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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,268 managers (2,321 13F filers) reported a position in SCHW shares at 2026-06-30, 1,440,941,526 shares in all. 148 filers opened a position and 160 filers sold out during the quarter.

Managers
2,268
13F filers
2,321
New
148
Added
907
Reduced
964
Sold out
160
Shares held by filers
1,440,941,526

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stockman Wealth Management, Inc.2,800$258K0.03%-10013F-HRTimeline
Norway Savings Bank2,780$257K0.11%-40013F-HRTimeline
Second Line Capital, LLC2,773$256K0.05%-21713F-HR/ATimeline
BWM Planning, LLC2,772$256K0.06%new13F-HRTimeline
TFR Capital, LLC.2,769$255K0.07%+14713F-HRTimeline
Jacobi Capital Management LLC2,767$255K0.01%+19713F-HRTimeline
Verdence Capital Advisors LLC2,764$255K0.01%-20713F-HRTimeline
Plante Moran Financial Advisors, LLC2,764$255K0.01%013F-HRTimeline
W.H. Cornerstone Investments Inc.2,732$252K0.14%+913F-HRTimeline
Berger Financial Group, Inc2,720$251K0.01%-1513F-HRTimeline
111 Capital2,715$251K0.04%-1,08513F-HRTimeline
Davis Capital Management2,713$250K0.15%+1,69513F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,709$250K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,704$249K0.01%+11413F-HRTimeline
Riverbend Wealth Management, LLC2,698$249K0.13%+35413F-HRTimeline
Redhawk Wealth Advisors, Inc.2,687$248K0.02%-4113F-HRTimeline
Grove Bank & Trust2,685$248K0.02%013F-HRTimeline
Dynamic Wealth Strategies, LLC2,682$247K0.13%+1,05813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,681$247K0.02%+113F-HRTimeline
Stonebrook Private Inc.2,679$247K0.05%+45013F-HRTimeline
BOYAR ASSET MANAGEMENT INC.2,675$247K0.14%-13013F-HRTimeline
Cache Advisors, LLC2,675$247K0.02%013F-HRTimeline
Oxinas Partners, LLC2,672$247K0.1%+313F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,668$246K0.01%+19613F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,665$246K0.05%013F-HRTimeline
Convergence Financial, LLC2,662$246K0.02%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC2,660$245K0.13%-2013F-HRTimeline
Regent Peak Wealth Advisors LLC2,657$245K0.05%-12413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,651$245K0.01%new13F-HRTimeline
GTS SECURITIES LLC2,650$245K0.01%-8,73213F-HRTimeline
Greystone Financial Group, LLC2,647$244K0.07%-41813F-HRTimeline
Broadleaf Partners, LLC2,640$244K0.05%013F-HRTimeline
Allied Investment Advisors, LLC2,639$244K0.03%013F-HRTimeline
TRUE Private Wealth Advisors2,631$243K0.02%-713F-HRTimeline
Birch Hill Investment Advisors LLC2,630$243K0.01%new13F-HRTimeline
INVESTMENT HOUSE LLC2,615$241K0.01%013F-HR/ATimeline
Linden Thomas Advisory Services, LLC2,614$241K0.02%+3213F-HRTimeline
Asset Dedication, LLC2,611$241K0.02%-43913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,606$240K0.02%+21813F-HRTimelineGroup
MJP ASSOCIATES INC /ADV2,603$240K0.03%-17113F-HRTimeline
Knuff & Co LLC2,600$240K0.06%+1,90013F-HRTimeline
Olistico Wealth, LLC2,599$240K0.1%+113F-HRTimeline
GRANDFIELD & DODD, LLC2,589$239K0.01%+10913F-HRTimeline
Burns Matteson Capital Management, LLC2,588$239K0.08%-1,83113F-HRTimeline
Almanack Investment Partners, LLC.2,586$239K0.03%+5013F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,585$239K0.11%-32513F-HRTimeline
SMART Wealth LLC2,584$238K0.05%-6,17613F-HRTimeline
Summit Financial Wealth Advisors, LLC2,581$238K0.03%+4713F-HRTimeline
Cornell Pochily Investment Advisors, In…2,580$238K0.06%+7313F-HRTimeline
Prospera Capital Management, LLC2,358$237K0.07%+813F-HRTimeline
D'Orazio & Associates, Inc.2,570$237K0.03%-5913F-HRTimeline
SIMON QUICK ADVISORS, LLC2,565$237K0.01%-15213F-HRTimeline
Five Oceans Advisors2,556$236K0.08%-913F-HRTimeline
Wood Tarver Financial Group, LLC2,543$234K0.06%+413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,534$234K0.01%-57013F-HRTimeline
Bond & Devick Financial Network, Inc.2,533$234K0.06%013F-HRTimeline
Strategic Blueprint, LLC2,531$234K0.01%-8113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,531$233K0.07%-4213F-HRTimeline
L. Roy Papp & Associates, LLP2,528$233K0.02%+313F-HRTimeline
Northside Capital Management, LLC2,506$231K0.02%013F-HRTimeline
HENNESSY ADVISORS INC2,500$231K0.01%013F-HRTimeline
Clearwave Capital, LLC2,483$229K0.13%-1,50113F-HRTimeline
Private Advisory Group LLC2,482$229K0.01%new13F-HRTimeline
Laurion Capital Management LP2,471$228K0.02%-30,76213F-HRTimeline
Capital Investment Management, Inc.2,461$227K0.07%-213F-HRTimeline
NBZ Investment Advisors LLC2,455$227K0.09%+1013F-HRTimeline
D.B. Root & Company, LLC2,439$225K0.05%-813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,436$225K0.04%+213F-HRTimeline
Douglass Winthrop Advisors, LLC2,433$224K<0.01%013F-HRTimeline
NINE MASTS CAPITAL Ltd2,423$224K0.02%+1,36513F-HRTimeline
Balefire, LLC2,408$222K0.04%+2213F-HRTimeline
STOCK YARDS BANK & TRUST CO2,408$222K0.01%+6513F-HR/ATimeline
Marest Capital, LLC2,398$221K0.11%new13F-HRTimeline
Banco BTG Pactual S.A.2,397$221K0.03%new13F-HRTimeline
STEVENS CAPITAL PARTNERS2,397$221K0.04%new13F-HRTimeline
MQS Management LLC2,395$221K0.27%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,387$220K0.01%+113F-HRTimeline
Segment Wealth Management, LLC2,376$219K0.01%-8813F-HRTimeline
Pine Harbor Wealth Management, LLC2,364$218K0.06%013F-HRTimeline
GW&K Investment Management, LLC2,361$218K<0.01%-23613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,320$218K0.03%013F-HRTimeline
Corundum Group, Inc.2,360$218K0.06%+18513F-HRTimeline
Sather Financial Group Inc2,351$217K0.01%-66713F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,349$217K0.09%+313F-HRTimeline
Manchester Capital Management LLC2,341$216K0.03%-14013F-HRTimeline
Schneider Downs Wealth Management Advis…2,339$216K0.02%+4113F-HRTimeline
McLean Asset Management Corp2,050$216K0.03%new13F-HRTimeline
Whalen Wealth Management Inc.2,329$215K0.1%new13F-HRTimeline
J.M. Arbour, LLC2,324$214K0.18%+2013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,320$214K0.02%+313F-HRTimeline
LeConte Wealth Management, LLC2,310$213K0.12%+7613F-HRTimeline
Morling Financial Advisors, LLC2,305$213K0.06%+513F-HRTimeline
FourThought Financial Partners, LLC2,302$212K0.02%new13F-HRTimeline
Jacobsen Capital Management2,297$212K0.06%-3913F-HRTimeline
Bellwether Advisors, LLC2,288$211K0.03%-8413F-HRTimeline
SOA Wealth Advisors, LLC.2,283$211K0.04%-34813F-HRTimeline
Ignite Planners, LLC2,283$211K0.03%-3613F-HRTimeline
Three Bridge Wealth Advisors, LLC2,274$210K0.05%013F-HRTimeline
Midwest Financial Group LLC2,266$209K0.07%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,256$208K0.01%+4613F-HRTimeline
EWA, LLC2,256$208K0.04%-36613F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV2,250$208K0.17%013F-HRTimeline
WestHill Financial Advisors, Inc.2,250$208K0.04%-43613F-HRTimeline
New Covenant Trust Company, N.A.2,239$207K0.16%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,234$206K0.05%013F-HRTimelineGroup
Main Street Financial Solutions, LLC2,232$206K0.01%-31713F-HRTimeline
Tumwater Wealth Management, LLC2,228$206K0.07%013F-HRTimeline
Asset Management Group, Inc.2,225$205K0.03%-7213F-HRTimeline
Teamwork Financial Advisors, LLC2,223$205K0.02%013F-HRTimeline
WorthPointe, LLC2,212$204K0.05%-313F-HRTimeline
Safeguard Investment Advisory Group, LLC2,208$204K0.05%+513F-HRTimeline
Aspire Capital Advisors LLC2,207$204K0.04%+713F-HRTimeline
Granite Harbor Advisors, Inc.2,207$204K0.08%+813F-HRTimeline
Rydar Equities, Inc.2,015$204K0.11%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC2,204$203K0.03%+713F-HRTimeline
Mach-1 Financial Group, LLC2,202$203K0.08%-9,39213F-HRTimeline
MEYER HANDELMAN CO2,200$203K0.01%013F-HRTimeline
CTC Alternative Strategies, Ltd.2,200$203K0.29%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,198$203K0.01%-40113F-HRTimeline
Blue Edge Capital, LLC2,198$203K0.02%013F-HRTimeline
First Financial Bankshares Inc2,186$202K<0.01%-8713F-HRTimeline
Revolve Wealth Partners, LLC2,171$200K0.02%-813F-HRTimeline
R. W. Roge & Company, Inc.2,170$200K0.08%013F-HRTimeline
BIRCHBROOK, INC.2,167$200K0.09%013F-HRTimeline
Hendershot Investments Inc.2,165$200K0.03%013F-HRTimeline
LRI Investments, LLC2,158$199K0.02%-2,49813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,146$198K0.14%-3413F-HRTimeline
Ceeto Capital Group, LLC2,125$196K0.05%013F-HRTimeline
SBI Securities Co., Ltd.2,101$194K<0.01%-11313F-HRTimeline
TrustBankin group TrustBank2,088$193K0.07%-15013F-HRTimelineGroup
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd2,047$189K<0.01%13F-HRTimelineGroup
Principia Wealth Advisory, LLC2,019$186K0.09%-7113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,974$182K0.05%-5613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,957$181K0.07%-31713F-HRTimeline
Medallion Wealth Advisors, LLC1,957$180K0.06%-24613F-HRTimeline
Ulland Investment Advisors, LLC1,936$179K0.13%013F-HRTimeline
Bruce G. Allen Investments, LLC1,784$165K0.1%-213F-HRTimeline
Aberdeen Wealth Management LLC1,771$163K0.08%-2,58413F-HRTimeline
Rossby Financial, LCC1,744$161K0.03%+41513F-HRTimeline
Hartford Financial Management Inc.1,742$161K0.04%013F-HRTimeline
Eurizon SLJ Capital Ltd1,726$159K0.06%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,720$159K0.02%-14,30713F-HRTimeline
Longview Financial Advisors LLC1,706$157K0.08%+213F-HRTimeline
Tower View Wealth Management LLC1,700$157K0.07%-30013F-HRTimeline
Pflug Koory, LLC1,662$153K0.06%013F-HRTimeline
SRH ADVISORS, LLC1,655$153K0.04%013F-HRTimeline
REXFORD CAPITAL INC1,651$152K0.09%013F-HRTimeline
Ares Financial Consulting, LLC1,631$151K0.11%+2613F-HRTimeline
Bell Investment Advisors, Inc1,597$147K0.02%-11713F-HRTimeline
Aster Capital Management (DIFC) Ltd1,587$146K0.03%new13F-HR/ATimeline
Truvestments Capital LLC1,550$143K0.02%-57213F-HRTimeline
MTM Investment Management, LLC1,545$143K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,534$142K0.01%+3113F-HR/ATimeline
City State Bank1,526$141K0.03%+1113F-HRTimeline
Riverview Trust Co1,524$141K0.17%013F-HRTimeline
Corsicana & Co.1,500$138K0.07%013F-HRTimeline
YANKCOM Partnership1,440$133K0.05%-2313F-HRTimeline
Northwest & Ethical Investments L.P.1,455$132K<0.01%-10,54913F-HRTimeline
BARRETT & COMPANY, INC.1,407$130K0.04%-10713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,389$127K0.01%new13F-HRTimeline
Crewe Advisors LLC1,371$126K0.01%+21213F-HRTimeline
ZEGA Investments, LLC1,362$126K0.02%+113F-HRTimeline
Asset Planning,Inc1,349$124K0.08%+213F-HRTimeline
DT Investment Partners, LLC1,348$124K0.01%013F-HRTimeline
EFG International AGin group EFG International AG1,340$124K<0.01%+20213F-HRTimelineGroup
Wilkerson Advisory Group LLC1,295$120K0.04%-5413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,267$117K0.03%+213F-HRTimeline
Indiana Trust & Investment Management Co1,267$117K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,264$117K<0.01%013F-HRTimelineGroup
Community Bank, N.A.1,250$115K0.01%+33213F-HRTimeline
Crews Bank & Trust1,221$113K0.01%+4613F-HRTimeline
Cranbrook Wealth Management, LLC1,220$113K0.02%-31513F-HRTimeline
Sherman Asset Management, Inc.1,214$112K0.09%013F-HRTimeline
Essential Partners LLC1,209$112K0.05%-1,97113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,202$111K0.04%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,192$110K0.03%+15713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,186$109K0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,178$109K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC1,173$108K0.04%013F-HRTimeline
Synergy Investment Management, LLC1,136$108K0.03%+21613F-HRTimeline
Atlatl Advisers LLC1,170$108K0.03%new13F-HRTimeline
First Command Advisory Services, Inc.1,159$107K<0.01%+21113F-HRTimeline
Silver Grove Financial Group, Inc.1,151$106K0.06%new13F-HRTimeline
ENTRUST FINANCIAL LLC1,139$105K0.07%+113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,130$104K0.09%013F-HRTimeline
Graney & King, LLC1,129$104K0.04%013F-HRTimeline
Leo H. Evart, Inc.1,127$104K0.08%+413F-HRTimeline
First Bancorp, Inc /ME/1,125$104K0.04%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,105$102K0.05%new13F-HRTimeline
EASTERN BANK1,096$101K<0.01%-44813F-HRTimeline
Fortitude Family Office, LLC1,079$99.6K0.02%+35713F-HRTimeline
Capital Advisors, Ltd. LLC1,067$98K0.01%013F-HRTimeline
Covestor Ltd1,058$98K0.06%-8013F-HRTimeline
Westside Investment Management, Inc.1,056$97.4K0.01%013F-HRTimeline
Lavaca Capital LLC1,043$96.2K0.01%+413F-HRTimeline
Darwin Wealth Management, LLC1,040$96K0.03%+113F-HRTimeline
Center for Financial Planning, Inc.1,020$94.1K0.01%013F-HRTimeline
TOEWS CORP /ADV1,000$92.3K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,000$92K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC988$91.2K0.02%+213F-HRTimeline