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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers
2,287
13F filers
2,343
New
164
Added
988
Reduced
877
Sold out
157
Shares held by filers
1,411,597,848

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Third View Private Wealth, LLC2,820$265K0.04%+74713F-HRTimeline
Apella Capital, LLC2,864$264K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,813$264K0.08%013F-HRTimeline
BOYAR ASSET MANAGEMENT INC.2,805$264K0.15%-10013F-HRTimeline
FAS Wealth Partners, Inc.2,797$263K0.02%+18313F-HRTimeline
Regent Peak Wealth Advisors LLC2,781$261K0.05%-45113F-HRTimeline
MJP ASSOCIATES INC /ADV2,774$261K0.03%-4,45513F-HRTimeline
Plante Moran Financial Advisors, LLC2,764$260K0.02%-2,93213F-HRTimeline
BNB Wealth Management, LLC2,756$259K0.17%+713F-HRTimeline
Berger Financial Group, Inc2,735$257K0.01%-1,26313F-HRTimeline
Sunflower Bank, N.A.2,732$257K0.07%+213F-HRTimeline
Redhawk Wealth Advisors, Inc.2,728$256K0.03%+19913F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,725$256K0.02%+42513F-HRTimeline
W.H. Cornerstone Investments Inc.2,723$256K0.16%+913F-HRTimeline
Keystone Financial Group2,719$256K0.02%+67913F-HRTimeline
SIMON QUICK ADVISORS, LLC2,717$255K0.01%-40913F-HRTimeline
Acorns Advisers, LLC2,691$253K<0.01%+51113F-HRTimeline
WestHill Financial Advisors, Inc.2,686$252K0.05%-38313F-HRTimeline
Grove Bank & Trust2,685$252K0.03%+1113F-HRTimeline
LEIGH BALDWIN & CO., LLC2,680$252K0.16%+113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,680$252K0.02%-46613F-HRTimeline
Cache Advisors, LLC2,675$251K0.03%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,675$251K0.02%new13F-HRTimeline
Oxinas Partners, LLC2,669$251K0.11%+7813F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,665$250K0.06%013F-HRTimeline
Foster Group, Inc.2,654$249K0.01%+16413F-HRTimeline
Twin Tree Management, LP2,643$248K0.05%new13F-HRTimeline
Broadleaf Partners, LLC2,640$248K0.06%013F-HRTimeline
Allied Investment Advisors, LLC2,639$248K0.04%013F-HRTimeline
TRUE Private Wealth Advisors2,638$248K0.02%-1613F-HRTimeline
SOA Wealth Advisors, LLC.2,631$247K0.05%+35213F-HRTimeline
D'Orazio & Associates, Inc.2,629$247K0.03%-21513F-HRTimeline
Catalyst Investment Management LLC2,673$247K0.27%-46413F-HRTimeline
EWA, LLC2,622$246K0.06%+52513F-HRTimeline
TFR Capital, LLC.2,622$246K0.08%+4813F-HRTimeline
INVESTMENT HOUSE LLC2,615$246K0.01%013F-HRTimeline
Strategic Blueprint, LLC2,612$246K0.01%+15613F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP2,608$245K0.02%-83013F-HRTimeline
EJMK Ventures LLC2,601$244K0.14%+50913F-HRTimeline
DV Trading LLC2,600$244K0.02%+1,70013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,599$244K0.01%-18513F-HRTimeline
Olistico Wealth, LLC2,598$244K0.12%+113F-HRTimeline
GW&K Investment Management, LLC2,597$244K<0.01%+4813F-HRTimeline
Meadow Creek Wealth Advisors LLC2,593$244K0.16%new13F-HRTimeline
Oasis Advisors, LLC2,596$244K0.05%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,590$243K0.01%+7513F-HRTimeline
Linden Thomas Advisory Services, LLC2,582$243K0.02%-6813F-HRTimeline
GSA CAPITAL PARTNERS LLP2,571$242K0.02%-9,10113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,573$242K0.09%+7513F-HRTimeline
Regal Investment Advisors LLC2,573$242K0.01%new13F-HRTimeline
Jacobi Capital Management LLC2,570$241K0.01%new13F-HRTimeline
Five Oceans Advisors2,565$241K0.09%-613F-HRTimeline
Spartan Wealth Advisory Services LLC2,563$241K0.02%13F-HRTimeline
Garton & Associates Financial Advisors …2,561$241K0.2%+313F-HRTimeline
Valmark Advisers, Inc.2,556$240K<0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC2,549$240K0.02%-3,49013F-HRTimeline
Core Alternative Capital2,538$239K0.07%+39013F-HRTimeline
Almanack Investment Partners, LLC.2,536$238K0.04%013F-HRTimeline
Summit Financial Wealth Advisors, LLC2,534$238K0.03%+25113F-HRTimeline
Bond & Devick Financial Network, Inc.2,533$238K0.07%-713F-HRTimeline
Wood Tarver Financial Group, LLC2,539$238K0.07%+313F-HRTimeline
L. Roy Papp & Associates, LLP2,525$237K0.03%+313F-HRTimeline
Morse Asset Management, Inc2,523$237K0.05%+26013F-HRTimeline
Investments & Financial Planning, LLC2,511$236K0.13%+1113F-HRTimeline
Cornell Pochily Investment Advisors, In…2,507$236K0.07%+20513F-HRTimeline
Northside Capital Management, LLC2,506$236K0.02%013F-HRTimeline
HENNESSY ADVISORS INC2,500$235K0.01%-1,00013F-HRTimeline
Trivium Point Advisory, LLC2,492$234K0.04%-55,96113F-HRTimeline
Manchester Capital Management LLC2,481$233K0.03%+11713F-HRTimeline
GRANDFIELD & DODD, LLC2,480$233K0.01%-613F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,477$233K0.04%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,472$232K0.01%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,471$232K0.02%+32013F-HRTimeline
Pathway Financial Advisors LLC2,470$232K0.03%013F-HRTimeline
Segment Wealth Management, LLC2,464$232K0.01%-49113F-HRTimeline
Capital Investment Management, Inc.2,463$231K0.08%-413F-HRTimeline
D.B. Root & Company, LLC2,447$230K0.05%+5113F-HRTimeline
NBZ Investment Advisors LLC2,445$230K0.1%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,434$229K0.05%+24613F-HRTimeline
Douglass Winthrop Advisors, LLC2,433$229K<0.01%-3,86113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,432$229K0.04%+513F-HRTimeline
waypoint wealth counsel2,428$228K0.12%-43613F-HRTimeline
First Affirmative Financial Network2,423$228K0.09%13F-HR/ATimeline
CAMDEN NATIONAL BANK2,416$227K0.03%-1113F-HRTimeline
Coordinated Financial Services, Inc.2,415$227K0.13%-11513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,405$226K<0.01%-1,35713F-HRTimelineGroup
Violich Capital Management, Inc.2,400$226K0.03%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,388$224K0.02%+95213F-HRTimelineGroup
Balefire, LLC2,386$224K0.04%-11,85713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,386$224K0.01%+5513F-HRTimeline
Abundance Wealth Counselors2,373$223K0.03%new13F-HRTimeline
Bellwether Advisors, LLC2,372$223K0.04%-12413F-HRTimeline
Pine Harbor Wealth Management, LLC2,364$222K0.07%-39913F-HRTimeline
Legacy Wealth Advisors, LLC2,361$222K0.11%+25413F-HRTimeline
Argentarii, LLC2,357$222K0.08%new13F-HRTimeline
Schrum Private Wealth Management LLC2,356$221K0.17%013F-HRTimeline
Prospera Capital Management, LLC2,350$221K0.11%+613F-HRTimeline
Cherry Creek Investment Advisors, Inc.2,346$220K0.1%+313F-HRTimeline
Riverbend Wealth Management, LLC2,344$220K0.14%+14413F-HRTimeline
STOCK YARDS BANK & TRUST CO2,343$220K0.01%new13F-HRTimeline
Hamilton Capital, LLC2,342$220K0.01%-45113F-HRTimeline
RED REEF ADVISORS LLC2,341$220K0.23%-1313F-HRTimeline
Jacobsen Capital Management2,336$220K0.07%-8013F-HRTimeline
Curated Wealth Partners LLC2,330$219K0.03%new13F-HRTimeline
CacheTech Inc.2,322$218K0.04%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,320$218K0.03%+18113F-HRTimeline
Ignite Planners, LLC2,319$218K0.03%+4313F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,317$218K0.02%+313F-HRTimeline
Trust Co of the South2,310$217K0.03%-5813F-HRTimeline
Sivia Capital Partners, LLC2,304$217K0.04%-3,44313F-HRTimeline
J.M. Arbour, LLC2,304$217K0.21%-12213F-HRTimeline
Morling Financial Advisors, LLC2,300$216K0.07%-2313F-HRTimeline
Schneider Downs Wealth Management Advis…2,298$216K0.02%013F-HRTimeline
Asset Management Group, Inc.2,297$216K0.03%-10413F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV2,296$216K0.14%-11413F-HRTimeline
FIDUCIENT ADVISORS LLC2,296$216K0.03%013F-HRTimeline
Elyxium Wealth, LLC2,293$215K0.07%-61013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,274$214K0.09%-38913F-HRTimeline
Three Bridge Wealth Advisors, LLC2,274$214K0.06%+5013F-HRTimeline
First Financial Bankshares Inc2,273$214K<0.01%-5813F-HRTimeline
Brooklyn FI, LLC2,252$212K0.04%013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV2,250$211K0.2%013F-HRTimeline
FARMERS TRUST CO2,248$211K0.03%+13813F-HRTimeline
TrustBankin group TrustBank2,238$210K0.08%-12213F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department2,234$210K0.06%013F-HRTimelineGroup
LeConte Wealth Management, LLC2,234$210K0.14%+13013F-HRTimeline
Stonebrook Private Inc.2,229$209K0.04%new13F-HRTimeline
Tumwater Wealth Management, LLC2,228$209K0.08%013F-HRTimeline
Mayfair Advisory Group, LLC2,225$209K0.07%-513F-HRTimeline
Teamwork Financial Advisors, LLC2,223$209K0.02%-18113F-HRTimeline
Keudell/Morrison Wealth Management2,221$209K0.04%-8713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,219$209K0.07%-36413F-HRTimeline
Verition Fund Management LLC2,216$208K<0.01%-106,00113F-HRTimeline
WorthPointe, LLC2,215$208K0.06%-213F-HRTimeline
SBI Securities Co., Ltd.2,214$208K0.01%+6513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,210$208K0.01%-1313F-HRTimeline
State of Wyoming2,205$207K0.02%new13F-HRTimeline
TSG Advice Partners, LLC2,204$207K0.03%+16213F-HRTimeline
Safeguard Investment Advisory Group, LLC2,203$207K0.06%-2013F-HRTimeline
Medallion Wealth Advisors, LLC2,203$207K0.07%+313F-HRTimeline
MEYER HANDELMAN CO2,200$207K0.01%013F-HRTimeline
Aspire Capital Advisors LLC2,200$207K0.05%-3213F-HRTimeline
Granite Harbor Advisors, Inc.2,199$207K0.09%+6613F-HRTimeline
Blue Edge Capital, LLC2,198$207K0.03%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC2,197$206K0.04%+813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,180$205K0.16%+8313F-HRTimeline
Revolve Wealth Partners, LLC2,179$205K0.03%+17013F-HRTimeline
Corundum Group, Inc.2,175$204K0.07%-31513F-HRTimeline
Seelaus Asset Management LLC2,171$204K0.15%new13F-HRTimeline
BIRCHBROOK, INC.2,167$204K0.1%013F-HRTimeline
Hendershot Investments Inc.2,165$203K0.03%013F-HRTimeline
Heritage Investment Group, Inc.2,163$203K0.03%+213F-HRTimeline
R. W. Roge & Company, Inc.2,170$203K0.1%-1813F-HRTimeline
Firestone Capital Management2,157$203K0.04%013F-HRTimeline
MORTON COMMUNITY BANK2,150$202K0.04%013F-HRTimeline
Northwest Bancshares, Inc.2,135$201K0.04%013F-HRTimeline
Ceeto Capital Group, LLC2,125$200K0.06%013F-HRTimeline
Truvestments Capital LLC2,122$199K0.04%+57613F-HRTimeline
Principia Wealth Advisory, LLC2,090$196K0.11%+8513F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,047$192K0Timeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,030$191K0.06%-17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower View Wealth Management LLC2,000$188K0.1%013F-HRTimeline
Ulland Investment Advisors, LLC1,936$182K0.16%013F-HRTimeline
Wall Street Financial Group, Inc.1,902$179K0.11%new13F-HRTimeline
Sound Income Strategies, LLC1,855$171K0.01%+75513F-HRTimeline
Bruce G. Allen Investments, LLC1,786$168K0.11%-20513F-HRTimeline
Hartford Financial Management Inc.1,742$164K0.04%013F-HRTimeline
Eurizon SLJ Capital Ltd1,726$162K0.08%new13F-HRTimeline
Bell Investment Advisors, Inc1,714$161K0.03%-15313F-HRTimeline
Longview Financial Advisors LLC1,704$160K0.09%-59713F-HRTimeline
Pflug Koory, LLC1,662$156K0.07%013F-HRTimeline
SRH ADVISORS, LLC1,655$156K0.04%013F-HRTimeline
REXFORD CAPITAL INC1,651$155K0.11%013F-HRTimeline
Dynamic Wealth Strategies, LLC1,624$153K0.09%-67313F-HRTimeline
Ares Financial Consulting, LLC1,605$148K0.12%+41313F-HRTimeline
AdvisorNet Financial, Inc1,551$146K0.01%+78413F-HRTimeline
MTM Investment Management, LLC1,545$145K0.05%013F-HRTimeline
EASTERN BANK1,544$145K<0.01%-3,91813F-HRTimeline
WFA of San Diego, LLC1,542$145K0.12%-19413F-HRTimeline
Cranbrook Wealth Management, LLC1,535$144K0.03%013F-HRTimeline
Riverview Trust Co1,524$143K0.18%013F-HRTimeline
City State Bank1,515$142K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.1,514$142K0.05%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,503$141K0.01%+313F-HRTimeline
YANKCOM Partnership1,463$137K0.06%-12213F-HRTimeline
Wellington Grp LLC1,421$134K0.04%+1,21813F-HRTimeline
ZEGA Investments, LLC1,361$128K0.02%new13F-HRTimeline
Wilkerson Advisory Group LLC1,349$127K0.04%+10613F-HRTimeline
DT Investment Partners, LLC1,348$127K0.01%-19713F-HRTimeline
Asset Planning,Inc1,347$127K0.09%+113F-HRTimeline
VESTOR CAPITAL, LLC1,309$123K0.01%-13,96613F-HRTimeline
Rossby Financial, LCC1,329$123K0.03%+45513F-HRTimeline
Indiana Trust & Investment Management Co1,267$119K0.04%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,265$119K0.03%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,264$119K<0.01%+5013F-HRTimelineGroup
Corsicana & Co.1,500$117K0.07%013F-HRTimeline
IMA Advisory Services, Inc.1,229$116K0.01%-213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,221$115K0.03%new13F-HRTimeline
Sherman Asset Management, Inc.1,214$114K0.1%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,202$113K0.04%013F-HRTimeline