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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,133 managers (2,176 13F filers) reported a position in SCHW shares at 2025-09-30, 1,458,727,889 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers
2,133
13F filers
2,176
New
155
Added
933
Reduced
763
Sold out
117
Shares held by filers
1,458,727,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Violich Capital Management, Inc.2,400$229K0.03%013F-HRTimeline
Auxano Advisors, LLC2,400$229K0.05%-37713F-HRTimeline
D.B. Root & Company, LLC2,399$229K0.06%+2413F-HRTimeline
Asset Management Group, Inc.2,395$229K0.04%+713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,390$228K0.01%+10613F-HRTimeline
SOA Wealth Advisors, LLC.2,377$227K0.04%-11513F-HRTimeline
Segment Wealth Management, LLC2,376$227K0.01%013F-HRTimeline
First Nebraska Trust Co2,373$227K0.02%013F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC2,359$225K0.15%new13F-HRTimeline
Jacobsen Capital Management2,359$225K0.08%+6513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC2,348$224K0.17%+8213F-HRTimeline
FARMERS TRUST CO2,348$224K0.04%-16213F-HRTimeline
Brooklyn FI, LLC2,344$224K0.05%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,341$224K0.1%new13F-HRTimeline
Prospera Capital Management, LLC2,338$223K0.11%+613F-HRTimeline
Hilltop National Bank2,335$223K0.05%-113F-HRTimeline
OBSIDIAN CIO, LLC2,327$222K0.03%-41813F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,312$221K0.02%+213F-HRTimeline
Morling Financial Advisors, LLC2,300$220K0.07%-8613F-HRTimeline
Plancorp, LLC2,297$219K0.01%-93913F-HRTimeline
Longview Financial Advisors LLC2,293$219K0.13%-52913F-HRTimeline
WorthPointe, LLC2,276$217K0.08%+2413F-HRTimeline
Ignite Planners, LLC2,274$217K0.04%+113F-HRTimeline
First Long Island Investors, LLC2,271$217K0.02%-37113F-HRTimeline
Summit Financial Wealth Advisors, LLC2,338$216K0.03%new13F-HRTimeline
CAMDEN NATIONAL BANK2,251$215K0.03%-7413F-HRTimeline
CAP Partners, LLC2,250$215K0.12%013F-HRTimeline
WP Advisors, LLC2,243$214K0.05%+613F-HRTimeline
NWAM LLC2,251$214K0.01%-21713F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,234$213K0.06%013F-HRTimelineGroup
Tumwater Wealth Management, LLC2,228$213K0.09%013F-HRTimeline
Aspire Capital Advisors LLC2,207$211K0.05%new13F-HRTimeline
Haverford Trust Co2,198$210K<0.01%-3,40013F-HRTimeline
Medallion Wealth Advisors, LLC2,197$210K0.07%-1313F-HRTimeline
Grey Fox Wealth Advisors, LLC2,180$208K0.04%new13F-HRTimeline
Ulland Investment Advisors, LLC2,166$207K0.16%+13113F-HRTimeline
Longboard Asset Management, LP2,167$207K0.33%new13F-HRTimeline
BIRCHBROOK, INC.2,167$207K0.11%013F-HRTimeline
Hendershot Investments Inc.2,165$207K0.03%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,158$206K0.03%new13F-HR/ATimelineGroup
Apella Capital, LLC2,200$205K<0.01%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,148$205K0.03%new13F-HRTimeline
Arvest Bank Trust Division2,139$204K0.01%new13F-HRTimeline
Granite Harbor Advisors, Inc.2,139$204K0.09%new13F-HRTimeline
Aspen Grove Capital, LLC2,135$204K0.03%-5,79113F-HRTimeline
Firestone Capital Management2,134$204K0.04%new13F-HRTimeline
Lighthouse Wealth Management Inc.2,130$203K0.17%new13F-HRTimeline
Castleview Partners, LLC2,125$203K0.11%new13F-HRTimeline
Bruce G. Allen Investments, LLC2,124$203K0.15%-21913F-HRTimeline
HOWE & RUSLING INC2,122$203K0.01%-54613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA2,101$201K0.03%new13F-HRTimeline
Global Trust Asset Management, LLC2,061$197K0.09%+39013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,047$195K+103Timeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,010$192K0.05%013F-HRTimeline
ATWOOD & PALMER INC2,006$191K0.01%-30713F-HRTimeline
Tower View Wealth Management LLC2,000$191K0.1%-32313F-HRTimeline
EASTERN BANK1,967$188K<0.01%+27913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,909$182K<0.01%+57113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bell Investment Advisors, Inc1,879$179K0.03%-2213F-HRTimeline
TRUST CO OF VERMONT1,858$177K0.01%+46713F-HRTimeline
SRH ADVISORS, LLC1,855$177K0.05%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,013$176K0.01%+4813F-HRTimeline
Hemington Wealth Management1,847$176K0.02%+11813F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…1,770$169K<0.01%13F-HRTimeline
Hartford Financial Management Inc.1,742$166K0.04%013F-HRTimeline
WFA of San Diego, LLC1,736$166K0.11%013F-HRTimeline
City State Bank1,695$162K0.05%013F-HRTimeline
Pflug Koory, LLC1,662$159K0.08%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,657$158K0.02%+3913F-HRTimelineGroup
VESTOR CAPITAL, LLC1,584$151K0.01%-66,70813F-HRTimeline
AllSquare Wealth Management LLC1,559$149K0.08%013F-HRTimeline
DT Investment Partners, LLC1,545$148K0.01%013F-HRTimeline
MTM Investment Management, LLC1,545$148K0.05%013F-HRTimeline
Truvestments Capital LLC1,545$147K0.03%+17813F-HRTimeline
Riverview Trust Co1,524$145K0.18%013F-HRTimeline
BARRETT & COMPANY, INC.1,514$145K0.05%013F-HRTimeline
Corsicana & Co.1,500$143K0.08%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,492$142K0.01%013F-HRTimeline
REXFORD CAPITAL INC1,451$139K0.11%-20013F-HRTimeline
YANKCOM Partnership1,440$137K0.06%-7613F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV1,435$137K0.03%013F-HRTimeline
Clearstead Trust, LLC1,422$136K0.02%-10813F-HRTimeline
Asset Planning,Inc1,345$128K0.09%013F-HRTimeline
Hara Capital LLC1,319$126K0.07%-1,75913F-HRTimeline
Indiana Trust & Investment Management Co1,275$122K0.04%013F-HRTimeline
Northwest Capital Management Inc1,253$120K0.13%+213F-HRTimeline
Wesleyan Assurance Society1,250$119K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,226$117K0.03%-1013F-HRTimeline
Sherman Asset Management, Inc.1,214$116K0.1%013F-HRTimeline
Davis Capital Management1,208$115K0.08%13F-HRTimeline
Dynamic Wealth Strategies, LLC1,205$115K0.08%-9913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,199$114K<0.01%013F-HRTimelineGroup
Heartwood Wealth Advisors LLC1,191$114K0.01%new13F-HRTimeline
Crews Bank & Trust1,175$112K0.02%+5213F-HRTimeline
IMA Advisory Services, Inc.1,158$111K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,156$110K0.07%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,155$110K0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.1,166$108K0.04%+3013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,103$105K0.04%013F-HRTimeline
Covestor Ltd1,087$104K0.06%-3313F-HRTimeline
North Capital, Inc.1,083$103K0.08%+2413F-HRTimeline
Capital Advisors, Ltd. LLC1,067$102K0.01%013F-HRTimeline
Rise Advisors, LLC1,063$101K0.04%+3913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,056$101K0.03%+37013F-HRTimeline
Center for Financial Planning, Inc.1,040$99.3K0.01%+27013F-HRTimeline
Darwin Wealth Management, LLC1,039$99.2K0.03%013F-HRTimeline
Westside Investment Management, Inc.1,028$96K0.02%+33913F-HRTimeline
MMA ASSET MANAGEMENT LLC1,000$95.5K0.03%new13F-HRTimeline
Strategic Advocates LLC1,000$95.5K0.02%new13F-HRTimeline
Sound Income Strategies, LLC1,014$95.3K0.01%-5713F-HRTimeline
VSM Wealth Advisory, LLC983$93.9K0.03%-78613F-HRTimeline
Graney & King, LLC928$88.6K0.06%013F-HRTimeline
Community Bank, N.A.918$87.6K0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…911$87K0.05%+4513F-HRTimeline
KERR FINANCIAL PLANNING Corp917$86.1K0.12%13F-HR/ATimeline
Catalyst Capital Advisors LLC869$83K<0.01%-49113F-HRTimeline
CoreFirst Bank & Trust862$82.3K0.04%013F-HRTimeline
Pandora Wealth, Inc.854$81.5K0.05%013F-HRTimeline
Disciplina Capital Management LLC844$80.6K0.01%+213F-HRTimeline
J.Safra Asset Management Corp815$77.8K<0.01%+9313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT810$77.3K<0.01%013F-HRTimeline
Painted Porch Advisors LLC775$74K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.759$72.5K0.06%+213F-HRTimeline
FIRST FINANCIAL CORP /IN/750$71.6K0.03%-15613F-HRTimeline
GGM Financial LLC746$71.2K0.04%new13F-HRTimeline
Westfuller Advisors, LLC736$70.3K0.03%new13F-HRTimeline
Missouri Trust & Investment Co735$70.2K0.02%013F-HRTimeline
Signature Resources Capital Management,…707$67.5K0.04%013F-HRTimeline
Golden State Wealth Management, LLC705$67.3K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC705$67.3K0.01%+813F-HRTimeline
Field & Main Bank700$66.8K0.02%013F-HRTimeline
Promus Capital, LLC700$66.8K0.04%013F-HRTimeline
Bullock Wealth Management Group715$65.9K0.03%+113F-HRTimeline
WPG Advisers, LLC686$65.5K0.05%+513F-HRTimeline
Crewe Advisors LLC684$65.3K0.01%-2013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN665$63.5K0.01%+7513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.659$62.9K0.03%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC650$62.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc641$61.2K<0.01%-28613F-HRTimeline
Tradewinds Capital Management, LLC621$59.3K0.01%+43313F-HRTimeline
Financial Life Planners621$59.3K0.04%new13F-HRTimeline
Fortitude Family Office, LLC611$58.3K0.02%013F-HRTimeline
JPL Wealth Management, LLC604$57.7K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc601$57.4K0.02%013F-HRTimeline
Gould Capital, LLC600$57.3K0.04%013F-HRTimeline
Clark Wealth Partners552$55.1K0.03%+313F-HRTimeline
Carolina Wealth Advisors, LLC565$53.9K0.02%013F-HRTimeline
Trifecta Capital Advisors, LLC557$53.1K0.01%+27513F-HRTimeline
Physician Wealth Advisors, Inc.556$53.1K0.01%+30213F-HRTimeline
First PREMIER Bank557$53K0.01%+10713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.550$52.5K0.02%+20013F-HRTimeline
Knuff & Co LLC546$52.1K0.02%013F-HRTimeline
Fairscale Capital, LLC544$51.9K0.04%013F-HRTimeline
Hughes Financial Services, LLC543$51.9K0.01%013F-HRTimeline
Mendota Financial Group, LLC531$50.7K0.04%new13F-HRTimeline
Investors Research Corp530$50.6K0.01%-2913F-HRTimeline
Wiser Advisor Group LLC529$50.5K0.06%new13F-HRTimeline
Byrne Asset Management LLC522$49.8K0.03%013F-HRTimeline
NVWM, LLC515$49.2K0.01%+50013F-HRTimeline
COUNTRY TRUST BANK509$48.6K<0.01%+8413F-HRTimeline
CBIZ Investment Advisory Services, LLC508$48.5K<0.01%+1713F-HRTimeline
Activest Wealth Management506$48.3K0.01%+11713F-HRTimeline
Glass Jacobson Investment Advisors llc500$47.7K0.02%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.500$47.7K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.500$47.7K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC500$47.7K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Imprint Wealth LLC485$46.3K0.15%13F-HRTimeline
True Wealth Design, LLC485$46.3K0.01%+31113F-HRTimeline
Boreal Capital Management LLC475$45.3K0.04%new13F-HRTimeline
Wealth Watch Advisors, INC470$44.9K0.02%new13F-HRTimeline
Key Financial Inc476$43.9K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC459$43.8K0.03%+19013F-HRTimeline
Bogart Wealth, LLC451$43K<0.01%+12513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …447$42.6K0.07%-6413F-HRTimeline
Core Alternative Capital437$41.7K0.01%013F-HRTimeline
Sachetta, LLC436$41.6K0.02%+2013F-HRTimeline
Murphy & Mullick Capital Management Corp433$41K0.03%+13013F-HRTimeline
Seneschal Advisors, LLC427$40.8K0.03%new13F-HRTimeline
Cedar Mountain Advisors, LLC425$40.6K0.01%+2813F-HRTimeline
Beaird Harris Wealth Management, LLC422$40.3K<0.01%+10313F-HRTimeline
Caitong International Asset Management …404$38.6K0.03%+36413F-HRTimeline
IAG Wealth Partners, LLC400$38.2K<0.01%-30513F-HRTimeline
CGC Financial Services, LLC400$38.2K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P399$38.1K<0.01%+713F-HRTimelineGroup
Estabrook Capital Management395$37.7K0.01%013F-HRTimeline
American Capital Advisory, LLC395$37.7K0.02%013F-HRTimeline
STEPH & CO386$36.9K0.01%+16513F-HRTimeline
Cranbrook Wealth Management, LLC380$36.3K0.01%013F-HRTimeline
Howard Hughes Medical Institute367$35K0.02%-113F-HRTimeline
West Oak Capital, LLC36,067$34.4K1.37%+1,35013F-HRTimeline
Annandale Capital, LLC35,848$34.2K0.6%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC358$34.2K0.05%013F-HRTimeline
NFSG Corp357$34.1K0.01%+25013F-HRTimeline
Main Street Group, LTD352$33.6K0.01%013F-HRTimeline
Hoese & Co LLP352$33.6K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC342$32.7K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC331$31.6K0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.330$31.5K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC325$31K<0.01%+10813F-HRTimeline
Binnacle Investments Inc320$30.6K0.02%013F-HRTimeline