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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,285 managers (2,334 13F filers) reported a position in SCHW shares at 2025-12-31, 1,456,288,068 shares in all. 149 filers opened a position and 96 filers sold out during the quarter.

Managers
2,285
13F filers
2,334
New
149
Added
945
Reduced
831
Sold out
96
Shares held by filers
1,456,288,068

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Claro Advisors Inc.2,748$275K0.04%+813F-HRTimeline
Caerus Investment Advisors, LLC2,747$274K0.09%-1,63013F-HRTimeline
SEVEN MILE ADVISORY2,731$273K0.05%-89113F-HRTimeline
Sunflower Bank, N.A.2,730$273K0.07%+2313F-HRTimeline
W.H. Cornerstone Investments Inc.2,714$271K0.16%+713F-HRTimeline
KINTRA WEALTH, LLC2,708$271K0.04%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,651$270K0.09%+613F-HRTimeline
FSM Wealth Advisors, LLC2,688$269K0.04%+10713F-HRTimeline
LEIGH BALDWIN & CO., LLC2,679$268K0.18%+22013F-HRTimeline
Grove Bank & Trust2,674$267K0.03%+12013F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,665$266K0.07%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,663$266K0.09%+2,50613F-HRTimeline
TRUE Private Wealth Advisors2,654$265K0.03%+713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,653$265K0.02%-37913F-HRTimeline
Linden Thomas Advisory Services, LLC2,650$265K0.03%-3613F-HRTimeline
SteelPeak Wealth, LLC2,643$264K0.01%-2,20713F-HRTimeline
Ninepoint Partners LP2,643$264K0.03%new13F-HRTimeline
Broadleaf Partners, LLC2,640$264K0.06%013F-HRTimeline
Allied Investment Advisors, LLC2,639$264K0.04%-15013F-HRTimeline
INVESTMENT HOUSE LLC2,615$261K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.2,614$261K0.02%-213F-HRTimeline
Goepper Burkhardt LLC2,600$260K0.08%013F-HRTimeline
Olistico Wealth, LLC2,597$259K0.13%+213F-HRTimeline
Oxinas Partners, LLC2,591$259K0.12%-1,49813F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,583$258K0.09%+7713F-HRTimeline
TFR Capital, LLC.2,574$257K0.09%+4113F-HRTimeline
Capital Markets Trading UK LLP2,571$257K0.31%-32013F-HR/ATimeline
Five Oceans Advisors2,571$257K0.09%+1113F-HRTimeline
Pathway Financial Advisors LLC2,470$256K0.03%013F-HRTimeline
Garton & Associates Financial Advisors …2,558$256K0.14%13F-HRTimeline
GW&K Investment Management, LLC2,549$255K<0.01%+5613F-HRTimeline
Bond & Devick Financial Network, Inc.2,540$254K0.07%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,536$253K0.04%+11013F-HRTimeline
Almanack Investment Partners, LLC.2,536$253K0.04%-1,50113F-HRTimeline
Wood Tarver Financial Group, LLC2,536$253K0.07%+313F-HRTimeline
Coordinated Financial Services, Inc.2,530$253K0.15%+12413F-HRTimeline
Redhawk Wealth Advisors, Inc.2,529$253K0.03%+5813F-HRTimeline
Garrett Wealth Advisory Group, LLC2,526$252K0.05%013F-HRTimeline
L. Roy Papp & Associates, LLP2,522$252K0.03%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,515$251K0.02%+313F-HRTimeline
Asset Dedication, LLC2,512$251K0.02%+513F-HRTimeline
Veratis Advisors, Inc.2,692$251K0.2%13F-HRTimeline
Northside Capital Management, LLC2,506$250K0.02%013F-HRTimeline
Investments & Financial Planning, LLC2,500$250K0.13%-4913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,498$250K0.09%-7313F-HRTimeline
Bellwether Advisors, LLC2,496$249K0.04%-11,48713F-HRTimeline
Neo Ivy Capital Management2,493$249K0.04%-5,88713F-HRTimeline
Foster Group, Inc.2,490$249K0.01%+5813F-HRTimeline
Corundum Group, Inc.2,490$249K0.08%new13F-HRTimeline
GRANDFIELD & DODD, LLC2,486$248K0.01%+613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,481$248K0.04%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,479$248K0.04%-46213F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,477$247K0.03%-27813F-HRTimeline
Prosperity Bancshares Inc2,474$247K0.22%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,472$247K0.01%013F-HRTimeline
Capital Investment Management, Inc.2,467$246K0.09%13F-HRTimeline
INVENIO WEALTH PARTNERS LLC2,463$246K0.09%-12113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,457$245K0.05%new13F-HRTimeline
Strategic Blueprint, LLC2,456$245K0.01%-97913F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,436$243K0.04%-32213F-HRTimeline
Pines Wealth Management, LLC2,428$243K0.08%-9613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,427$243K0.04%+413F-HRTimeline
CAMDEN NATIONAL BANK2,427$242K0.03%+17613F-HRTimeline
J.M. Arbour, LLC2,426$242K0.24%13F-HRTimeline
Jacobsen Capital Management2,416$241K0.08%+5713F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV2,410$241K0.15%13F-HRTimeline
Teamwork Financial Advisors, LLC2,404$240K0.03%-10513F-HRTimeline
Asset Management Group, Inc.2,401$240K0.04%+613F-HRTimeline
Violich Capital Management, Inc.2,400$240K0.03%013F-HRTimeline
Auxano Advisors, LLC2,400$240K0.05%013F-HRTimeline
D.B. Root & Company, LLC2,396$239K0.06%-313F-HRTimeline
Trust Co of the South2,368$237K0.04%-1,77813F-HRTimeline
Ignite Planners, LLC2,276$237K0.04%+213F-HRTimeline
Manchester Capital Management LLC2,364$236K0.03%-94613F-HRTimeline
TrustBankin group TrustBank2,360$236K0.1%13F-HRTimelineGroup
Schrum Private Wealth Management LLC2,356$235K0.17%-10013F-HRTimeline
RED REEF ADVISORS LLC2,354$235K0.24%13F-HRTimeline
PVG ASSET MANAGEMENT CORP2,352$235K0.5%new13F-HRTimeline
DV EQUITIES, LLC2,350$235K0.04%13F-HRTimeline
Haverford Trust Co2,345$234K<0.01%+14713F-HRTimeline
Prospera Capital Management, LLC2,344$234K0.12%+613F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,343$234K0.1%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,258$234K0.02%-1,61113F-HRTimeline
First Financial Bankshares Inc2,331$233K<0.01%-1,40113F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,331$233K0.01%-5913F-HRTimeline
Morling Financial Advisors, LLC2,323$232K0.07%+2313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,238$232K0.03%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,314$231K0.02%+213F-HRTimeline
Keudell/Morrison Wealth Management2,308$231K0.05%13F-HRTimeline
TCV Trust & Wealth Management, Inc.2,302$230K0.02%-28013F-HRTimeline
Cornell Pochily Investment Advisors, In…2,302$230K0.07%-15413F-HRTimeline
Longview Financial Advisors LLC2,301$230K0.13%+813F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,300$230K0.02%-10013F-HRTimeline
Schneider Downs Wealth Management Advis…2,298$230K0.03%new13F-HRTimeline
Dynamic Wealth Strategies, LLC2,297$229K0.14%+1,09213F-HRTimeline
FIDUCIENT ADVISORS LLC2,296$229K0.03%new13F-HRTimeline
Plancorp, LLC2,293$229K0.01%-413F-HRTimeline
Summit Financial Wealth Advisors, LLC2,283$228K0.03%-5513F-HRTimeline
SOA Wealth Advisors, LLC.2,279$228K0.04%-9813F-HRTimeline
Mayfair Advisory Group, LLC2,230$227K0.09%new13F-HRTimeline
Morse Asset Management, Inc2,263$226K0.05%-23413F-HRTimeline
WP Advisors, LLC2,259$226K0.06%+1613F-HRTimeline
Elevation Wealth Management LLC2,257$225K0.22%13F-HRTimeline
Quattro Advisors LLC2,255$225K0.18%13F-HRTimeline
Brooklyn FI, LLC2,252$225K0.05%-9213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,250$225K0.02%-54913F-HRTimelineGroup
FELL CAPITAL MANAGEMENT /ADV2,250$225K0.22%13F-HRTimeline
CAP Partners, LLC2,250$225K0.13%013F-HRTimeline
Signature Equity Partners, LLC2,241$224K0.12%13F-HRTimeline
MORTON COMMUNITY BANK2,150$223K0.05%-35013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,234$223K0.06%013F-HRTimelineGroup
Aspire Capital Advisors LLC2,232$223K0.05%+2513F-HRTimeline
Tumwater Wealth Management, LLC2,228$223K0.09%013F-HRTimeline
Three Bridge Wealth Advisors, LLC2,224$222K0.06%-49413F-HRTimeline
Safeguard Investment Advisory Group, LLC2,223$222K0.06%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,223$222K0.01%-20413F-HRTimeline
WorthPointe, LLC2,217$222K0.06%-5913F-HRTimeline
Medallion Wealth Advisors, LLC2,200$220K0.07%+313F-HRTimeline
MEYER HANDELMAN CO2,200$220K0.01%-29213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,200$220K0.06%+19013F-HRTimeline
Riverbend Wealth Management, LLC2,200$220K0.14%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC2,189$219K0.04%+913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,188$219K0.05%new13F-HRTimeline
R. W. Roge & Company, Inc.2,188$218K0.11%new13F-HRTimeline
Acorns Advisers, LLC2,180$218K<0.01%new13F-HRTimeline
Longboard Asset Management, LP2,167$217K1.38%013F-HRTimeline
BIRCHBROOK, INC.2,167$216K0.11%013F-HRTimeline
Hendershot Investments Inc.2,165$216K0.03%013F-HRTimeline
Heritage Investment Group, Inc.2,161$216K0.03%new13F-HRTimeline
Matisse Capital2,160$216K0.1%-7,46513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,159$216K<0.01%new13F-HRTimelineGroup
Firestone Capital Management2,157$216K0.05%+2313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,151$215K0.02%new13F-HRTimeline
SBI Securities Co., Ltd.2,149$215K0.01%-1,97313F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC2,149$215K0.15%new13F-HRTimeline
Core Alternative Capital2,148$215K0.06%+1,71113F-HRTimeline
Lighthouse Wealth Management Inc.2,145$214K0.15%+1513F-HRTimeline
Burton Enright Welch2,140$214K0.03%-99513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,139$214K0.03%-913F-HRTimeline
Northwest Bancshares, Inc.2,135$213K0.04%new13F-HRTimeline
Castleview Partners, LLC2,133$213K0.11%+813F-HRTimeline
Granite Harbor Advisors, Inc.2,133$213K0.09%-613F-HRTimeline
McLean Asset Management Corp2,080$212K0.04%new13F-HRTimeline
Ceeto Capital Group, LLC2,125$212K0.06%-90813F-HRTimeline
First Nebraska Trust Co2,113$211K0.02%-26013F-HRTimeline
FARMERS TRUST CO2,110$211K0.03%-23813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA2,108$211K0.04%+713F-HRTimeline
Legacy Wealth Advisors, LLC2,107$211K0.14%13F-HRTimeline
LeConte Wealth Management, LLC2,104$210K0.14%new13F-HRTimeline
OPAL CAPITAL LLC1,967$210K0.05%13F-HRTimeline
Kaizen Financial Strategies2,101$210K0.09%new13F-HRTimeline
EWA, LLC2,097$210K0.05%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,097$210K0.17%13F-HRTimeline
Arsenal Capital Advisors LLC2,092$209K0.15%13F-HRTimeline
EJMK Ventures LLC2,092$209K0.13%13F-HRTimeline
HOWE & RUSLING INC2,089$209K0.01%-3313F-HRTimeline
YCG, LLC2,088$209K0.02%new13F-HRTimeline
Hopwood Nicholas Hunter2,080$208K0.07%13F-HRTimeline
Third View Private Wealth, LLC2,073$207K0.03%13F-HRTimeline
Arvest Bank Trust Division2,069$207K0.01%-7013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,066$206K0.09%-27513F-HRTimeline
Reflection Asset Management2,057$206K0.15%13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,047$205K0Timeline
TSG Advice Partners, LLC2,042$204K0.03%13F-HRTimeline
Alteri Wealth LLC2,042$204K0.07%new13F-HRTimeline
Keystone Financial Group2,040$204K0.02%new13F-HRTimeline
Kaufman Rossin Wealth, LLC2,039$204K0.11%new13F-HRTimeline
Unconventional Investor, LLC2,031$203K0.1%new13F-HRTimeline
Occidental Asset Management, LLC2,022$202K0.02%new13F-HRTimeline
Straight Path Wealth Management2,021$202K0.05%-71013F-HRTimeline
Lynx Investment Advisory2,021$202K0.11%new13F-HRTimeline
JSF Financial, LLC2,018$202K0.04%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,016$201K0.06%new13F-HRTimeline
Harbour Trust & Investment Management Co2,014$201K0.02%new13F-HRTimeline
ATWOOD & PALMER INC2,012$201K0.01%+613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,010$201K0.02%new13F-HRTimeline
M.E. ALLISON & CO., INC.2,010$201K0.14%new13F-HRTimeline
Revolve Wealth Partners, LLC2,009$201K0.02%-68513F-HRTimeline
Principia Wealth Advisory, LLC2,005$200K0.13%-2,02213F-HRTimeline
Tower View Wealth Management LLC2,000$200K0.1%013F-HRTimeline
Bruce G. Allen Investments, LLC1,991$199K0.13%-13313F-HRTimeline
Ulland Investment Advisors, LLC1,936$193K0.15%-23013F-HRTimeline
Bell Investment Advisors, Inc1,867$187K0.03%-1213F-HRTimeline
Hartford Financial Management Inc.1,742$174K0.05%013F-HRTimeline
WFA of San Diego, LLC1,736$173K0.13%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,843$167K0.01%-17013F-HRTimeline
Pflug Koory, LLC1,662$166K0.08%013F-HRTimeline
SRH ADVISORS, LLC1,655$165K0.05%-20013F-HRTimeline
REXFORD CAPITAL INC1,651$165K0.12%+20013F-HRTimeline
Covestor Ltd1,587$159K0.08%+50013F-HRTimeline
YANKCOM Partnership1,585$158K0.07%+14513F-HRTimeline
Truvestments Capital LLC1,546$154K0.03%+113F-HRTimeline
DT Investment Partners, LLC1,545$154K0.01%013F-HRTimeline
MTM Investment Management, LLC1,545$154K0.05%013F-HRTimeline
Cranbrook Wealth Management, LLC1,535$153K0.03%+1,15513F-HRTimeline
Riverview Trust Co1,524$152K0.18%013F-HRTimeline
City State Bank1,515$151K0.04%-18013F-HRTimeline
BARRETT & COMPANY, INC.1,514$151K0.05%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,500$150K0.01%+813F-HRTimeline
Corsicana & Co.1,500$150K0.08%013F-HRTimeline