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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,268 managers (2,321 13F filers) reported a position in SCHW shares at 2026-06-30, 1,440,941,526 shares in all. 148 filers opened a position and 160 filers sold out during the quarter.

Managers
2,268
13F filers
2,321
New
148
Added
907
Reduced
964
Sold out
160
Shares held by filers
1,440,941,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Golden State Wealth Management, LLC936$86.4K0.01%+23113F-HRTimeline
Catalyst Capital Advisors LLC935$86.3K<0.01%-1613F-HRTimeline
Align Financial, LLC931$85.9K0.04%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC917$84.6K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC895$82.6K0.02%+48713F-HRTimeline
Cornerstone Planning Group LLC796$80.2K0.01%-2813F-HRTimeline
Buck Wealth Strategies, LLC835$77K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT810$74.7K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC802$74K<0.01%+39913F-HRTimeline
Signature Equity Partners, LLC782$72.2K0.03%-11913F-HRTimeline
CoreFirst Bank & Trust782$72.2K0.04%-8013F-HRTimeline
Signature Resources Capital Management,…781$72.1K0.03%013F-HRTimeline
Strategic Wealth Advisors LLC720$71K0.06%013F-HRTimeline
Harbor Asset Planning, Inc.767$70.8K0.05%+313F-HRTimeline
Disciplina Capital Management LLC766$70.7K0.01%+313F-HRTimeline
GGM Financial LLC747$69K0.03%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL742$68.5K0.01%+11213F-HRTimeline
SHP Wealth Management727$67K<0.01%-23313F-HRTimeline
Godfrey Financial Associates, Inc.719$66.3K0.05%013F-HRTimeline
KERR FINANCIAL PLANNING Corp719$66.3K0.07%+213F-HRTimeline
Hilltop National Bank715$66K0.01%-3,13413F-HRTimeline
Persistent Asset Partners Ltd711$65.6K0.02%new13F-HRTimeline
Ankerstar Wealth, LLC701$64.7K0.05%+15013F-HRTimeline
Field & Main Bank700$64.6K0.01%013F-HR/ATimeline
Private Wealth Asset Management, LLC685$63.2K0.01%013F-HRTimeline
Quantum Portfolio Management LLC667$61.5K0.02%new13F-HRTimeline
Millstone Evans Group, LLC659$60.8K0.03%-43513F-HRTimeline
One River Asset Management, LLC652$60.2K0.29%-17313F-HRTimeline
MONETARY MANAGEMENT GROUP INC650$60K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.645$59.5K0.01%new13F-HRTimeline
Index Technologies Group LLC637$58.8K0.05%new13F-HRTimeline
Kemnay Advisory Services Inc.629$58K0.01%+7113F-HRTimeline
Financial Life Planners627$57.9K0.04%+213F-HRTimeline
Owl Creek Wealth Partners LLC626$57.8K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC623$57.5K0.01%+113F-HRTimeline
Cedar Mountain Advisors, LLC617$57K0.01%+113F-HRTimeline
Westfuller Advisors, LLC605$55.8K0.02%-3713F-HRTimeline
Hughes Financial Services, LLC605$55.8K0.01%+6713F-HRTimeline
Glass Jacobson Investment Advisors llc602$55.6K0.02%+10113F-HRTimeline
Gould Capital, LLC600$55.4K0.03%013F-HRTimeline
North Star Investment Management Corp.594$54.8K<0.01%-3213F-HRTimeline
Wiser Advisor Group LLC577$53.2K0.06%+2713F-HRTimeline
Roble, Belko & Company, Inc575$53K0.01%-27513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN566$52.2K<0.01%-10013F-HRTimeline
Estabrook Capital Management565$52.1K0.01%+5013F-HRTimeline
Carolina Wealth Advisors, LLC565$52.1K0.02%013F-HRTimeline
True Wealth Design, LLC560$51.7K0.01%+9013F-HRTimeline
Clark Wealth Partners552$50.9K0.03%-113F-HRTimeline
WPG Advisers, LLC545$50.3K0.03%-1713F-HRTimeline
Fairscale Capital, LLC544$50.2K0.03%013F-HRTimeline
Gen-Wealth Partners Inc518$47.8K0.01%013F-HRTimeline
NVWM, LLC515$47.5K0.01%013F-HRTimeline
StrongBox Wealth, LLC508$46.9K0.01%new13F-HRTimeline
Focused Wealth Management, Inc507$46.8K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.500$46.1K<0.01%013F-HRTimelineGroup
COUNTRY TRUST BANK497$45.9K<0.01%-1213F-HRTimeline
Trust Co492$45.4K<0.01%+2513F-HRTimeline
DUNCKER STREETT & CO INC488$45.1K0.01%-5213F-HRTimeline
Investors Research Corp487$44.9K0.01%-9613F-HRTimeline
Private Wealth Management Group, LLC481$44.4K0.01%+15013F-HRTimeline
Key Financial Inc476$43.9K0.01%-9313F-HRTimeline
Boreal Capital Management LLC475$43.8K0.03%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.469$43.3K0.01%+24613F-HRTimeline
First PREMIER Bank450$42K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P455$42K<0.01%+17813F-HRTimelineGroup
Washington Trust Advisors, Inc.447$41.2K<0.01%+24213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …447$41.2K0.06%013F-HRTimeline
BAYBAN443$40.9K0.03%-13413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.436$40.2K0.02%-5013F-HRTimeline
Murphy & Mullick Capital Management Corp435$40.2K0.02%013F-HRTimeline
Seneschal Advisors, LLC431$39.8K0.03%+113F-HRTimeline
J.Safra Asset Management Corp425$39.2K<0.01%-34113F-HRTimeline
FIRST FINANCIAL CORP /IN/418$38.6K0.01%-5513F-HRTimeline
Bullock Wealth Management Group397$38K0.02%-1113F-HRTimeline
IAG Wealth Partners, LLC400$36.9K<0.01%013F-HRTimeline
CGC Financial Services, LLC400$36.9K0.01%013F-HRTimeline
Accordant Advisory Group Inc400$36.9K0.02%-10013F-HRTimeline
NCP Inc.400$36.9K0.05%+24813F-HRTimeline
American Capital Advisory, LLC395$36.4K0.01%013F-HRTimeline
JPL Wealth Management, LLC393$36.3K0.01%+2313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC383$35.3K<0.01%+3513F-HRTimeline
SUMMIT SECURITIES GROUP LLC379$35K0.01%+10413F-HRTimeline
Towne Trust Company, N.A366$33.8K0.01%013F-HRTimeline
Bogart Wealth, LLC359$33.1K<0.01%-1813F-HRTimeline
Axxion S.A.358$33K<0.01%13F-HRTimeline
Main Street Group, LTD352$32.5K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…350$32.3K<0.01%+2613F-HRTimeline
Glen Eagle Advisors, LLC347$32K<0.01%+2113F-HRTimeline
Valued Wealth Advisors LLC345$31.9K0.01%-12113F-HRTimeline
Byrne Asset Management LLC344$31.7K0.02%-16013F-HRTimeline
Frazier Financial Advisors, LLC342$31.6K0.02%+7013F-HRTimeline
Fourth Dimension Wealth, LLC342$31.6K0.01%+14213F-HRTimeline
STEPH & CO336$31K0.01%-16713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co300$30.6K0.01%new13F-HRTimeline
Aventus Investment Advisors, Inc.330$30.4K0.02%013F-HRTimeline
Avion Wealth333$30K0.01%+2713F-HRTimeline
Physician Wealth Advisors, Inc.323$29.8K<0.01%-26513F-HRTimeline
ALBION FINANCIAL GROUP /UT310$28.6K<0.01%-1013F-HRTimeline
Prestige Wealth Management Group LLC306$28.2K0.01%+10113F-HRTimeline
Battery Global Advisors, LLC304$28K0.01%+113F-HRTimeline
Stone House Investment Management, LLC300$27.7K<0.01%+213F-HRTimeline
Princeton Global Asset Management LLC296$27.3K<0.01%+1713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC295$27.3K0.01%+113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC293$27K<0.01%13F-HRTimeline
Dogwood Wealth Management LLC293$27K0.01%-5613F-HRTimeline
Beacon Financial Strategies CORP292$26.9K0.01%013F-HRTimeline
GoalVest Advisory LLC285$26.3K<0.01%+513F-HRTimeline
Park Place Capital Corp281$25.9K<0.01%-413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC274$25.3K<0.01%013F-HRTimelineGroup
CKW FINANCIAL GROUP256$25K<0.01%new13F-HRTimeline
Joseph Group Capital Management267$24.6K0.01%-3013F-HRTimeline
Robinswood Financial LLC264$24.4K0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC263$24.3K0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC256$23.6K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC244$23.3K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.249$23K0.01%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP243$22.4K<0.01%new13F-HRTimelineGroup
Bay Harbor Wealth Management, LLC242$22.4K0.01%+2513F-HRTimeline
TD Capital Management LLC239$22.1K<0.01%-22513F-HRTimeline
LFA - Lugano Financial Advisors SA235$21.7K0.01%013F-HRTimeline
Roxbury Financial LLC228$21K0.02%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC229$21K0.01%+513F-HR/ATimeline
Hurley Capital, LLC227$20.9K0.01%+113F-HRTimeline
BOK Financial Private Wealth, Inc.226$20.9K<0.01%+11213F-HRTimeline
Mascoma Wealth Management LLC218$20.1K<0.01%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC215$19.8K<0.01%-2113F-HRTimeline
Salomon & Ludwin, LLC204$19.5K<0.01%-1113F-HRTimeline
Cornerstone Financial Management LLC211$19.5K0.02%+4413F-HR/ATimeline
Front Row Advisors LLC180$19.4K0.01%013F-HRTimeline
Piscataqua Savings Bank207$19.1K0.01%-5013F-HRTimeline
Osbon Capital Management LLC206$19K0.01%+10413F-HRTimeline
Vermillion Wealth Management, Inc.200$18.5K<0.01%-10513F-HRTimeline
Atlantic Edge Private Wealth Management…200$18.5K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…195$18K<0.01%-3013F-HRTimeline
Bare Financial Services, Inc193$17.8K<0.01%+7913F-HRTimeline
Sunrise Financial Services, LLC192$17.7K0.01%-7513F-HRTimeline
MANNING & NAPIER ADVISORS LLC194$17.6K<0.01%-3413F-HRTimeline
Financial Network Wealth Advisors LLC190$17.5K0.02%+2913F-HRTimeline
S&T Bank/PA188$17.3K0.01%-4913F-HRTimeline
Kingdom Financial Group LLC.184$17K<0.01%+7013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC182$16.8K0.01%-3213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.180$16.6K<0.01%new13F-HRTimelineGroup
Acumen Wealth Advisors, LLC176$16.2K<0.01%-52713F-HRTimeline
Trifecta Capital Advisors, LLC175$16.2K<0.01%+413F-HRTimeline
Nova Wealth Management, Inc.175$16.1K0.01%+9913F-HRTimeline
Coston, McIsaac & Partners183$16K<0.01%+113F-HRTimeline
Matrix Trust Co175$16K<0.01%+15813F-HRTimeline
FIRST UNITED BANK & TRUST173$16K<0.01%+8013F-HRTimeline
SITTNER & NELSON, LLC168$15.5K<0.01%-1013F-HRTimeline
Kings Path Partners LLC167$15.4K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO165$15.2K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC164$15.1K<0.01%013F-HRTimeline
Markowski Investments153$14.1K<0.01%13F-HRTimeline
Hoese & Co LLP152$14K0.01%-20013F-HRTimeline
Tanglewood Legacy Advisors, LLC150$13.8K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC147$13.6K<0.01%013F-HRTimeline
Bravera Wealth147$13.6K0.01%013F-HRTimeline
Harborfront Financial Group LLC146$13.5K0.05%13F-HRTimeline
New England Capital Financial Advisors …145$13.3K<0.01%+113F-HRTimeline
Dunhill Financial, LLC143$13.2K<0.01%-8313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST143$13.2K<0.01%+5313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…141$13K0.04%-32,54013F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…147$13K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC128$11.8K<0.01%013F-HRTimeline
Imprint Wealth LLC128$11.8K0.05%013F-HRTimeline
First Pacific Financial127$11.7K<0.01%+11113F-HRTimeline
Rialto Wealth Management, LLC124$11.4K<0.01%+4013F-HRTimeline
HighMark Wealth Management LLC122$11.3K<0.01%-3013F-HRTimeline
High Note Wealth, LLC121$11.2K<0.01%-5113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.121$11.2K0.03%013F-HRTimeline
ICON ADVISERS INC/CO120$11.1K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC116$10.7K<0.01%+10013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.112$10.3K<0.01%013F-HRTimeline
Creative Capital Management Investments…112$10.3K<0.01%new13F-HRTimeline
Gleason Group, Inc.108$9.96K<0.01%new13F-HRTimeline
NFSG Corp108$9.95K<0.01%-25013F-HRTimeline
Abound Wealth Management107$9.85K<0.01%-22213F-HRTimeline
Pacifica Partners Inc.101$9.8K<0.01%-1,06513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.104$9.6K0.01%-2613F-HRTimeline
SFAM, LLC100$9.23K0.01%013F-HRTimeline
Avalon Trust Co100$9.23K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$9.23K<0.01%013F-HR/ATimeline
Monetary Solutions, Ltd100$9.23K0.01%013F-HRTimeline
Kilter Group LLC99$9.13K<0.01%-413F-HRTimeline
Planning Strategies Inc.98$9.04K0.01%13F-HRTimeline
Activest Wealth Management96$8.86K<0.01%-49213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/92$8.49K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.91$8.4K<0.01%-15113F-HRTimeline
Reyes Financial Architecture, Inc.90$8.3K<0.01%013F-HRTimeline
TFC Financial Management, Inc.88$8.12K<0.01%+1113F-HRTimeline
Marquette Asset Management, LLC86$7.94K<0.01%+2413F-HRTimeline
Raleigh Capital Management Inc.83$7.67K<0.01%-2913F-HRTimeline
DiNuzzo Private Wealth, Inc.83$7.66K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC77$7K<0.01%013F-HRTimeline
United Financial Planning Group LLC75$6.92K<0.01%013F-HRTimeline
Winch Advisory Services, LLC84$6.91K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC65$6.62K<0.01%013F-HRTimeline
Orion Capital Management LLC71$6.6K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC69$6.37K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC68$6.28K<0.01%-3013F-HRTimeline