cetera Investment Advisers$11.3M456,337Added
6Columbus Macro, LLC$10.3M418,460Added
7White Wing Wealth Management$10.3M417,474Trimmed
8Sightline Wealth Advisors, LLC$10.3M416,772Added
9LPL Financial LLC$10.2M412,877Added
10Cape Investment Advisory, Inc.$8.5M346,191Added
11SlateStone Wealth, LLC$7.9M321,351Added
12BANK OF AMERICA CORP /DE/$7.5M305,331Added
13Meridian Wealth Management, LLC$7.4M301,188Added
14MML INVESTORS SERVICES, LLC$6.7M272,850New
15FF Advisors,LLC$6.5M264,253Added
16Compass Financial Group, INC/SD$6.0M244,346Added
17VAN STRUM & TOWNE INC.$5.4M218,661Added
18Waverly Advisors, LLC$5.1M205,206Added
19HighTower Advisors, LLC$4.6M186,597Trimmed
20WELLS FARGO & COMPANY/MN$4.6M186,053Added
21JPMORGAN CHASE & CO$4.1M167,948Added
22Modera Wealth Management, LLC$4.1M165,267Trimmed
23GOLDMAN SACHS GROUP INC$4.0M162,493New
24Kestra Advisory Services, LLC$3.9M156,918Trimmed
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.8M154,856Trimmed

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