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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,994 managers (2,033 13F filers) reported a position in SCHW shares at 2025-03-31, 1,521,902,394 shares in all. 184 filers opened a position and 137 filers sold out during the quarter.

Managers
1,994
13F filers
2,033
New
184
Added
894
Reduced
669
Sold out
137
Shares held by filers
1,521,902,394

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gould Capital, LLC600$47K0.03%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN590$46.2K<0.01%-1,00013F-HRTimeline
Glass Jacobson Investment Advisors llc616$45.6K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.584$45.4K<0.01%-2713F-HRTimeline
Carolina Wealth Advisors, LLC565$44.2K0.02%013F-HRTimeline
Investors Research Corp559$43.8K0.01%+24013F-HRTimeline
AlphaQuest LLC559$43.8K<0.01%-6,97213F-HRTimeline
Atala Financial Inc556$43.5K0.03%013F-HRTimeline
Knuff & Co LLC546$42.7K0.01%-6013F-HRTimeline
Clark Wealth Partners542$42.4K0.03%+213F-HRTimeline
HAZLETT, BURT & WATSON, INC.519$41K0.02%+413F-HRTimeline
Byrne Asset Management LLC522$40.9K0.03%-4513F-HRTimeline
Wiser Advisor Group LLC513$40.2K0.06%+113F-HRTimeline
Murphy & Mullick Capital Management Corp512$40.1K0.04%+31113F-HRTimeline
Hughes Financial Services, LLC513$39.8K0.01%new13F-HRTimeline
PSI Advisors, LLC509$39.8K0.01%013F-HRTimeline
2UniFi Bank494$39.3K0.03%+47713F-HRTimeline
North Star Investment Management Corp.500$39.1K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC500$39.1K0.03%013F-HRTimeline
Beacon Capital Management, LLC487$38.1K0.01%+16913F-HRTimeline
Key Financial Inc476$37.3K0.01%+1413F-HRTimeline
Cornerstone Planning Group LLC463$36K0.01%+22013F-HRTimeline
Cranbrook Wealth Management, LLC451$35.3K0.01%-1,28913F-HRTimeline
First PREMIER Bank450$35K0.01%013F-HRTimeline
Core Alternative Capital437$34.2K0.01%-1,09013F-HRTimeline
Washington Trust Advisors, Inc.432$33.8K<0.01%+4513F-HRTimeline
WFA Asset Management Corp458$33.1K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC408$31.9K<0.01%+8813F-HRTimeline
Activest Wealth Management405$31.7K0.01%+39913F-HRTimeline
Your Advocates Ltd., LLP434$31.4K0.01%013F-HRTimeline
CGC Financial Services, LLC400$31.3K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC397$31.1K0.01%+113F-HRTimeline
Stone House Investment Management, LLC395$30.9K0.01%new13F-HRTimeline
American Capital Advisory, LLC395$30.9K0.02%013F-HRTimeline
CBIZ Investment Advisory Services, LLC386$30.2K<0.01%+19113F-HR/ATimeline
Optiver Holding B.V.in group Optiver Holding B.V.381$29.8K<0.01%-14,73213F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC361$28.3K0.05%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.354$27.7K0.01%013F-HRTimeline
Kiker Wealth Management, LLC353$27.6K0.02%new13F-HRTimeline
SIERRA OCEAN, LLC352$27.6K0.02%+9013F-HRTimeline
Main Street Group, LTD352$27.6K0.01%013F-HRTimeline
COUNTRY TRUST BANK350$27.4K<0.01%013F-HR/ATimeline
Westside Investment Management, Inc.350$27.4K0.01%+15013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC337$26.4K0.01%013F-HRTimeline
West Oak Capital, LLC33,462$26.2K1.01%-1,15013F-HRTimeline
Private Wealth Management Group, LLC331$25.9K0.01%013F-HRTimeline
Sachetta, LLC329$25.8K0.01%+213F-HRTimeline
Salomon & Ludwin, LLC328$25.7K<0.01%-8713F-HRTimeline
Dunhill Financial, LLC322$25.2K0.01%-1113F-HRTimeline
ATWOOD & PALMER INC313$24.5K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT310$24.3K<0.01%-14113F-HRTimeline
Accredited Wealth Management, LLC310$24.3K0.02%new13F-HRTimeline
Bogart Wealth, LLC302$23.7K<0.01%+2613F-HRTimeline
Ransom Advisory, Ltd300$23.5K0.01%013F-HRTimeline
Battery Global Advisors, LLC299$23.4K0.01%+113F-HRTimeline
Valued Wealth Advisors LLC297$23.2K0.01%+1513F-HRTimeline
Binnacle Investments Inc296$23.2K0.02%13F-HRTimeline
ADIRONDACK TRUST CO295$23.1K0.01%+13013F-HRTimeline
Beaird Harris Wealth Management, LLC292$22.9K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC291$22.8K0.01%013F-HRTimeline
BFSG, LLC283$22.2K<0.01%-11513F-HRTimeline
Trifecta Capital Advisors, LLC282$22.1K<0.01%013F-HRTimeline
Robinswood Financial LLC279$21.8K0.01%+26213F-HRTimeline
Frazier Financial Advisors, LLC269$21.1K0.02%013F-HRTimeline
Financial Connections Group, Inc.271$21K0.01%013F-HRTimeline
TOBAM242$19K0.01%-2,26313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VISION FINANCIAL MARKETS LLC241$18.8K0.02%+5613F-HRTimeline
J.Safra Asset Management Corp239$18.7K<0.01%-26313F-HR/ATimeline
Abound Wealth Management233$18.2K0.01%-5113F-HRTimeline
REDMONT WEALTH ADVISORS LLC232$18.2K0.04%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…230$18K<0.01%-14813F-HRTimeline
Roxbury Financial LLC226$18K0.02%+113F-HRTimeline
STEPH & CO227$17.8K0.01%+4813F-HRTimeline
Hurley Capital, LLC222$17.4K0.01%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC224$17K0.01%013F-HRTimeline
Mascoma Wealth Management LLC217$17K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC217$17K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.214$16.8K<0.01%-313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC214$16.8K0.01%+10113F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC211$16.5K<0.01%013F-HRTimelineGroup
Flaharty Asset Management, LLC210$16.4K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV217$16K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.204$16K<0.01%+3013F-HRTimeline
Vermillion Wealth Management, Inc.200$15.7K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…200$15.7K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$15.7K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC195$15.3K0.02%013F-HRTimeline
Gleason Group, Inc.193$15.1K<0.01%+113F-HRTimeline
Tradewinds Capital Management, LLC187$14.6K<0.01%+113F-HRTimeline
Nova Wealth Management, Inc.185$14.5K0.01%new13F-HR/ATimeline
NFSG Corp183$14.3K<0.01%+5313F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI182$14.2K<0.01%013F-HRTimeline
NCP Inc.181$14.2K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC180$14.1K0.02%013F-HRTimeline
McIlrath & Eck, LLC176$13.7K<0.01%-513F-HRTimeline
Financial Network Wealth Advisors LLC173$13.5K0.02%new13F-HRTimeline
Bear Mountain Capital, Inc.163$13.2K0.01%-11513F-HRTimeline
Global Financial Private Client, LLC160$12.5K<0.01%+4613F-HRTimeline
PrairieView Partners, LLC162$12K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC153$12K<0.01%013F-HR/ATimeline
Hoese & Co LLP152$11.9K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC150$11.7K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.149$11.7K0.01%013F-HRTimeline
True Wealth Design, LLC149$11.7K<0.01%+13313F-HRTimeline
Red Tortoise LLC148$11.6K0.01%013F-HRTimeline
Transce3nd, LLC146$11.4K0.01%-7813F-HRTimeline
Golden State Wealth Management, LLC145$11.4K<0.01%-68913F-HR/ATimeline
New England Capital Financial Advisors …142$11.1K0.01%013F-HRTimeline
SITTNER & NELSON, LLC142$11.1K<0.01%013F-HRTimeline
GoalVest Advisory LLC136$10.6K<0.01%+613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …130$10.2K<0.01%13F-HRTimelineGroup
Tortoise Investment Management, LLC129$10.1K<0.01%013F-HR/ATimeline
Riggs Asset Managment Co. Inc.121$9.47K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.121$9.47K0.03%013F-HRTimeline
Towne Trust Company, N.A116$9.08K<0.01%013F-HRTimeline
MRP Capital Investments, LLC115$9K0.01%-5013F-HRTimeline
Avion Wealth126$9K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…117$9K<0.01%-3,78613F-HRTimelineGroup
Stonebridge Financial Group, LLC114$8.92K<0.01%+1413F-HRTimeline
Robbins Farley108$8.46K<0.01%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.108$8.45K<0.01%13F-HRTimeline
TFC Financial Management, Inc.106$8.3K<0.01%+2413F-HRTimeline
HighMark Wealth Management LLC126$8.3K<0.01%+2313F-HRTimeline
Nalls Sherbakoff Group, LLC103$8.06K0.01%13F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$7.83K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC95$7.44K<0.01%+2513F-HRTimeline
Dogwood Wealth Management LLC94$7.36K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST93$7.28K<0.01%+2813F-HRTimeline
REAP Financial Group, LLC92$7.2K<0.01%+9113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST90$7.04K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.90$7.04K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC87$6.83K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates83$6.5K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.78$6.11K<0.01%+213F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…77$6.03K<0.01%-53313F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC74$5.79K<0.01%new13F-HRTimeline
High Note Wealth, LLC72$5.64K<0.01%-113F-HRTimeline
Global Trust Asset Management, LLC71$5.56K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC68$5.29K<0.01%+1713F-HRTimeline
Holos Integrated Wealth LLC65$5.09K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.62$4.85K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC58$4.54K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC57$4.46K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC56$4.41K<0.01%-7813F-HRTimeline
DUNCKER STREETT & CO INC53$4.15K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC52$4.07K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC52$4.03K<0.01%+1713F-HRTimeline
Tidemark, LLC51$3.99K<0.01%013F-HRTimeline
WestEnd Advisors, LLC50$3.91K<0.01%+1913F-HRTimeline
First Command Advisory Services, Inc.50$3.91K<0.01%new13F-HRTimeline
Perritt Capital Management Inc49$3.84K<0.01%new13F-HRTimeline
TD Capital Management LLC48$3.78K<0.01%013F-HRTimeline
Bangor Savings Bank46$3.6K<0.01%013F-HRTimeline
Garde Capital, Inc.45$3.52K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.45$3.52K<0.01%-12713F-HRTimelineGroup
ROSS\JOHNSON & Associates LLC44$3.44K0.06%+413F-HRTimeline
Fairman Group, LLC46$3.4K<0.01%-6913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC43$3.34K<0.01%013F-HRTimeline
Mendota Financial Group, LLC40$3.13K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.40$3.13K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC39$3.05K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC38$2.98K<0.01%new13F-HRTimeline
Rossby Financial, LCC36$2.88K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.36$2.82K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC34$2.66K<0.01%13F-HRTimeline
PayPay Securities Corp33$2.65K0.15%-1013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.33$2.58K<0.01%013F-HRTimeline
Nemes Rush Group LLC33$2.58K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…27$2.11K<0.01%13F-HRTimeline
Bare Financial Services, Inc26$2.04K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.25$1.96K<0.01%-86913F-HRTimeline
DHJJ Financial Advisors, Ltd.20$1.58K<0.01%013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …20$1.57K<0.01%new13F-HR/ATimelineGroup
Center for Financial Planning, Inc.20$1.57K<0.01%013F-HRTimeline
Kimelman & Baird, LLC19$1.49K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.18$1.41K<0.01%013F-HRTimeline
Trust Co17$1.33K<0.01%new13F-HRTimeline
S&T Bank/PA16$1.25K<0.01%new13F-HRTimeline
JDM Financial Group LLC16$1.25K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC15$1.2K<0.01%new13F-HRTimeline
PFG Private Wealth Management, LLC13$1.01K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.12$939<0.01%013F-HRTimeline
HFM Investment Advisors, LLC10$783<0.01%13F-HRTimeline
NVWM, LLC8$626<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.7$553<0.01%-3613F-HRTimeline
Iron Horse Wealth Management, LLC6$470<0.01%new13F-HRTimeline
Aspect Partners, LLC4$313<0.01%013F-HRTimeline
Caitong International Asset Management …3$235<0.01%-3,03513F-HRTimeline
West Branch Capital LLC1$79<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC1$79<0.01%013F-HRTimeline
DecisionPoint Financial, LLC0$16<0.01%-2813F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,88413F-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 Ltd2,104$443+25913F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.