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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,109 managers (2,149 13F filers) reported a position in SCHW shares at 2025-06-30, 1,507,888,937 shares in all. 217 filers opened a position and 104 filers sold out during the quarter.

Managers
2,109
13F filers
2,149
New
217
Added
873
Reduced
782
Sold out
104
Shares held by filers
1,507,888,937

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Foster Group, Inc.2,351$215K0.01%new13F-HRTimeline
Brooklyn FI, LLC2,344$214K0.05%new13F-HRTimeline
Bruce G. Allen Investments, LLC2,343$214K0.16%-84113F-HRTimeline
Hilltop National Bank2,336$213K0.06%13F-HRTimeline
Prospera Capital Management, LLC2,332$213K0.12%new13F-HR/ATimeline
CAMDEN NATIONAL BANK2,325$212K0.03%-46713F-HRTimeline
Tower View Wealth Management LLC2,323$212K0.11%new13F-HRTimeline
ATWOOD & PALMER INC2,313$211K0.01%+2,00013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,310$211K0.02%new13F-HRTimeline
New Republic Capital, LLC2,301$210K0.07%new13F-HRTimeline
Jacobsen Capital Management2,294$209K0.08%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…2,289$209K0.07%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,284$208K0.01%new13F-HRTimeline
Interchange Capital Partners, LLC2,281$208K0.05%new13F-HR/ATimeline
MUIRFIELD WEALTH ADVISORS LLC2,266$207K0.16%new13F-HRTimeline
WorthPointe, LLC2,252$205K0.09%-1,12113F-HRTimeline
CAP Partners, LLC2,250$205K0.13%new13F-HRTimeline
SLT Holdings LLC2,250$205K0.15%new13F-HRTimeline
Teamwork Financial Advisors, LLC2,239$204K0.03%new13F-HRTimeline
WP Advisors, LLC2,237$204K0.06%new13F-HRTimeline
Tilson Financial Group, Inc.2,237$204K0.08%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,234$204K0.06%-2613F-HRTimelineGroup
Tumwater Wealth Management, LLC2,228$203K0.09%new13F-HRTimeline
Annex Advisory Services, LLC2,223$203K<0.01%new13F-HRTimeline
Sather Financial Group Inc2,219$202K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,210$202K0.08%+3013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,205$201K0.02%new13F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,200$201K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2,193$200K0.01%+3213F-HRTimeline
BIRCHBROOK, INC.2,167$198K0.11%-9913F-HRTimeline
Ceeto Capital Group, LLC2,125$194K0.07%013F-HRTimeline
Cornerstone Planning Group LLC1,934$187K0.04%+1,47113F-HRTimeline
Ulland Investment Advisors, LLC2,035$186K0.14%-21013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,010$183K0.05%013F-HRTimeline
TD Waterhouse Canada Inc.1,951$178K<0.01%+1,36713F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding1,944$177K0Timeline
Bell Investment Advisors, Inc1,901$173K0.03%+2013F-HRTimeline
SRH ADVISORS, LLC1,855$169K0.05%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,965$164K0.01%+613F-HRTimeline
VSM Wealth Advisory, LLC1,769$161K0.05%+78913F-HRTimeline
Hartford Financial Management Inc.1,742$159K0.04%-5813F-HRTimeline
WFA of San Diego, LLC1,736$158K0.12%13F-HRTimeline
Hemington Wealth Management1,729$157K0.02%+26313F-HRTimeline
City State Bank1,695$155K0.05%013F-HRTimeline
EASTERN BANK1,688$154K<0.01%-71813F-HRTimeline
Leonteq Securities AG1,685$154K0.01%-4,76213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,672$153K<0.01%new13F-HRTimelineGroup
Global Trust Asset Management, LLC1,671$152K0.08%+1,60013F-HRTimeline
Pflug Koory, LLC1,662$152K0.08%-4013F-HRTimeline
REXFORD CAPITAL INC1,651$151K0.12%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,618$148K0.02%-39513F-HRTimelineGroup
AllSquare Wealth Management LLC1,559$142K0.08%013F-HRTimeline
DT Investment Partners, LLC1,545$141K0.01%013F-HRTimeline
MTM Investment Management, LLC1,545$141K0.05%new13F-HRTimeline
Clearstead Trust, LLC1,530$140K0.03%-6013F-HRTimeline
Riverview Trust Co1,524$139K0.17%-1,03113F-HRTimeline
YANKCOM Partnership1,516$138K0.07%013F-HRTimeline
BARRETT & COMPANY, INC.1,514$138K0.05%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,492$136K0.01%+3913F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV1,435$131K0.03%013F-HRTimeline
TRUST CO OF VERMONT1,391$127K0.01%013F-HRTimeline
Truvestments Capital LLC1,367$125K0.02%-17613F-HRTimeline
Catalyst Capital Advisors LLC1,360$124K<0.01%-22013F-HRTimeline
Asset Planning,Inc1,345$123K0.09%+113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,340$122K0.03%+1313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,338$122K<0.01%+16013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dynamic Wealth Strategies, LLC1,304$119K0.09%-24613F-HRTimeline
Indiana Trust & Investment Management Co1,275$116K0.04%013F-HRTimeline
Financial Connections Group, Inc.1,271$115K0.05%+1,00013F-HRTimeline
Northwest Capital Management Inc1,251$114K0.06%+413F-HRTimeline
Wesleyan Assurance Society1,250$114K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,236$113K0.04%+1313F-HRTimeline
Sherman Asset Management, Inc.1,214$111K0.1%-29813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,199$109K<0.01%-75613F-HRTimelineGroup
IMA Advisory Services, Inc.1,158$106K0.01%+813F-HRTimeline
Quarry LP1,156$105K0.02%-31413F-HRTimeline
Millstone Evans Group, LLC1,156$105K0.07%-8713F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,149$105K0.04%new13F-HRTimeline
Crews Bank & Trust1,123$102K0.02%013F-HRTimeline
Pacifica Partners Inc.1,136$102K0.04%-1513F-HRTimeline
Covestor Ltd1,120$102K0.06%-14613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,103$101K0.04%-12513F-HRTimeline
Sound Income Strategies, LLC1,071$97.7K0.01%+3513F-HRTimeline
NewSquare Capital LLC1,070$97.6K0.01%+30913F-HRTimeline
Capital Advisors, Ltd. LLC1,067$97K0.01%-1113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC979$96.6K0.03%new13F-HRTimeline
North Capital, Inc.1,059$96.6K0.08%+113F-HRTimeline
Darwin Wealth Management, LLC1,039$94.8K0.03%013F-HRTimeline
Rise Advisors, LLC1,024$93.4K0.04%+313F-HRTimeline
Graney & King, LLC928$84.7K0.06%013F-HRTimeline
AdvisorNet Financial, Inc927$84.6K0.01%-4013F-HRTimeline
FIRST FINANCIAL CORP /IN/906$82.7K0.04%-2,26813F-HRTimeline
Vermillion & White Wealth Management Gr…866$79K0.05%-213F-HRTimeline
CoreFirst Bank & Trust862$78.6K0.04%new13F-HRTimeline
Pandora Wealth, Inc.854$77.9K0.05%013F-HRTimeline
Disciplina Capital Management LLC842$76.8K0.01%+313F-HRTimeline
Traub Capital Management LLC812$74K0.07%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT810$73.9K<0.01%013F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …800$73K<0.01%-12,60013F-HRTimelineGroup
Painted Porch Advisors LLC775$70.7K0.03%013F-HRTimeline
Center for Financial Planning, Inc.770$70.3K0.01%+75013F-HRTimeline
Harbor Asset Planning, Inc.757$69.1K0.07%13F-HRTimeline
Missouri Trust & Investment Co735$67.1K0.02%-3913F-HRTimeline
J.Safra Asset Management Corp722$65.9K<0.01%+48313F-HR/ATimeline
CREDIT INDUSTRIEL ET COMMERCIAL718$65.5K0.01%-4,76013F-HR/ATimeline
Bullock Wealth Management Group714$65.1K0.03%-14413F-HRTimeline
Signature Resources Capital Management,…707$64.5K0.04%+7213F-HRTimeline
Golden State Wealth Management, LLC705$64.3K0.01%+56013F-HRTimeline
IAG Wealth Partners, LLC705$64.3K0.01%013F-HRTimeline
Crewe Advisors LLC704$64.2K0.01%+4413F-HRTimeline
Field & Main Bank700$63.9K0.02%013F-HRTimeline
Promus Capital, LLC700$63.9K0.04%013F-HR/ATimeline
Private Wealth Asset Management, LLC697$63.6K0.01%-1,12513F-HRTimeline
Westside Investment Management, Inc.689$62.8K0.01%+33913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…686$62.6K0.02%-76213F-HRTimeline
WPG Advisers, LLC681$62.1K0.05%+1413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.659$60.1K0.03%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC650$59.3K0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC626$57.1K0.02%-4213F-HRTimeline
Fortitude Family Office, LLC611$55.7K0.02%+713F-HRTimeline
Gen-Wealth Partners Inc601$54.8K0.02%013F-HRTimeline
Gould Capital, LLC600$54.7K0.04%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN590$53.8K<0.01%013F-HRTimeline
Fairscale Capital, LLC544$53.2K0.04%new13F-HRTimeline
WD RUTHERFORD LLC580$52.9K0.02%new13F-HRTimeline
Hughes Financial Services, LLC543$52.5K0.01%+3013F-HRTimeline
Carolina Wealth Advisors, LLC565$51.6K0.03%013F-HRTimeline
Investors Research Corp559$51K0.01%013F-HRTimeline
Clark Wealth Partners549$50.1K0.03%+713F-HRTimeline
Knuff & Co LLC546$49.8K0.02%013F-HRTimeline
Byrne Asset Management LLC522$47.6K0.03%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …511$46.6K0.08%-1,74313F-HRTimeline
BOK Financial Private Wealth, Inc.507$46.3K<0.01%+29313F-HRTimeline
North Star Investment Management Corp.500$45.6K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC500$45.6K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc500$45.6K0.02%-11613F-HRTimeline
CBIZ Investment Advisory Services, LLC491$44.8K<0.01%+10513F-HRTimeline
Key Financial Inc476$43.4K0.01%013F-HRTimeline
Whipplewood Advisors, LLC471$43K0.02%-22,60513F-HRTimeline
SIERRA OCEAN, LLC458$41.8K0.03%+10613F-HRTimeline
First PREMIER Bank450$41K0.01%013F-HRTimeline
Core Alternative Capital437$39.9K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.432$39.4K<0.01%013F-HRTimeline
COUNTRY TRUST BANK425$38.8K<0.01%+7513F-HRTimeline
Sachetta, LLC416$38K0.02%+8713F-HRTimeline
FSA Wealth Management LLC400$36.5K0.01%new13F-HRTimeline
CGC Financial Services, LLC400$36.5K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC397$36.3K0.01%013F-HRTimeline
Estabrook Capital Management395$36K0.01%-1,50013F-HRTimeline
American Capital Advisory, LLC395$36K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P392$35.8K<0.01%new13F-HRTimelineGroup
Activest Wealth Management389$35.5K0.01%-1613F-HRTimeline
Cranbrook Wealth Management, LLC380$34.7K0.01%-7113F-HRTimeline
Howard Hughes Medical Institute368$33.6K0.01%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC364$33.2K0.05%+313F-HRTimeline
REDMONT WEALTH ADVISORS LLC358$32.7K0.05%+12613F-HRTimeline
Kiker Wealth Management, LLC353$32.2K0.02%013F-HRTimeline
Hoese & Co LLP352$32.1K0.03%+20013F-HRTimeline
Main Street Group, LTD352$32.1K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.350$31.9K0.01%-413F-HRTimeline
Mid-American Wealth Advisory Group, Inc.348$31.8K0.02%new13F-HRTimeline
West Oak Capital, LLC34,717$31.7K1.24%+1,25513F-HRTimeline
GPS Wealth Strategies Group, LLC342$31.2K<0.01%-6613F-HRTimeline
Private Wealth Management Group, LLC331$30.2K0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.330$30.1K0.03%13F-HRTimeline
Bogart Wealth, LLC326$29.7K<0.01%+2413F-HRTimeline
Binnacle Investments Inc320$29.2K0.02%+2413F-HRTimeline
Beacon Capital Management, LLC320$29.2K<0.01%-16713F-HRTimeline
Beaird Harris Wealth Management, LLC319$29.1K<0.01%+2713F-HRTimeline
ALBION FINANCIAL GROUP /UT310$28.3K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC310$28.3K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp303$28.3K0.02%-20913F-HRTimeline
Valued Wealth Advisors LLC308$28.1K0.01%+1113F-HRTimeline
Ransom Advisory, Ltd300$27.4K0.01%013F-HRTimeline
Battery Global Advisors, LLC300$27.4K0.01%+113F-HRTimeline
RMG Wealth Management LLC285$27.2K<0.01%13F-HRTimeline
ADIRONDACK TRUST CO295$26.9K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC292$26.7K0.01%+113F-HRTimeline
Trifecta Capital Advisors, LLC282$25.7K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC281$25.6K0.01%-5613F-HRTimeline
Princeton Global Asset Management LLC279$25.5K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…274$25K<0.01%+4413F-HRTimeline
Frazier Financial Advisors, LLC269$24.5K0.02%013F-HRTimeline
Abound Wealth Management265$24.1K0.01%+3213F-HRTimeline
Robinswood Financial LLC262$23.9K0.01%-1713F-HRTimeline
Stone House Investment Management, LLC257$23.4K<0.01%-13813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC256$23.4K<0.01%-70313F-HRTimeline
Physician Wealth Advisors, Inc.254$23.2K<0.01%+5013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.249$22.7K0.01%+10013F-HRTimeline
Dunhill Financial, LLC248$22.7K0.01%-7413F-HRTimeline
Salomon & Ludwin, LLC248$22.7K<0.01%-8013F-HRTimeline
VISION FINANCIAL MARKETS LLC242$22K0.02%+113F-HRTimeline
Avion Wealth242$22K0.01%+11613F-HR/ATimeline
TD Capital Management LLC238$21.8K<0.01%+19013F-HRTimeline
Nova Wealth Management, Inc.237$21.6K0.02%+5213F-HRTimeline
LFA - Lugano Financial Advisors SA235$21.4K0.01%new13F-HRTimeline
Roxbury Financial LLC227$20.7K0.02%+113F-HRTimeline
Hurley Capital, LLC223$20.3K0.01%+113F-HRTimeline
STEPH & CO221$20.2K0.01%-613F-HRTimeline
Mascoma Wealth Management LLC217$19.8K<0.01%013F-HRTimeline