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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,957 managers (1,997 13F filers) reported a position in SCHW shares at 2024-12-31, 1,497,386,491 shares in all. 151 filers opened a position and 108 filers sold out during the quarter.

Managers
1,957
13F filers
1,997
New
151
Added
707
Reduced
756
Sold out
108
Shares held by filers
1,497,386,491

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
West Oak Capital, LLC34,612$25.6K0.91%+4013F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC337$24.9K0.01%+4713F-HRTimeline
Dunhill Financial, LLC333$24.7K0.01%+12013F-HRTimeline
Private Wealth Management Group, LLC331$24.5K0.01%013F-HRTimeline
Sachetta, LLC327$24.2K0.01%+1413F-HRTimeline
GPS Wealth Strategies Group, LLC320$23.7K<0.01%013F-HRTimeline
Investors Research Corp319$23.6K0.01%013F-HRTimeline
Beacon Capital Management, LLC318$23.6K<0.01%-2013F-HRTimeline
Cassady Schiller Wealth Management, LLC314$23.2K0.01%+5513F-HRTimeline
Bear Mountain Capital, Inc.278$22.8K0.01%-3713F-HRTimeline
Park Square Financial Group, LLC300$22.2K0.02%13F-HRTimeline
Ransom Advisory, Ltd300$22.2K0.01%013F-HRTimeline
Battery Global Advisors, LLC298$22.1K0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC292$21.6K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC291$21.6K0.01%013F-HRTimeline
Abound Wealth Management284$21K0.01%-813F-HRTimeline
Valued Wealth Advisors LLC282$20.9K0.01%-513F-HRTimeline
Trifecta Capital Advisors, LLC282$20.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC276$20.4K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC275$20.4K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC243$20.1K<0.01%+1613F-HRTimeline
Financial Connections Group, Inc.271$20K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC269$19.9K0.02%-12813F-HRTimeline
Pathway Financial Advisers, LLC268$19.8K0.01%+113F-HRTimeline
SIERRA OCEAN, LLC262$19.4K0.02%13F-HRTimeline
Roxbury Financial LLC225$18.6K0.02%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.217$18K0.01%new13F-HRTimeline
Transce3nd, LLC224$16.6K0.01%13F-HRTimeline
Hurley Capital, LLC221$16.5K0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.217$16.1K<0.01%+313F-HRTimeline
Mascoma Wealth Management LLC217$16.1K<0.01%-6613F-HRTimeline
Glen Eagle Advisors, LLC217$16.1K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC211$15.6K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC224$15K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp201$14.9K0.01%13F-HRTimeline
Westside Investment Management, Inc.200$14.8K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.200$14.8K0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…200$14.8K<0.01%-7713F-HRTimeline
Fourth Dimension Wealth, LLC200$14.8K0.01%13F-HRTimeline
Silicon Valley Capital Partners197$14.6K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC195$14.4K0.01%13F-HRTimeline
CBIZ Investment Advisory Services, LLC195$14.4K<0.01%+2513F-HRTimeline
Gleason Group, Inc.192$14.2K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp191$14.1K<0.01%+13913F-HRTimelineGroup
FIRST COMMUNITY TRUST NA188$13.9K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC186$13.8K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC185$13.7K0.01%13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI182$13.5K<0.01%new13F-HRTimeline
CoreFirst Bank & Trust182$13.5K0.01%013F-HRTimeline
McIlrath & Eck, LLC181$13.4K<0.01%+5013F-HRTimeline
NCP Inc.181$13.4K0.01%-8713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC180$13.3K0.02%013F-HRTimeline
STEPH & CO179$13.2K<0.01%-18413F-HRTimeline
EnRich Financial Partners LLC175$13K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.174$12.9K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.172$12.7K0.01%+15413F-HRTimeline
MRP Capital Investments, LLC165$12.2K0.01%+5013F-HRTimeline
ADIRONDACK TRUST CO165$12.2K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC153$11.3K<0.01%-7913F-HR/ATimeline
Hoese & Co LLP152$11.2K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC150$11.1K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.149$11K0.01%013F-HRTimeline
PrairieView Partners, LLC162$11K<0.01%013F-HRTimeline
Red Tortoise LLC148$11K0.01%013F-HRTimeline
Creative Capital Management Investments…145$10.7K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC127$10.6K0.01%-5013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…127$10.6K0.01%-5013F-HRTimelineGroup
SITTNER & NELSON, LLC142$10.5K<0.01%013F-HRTimeline
New England Capital Financial Advisors …142$10.5K0.01%+113F-HRTimeline
Winch Advisory Services, LLC134$9.91K<0.01%-2813F-HRTimeline
NFSG Corp130$9.64K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …130$9.62K<0.01%013F-HRTimelineGroup
GoalVest Advisory LLC130$9.62K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC129$9.55K<0.01%-2913F-HR/ATimeline
First Pacific Financial125$9.25K<0.01%013F-HRTimeline
Avion Wealth126$9K<0.01%+3613F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.121$8.96K0.04%new13F-HRTimeline
Riggs Asset Managment Co. Inc.121$8.95K<0.01%-10413F-HRTimeline
ICON ADVISERS INC/CO120$8.88K<0.01%new13F-HRTimeline
Towne Trust Company, N.A116$8.59K<0.01%013F-HRTimeline
NewSquare Capital LLC116$8.59K<0.01%new13F-HRTimeline
Menard Financial Group LLC116$8.59K0.01%new13F-HRTimeline
Fairman Group, LLC115$8.51K0.01%-6913F-HRTimeline
Pineridge Advisors LLC114$8.44K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC114$8.44K<0.01%+1913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC113$8.36K<0.01%013F-HRTimeline
Robbins Farley108$7.99K<0.01%013F-HRTimeline
FLP Wealth Management, LLC105$7.76K0.02%13F-HRTimeline
HighMark Wealth Management LLC103$7.62K<0.01%-10613F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$7.4K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC100$7.4K<0.01%13F-HRTimeline
Wingate Wealth Advisors, Inc.96$7.11K0.01%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST90$6.66K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.90$6.66K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC87$6.46K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates83$6.14K<0.01%013F-HRTimeline
TFC Financial Management, Inc.82$6.07K<0.01%+1513F-HRTimeline
CONQUIS FINANCIAL LLC81$6K0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.76$5.62K<0.01%013F-HRTimeline
High Note Wealth, LLC73$5.4K<0.01%new13F-HRTimeline
Mattson Financial Services, LLC82$5.31K<0.01%-23,87413F-HRTimeline
Global Trust Asset Management, LLC71$5.25K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC70$5.18K<0.01%13F-HRTimeline
FIRST UNITED BANK & TRUST65$4.81K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC65$4.81K<0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.62$4.59K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC60$4.44K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC58$4.29K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC53$3.92K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC52$3.85K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC51$3.8K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC51$3.8K<0.01%013F-HRTimeline
Tidemark, LLC51$3.77K<0.01%013F-HRTimeline
TD Capital Management LLC48$3.56K<0.01%new13F-HRTimeline
Bangor Savings Bank46$3.4K<0.01%013F-HRTimeline
Westend Capital Management, LLC45$3.33K<0.01%013F-HRTimeline
PayPay Securities Corp43$3.18K0.14%013F-HRTimeline
Quest 10 Wealth Builders, Inc.43$3.18K<0.01%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC43$3.15K<0.01%+2313F-HRTimeline
HBC Financial Services, PLLC50$3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.36$2.98K<0.01%13F-HRTimeline
Mendota Financial Group, LLC40$2.96K<0.01%-1,79113F-HRTimeline
Ruedi Wealth Management, Inc.40$2.96K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC40$2.96K0.07%13F-HRTimeline
HOEY INVESTMENTS, INC39$2.89K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…39$2.89K<0.01%new13F-HRTimelineGroup
WINNACLE WEALTH LLC35$2.55K<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.33$2.44K<0.01%+1613F-HRTimeline
Nemes Rush Group LLC33$2.44K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC37$2.4K<0.01%new13F-HRTimelineGroup
WestEnd Advisors, LLC31$2.29K<0.01%+313F-HRTimeline
Strategic Investment Solutions, Inc. /IL32$2.23K<0.01%-10513F-HRTimeline
DecisionPoint Financial, LLC28$2.09K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA23$1.7K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.20$1.5K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.20$1.48K<0.01%-9813F-HRTimeline
Kimelman & Baird, LLC19$1.41K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.18$1.33K<0.01%13F-HRTimeline
2UniFi Bank17$1.26K<0.01%13F-HRTimeline
Robinswood Financial LLC17$1.26K<0.01%013F-HRTimeline
JDM Financial Group LLC16$1.18K<0.01%013F-HRTimeline
True Wealth Design, LLC16$1.18K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.12$888<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.11$8350.08%-11,86913F-HRTimeline
NVWM, LLC8$592<0.01%013F-HRTimeline
Activest Wealth Management6$444<0.01%+613F-HRTimeline
Sugar Maple Asset Management, LLC5$370<0.01%new13F-HRTimeline
Aspect Partners, LLC4$296<0.01%013F-HRTimeline
West Branch Capital LLC1$75<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC1$75<0.01%013F-HRTimeline
REAP Financial Group, LLC1$56<0.01%-14913F-HRTimeline
Pacific Center for Financial Services0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
RE Dickinson Investment Advisors, LLC6$4<0.01%new13F-HR/ATimeline
Global Frontier Investments LLC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
TUCKER ASSET MANAGEMENT LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,845$374+1,01513F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.