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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
Glen Eagle Advisors, LLC217$19.8K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC214$19.5K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC211$19.3K<0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV217$19K0.01%013F-HRTimeline
Tortoise Investment Management, LLC204$18.6K<0.01%+7513F-HRTimeline
Vermillion Wealth Management, Inc.200$18.2K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…200$18.2K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$18.2K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.197$18K0.02%13F-HRTimeline
Minot DeBlois Advisors LLC195$17.8K0.02%013F-HRTimeline
Gleason Group, Inc.194$17.7K<0.01%+113F-HRTimeline
Decker Retirement Planning Inc.190$17.3K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC188$17.1K<0.01%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC224$17K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI182$16.6K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC180$16.4K0.02%013F-HRTimeline
Front Row Advisors LLC180$16.4K0.01%-3,40913F-HRTimeline
McIlrath & Eck, LLC176$16K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC174$15.9K0.02%+113F-HRTimeline
True Wealth Design, LLC174$15.9K0.01%+2513F-HRTimeline
Transce3nd, LLC167$15.2K0.01%+2113F-HRTimeline
MRP Capital Investments, LLC165$15.1K0.01%+5013F-HRTimeline
Rossby Financial, LCC157$14.3K0.01%+12113F-HRTimeline
PrairieView Partners, LLC162$14K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC153$14K<0.01%013F-HR/ATimeline
HighMark Wealth Management LLC152$13.9K0.01%+2613F-HRTimeline
Red Tortoise LLC148$13.5K0.01%013F-HRTimeline
New England Capital Financial Advisors …143$13K0.01%+113F-HRTimeline
SITTNER & NELSON, LLC142$13K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC137$12.5K<0.01%+9413F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…122$11.1K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.121$11K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.121$11K0.03%013F-HRTimeline
ICON ADVISERS INC/CO120$10.9K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC119$10.9K0.01%+2513F-HRTimeline
BFSG, LLC118$10.8K<0.01%-16513F-HRTimeline
Towne Trust Company, N.A116$10.6K<0.01%013F-HR/ATimeline
Robbins Farley108$9.85K<0.01%013F-HRTimeline
NFSG Corp107$9.75K<0.01%-7613F-HRTimeline
Aventura Private Wealth, LLC103$9.41K<0.01%+813F-HRTimeline
Nalls Sherbakoff Group, LLC103$9.4K0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$9.12K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC98$8.92K<0.01%+3013F-HRTimeline
Uniplan Investment Counsel, Inc.97$8.89K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST93$8.48K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/92$8.39K<0.01%new13F-HR/ATimelineGroup
Morse Asset Management, Inc91$8.3K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST90$8.21K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.90$8.21K0.01%013F-HRTimeline
Bare Financial Services, Inc90$8.21K<0.01%+6413F-HRTimeline
Global Wealth Strategies & Associates83$7.57K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.78$7.12K<0.01%013F-HRTimeline
TFC Financial Management, Inc.77$7.03K<0.01%-2913F-HRTimeline
IMG Wealth Management, Inc.75$6.84K0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC74$6.75K<0.01%013F-HRTimeline
High Note Wealth, LLC72$6.57K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC70$6.41K<0.01%-1713F-HRTimeline
Holos Integrated Wealth LLC65$6.31K<0.01%013F-HRTimeline
GFG Capital, LLC69$6.3K<0.01%-37,07813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.62$5.66K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC58$5.29K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC58$5.29K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC57$5.2K<0.01%013F-HRTimeline
Nemes Rush Group LLC57$5.2K<0.01%+2413F-HRTimeline
Winch Advisory Services, LLC57$5.16K<0.01%+113F-HRTimeline
DUNCKER STREETT & CO INC53$4.84K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC52$4.74K<0.01%013F-HRTimeline
Tidemark, LLC51$4.65K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.50$4.56K<0.01%013F-HRTimeline
Perritt Capital Management Inc49$4.47K<0.01%013F-HR/ATimeline
Kilter Group LLC49$4.47K<0.01%new13F-HRTimeline
S&T Bank/PA48$4.38K<0.01%+3213F-HRTimeline
Bangor Savings Bank46$4.2K<0.01%013F-HRTimeline
Fairman Group, LLC46$4.2K<0.01%013F-HRTimeline
Garde Capital, Inc.45$4.11K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC44$4.01K<0.01%+613F-HRTimeline
ROSS\JOHNSON & Associates LLC44$4.01K0.08%013F-HRTimeline
GoalVest Advisory LLC43$3.92K<0.01%-9313F-HRTimeline
Caitong International Asset Management …40$3.65K<0.01%+3713F-HRTimeline
HOEY INVESTMENTS, INC39$3.56K<0.01%013F-HRTimeline
SWAN Capital LLC39$3.56K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.39$3.56K<0.01%+2713F-HRTimeline
WestEnd Advisors, LLC37$3.38K<0.01%-1313F-HRTimeline
PayPay Securities Corp37$3.38K0.16%+413F-HRTimeline
AMERIFLEX GROUP, INC.36$3.22K<0.01%013F-HRTimeline
Stephens Consulting, LLC34$3.1K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.33$3.01K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC32$2.92K<0.01%13F-HRTimeline
Evergreen Private Wealth LLC29$2.65K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC28$2.56K<0.01%-613F-HRTimeline
MJT & Associates Financial Advisory Gro…27$2.46K<0.01%013F-HR/ATimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.26$2.37K<0.01%-1913F-HR/ATimelineGroup
TOTAL INVESTMENT MANAGEMENT INC25$2.28K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC24$2.19K<0.01%+1413F-HRTimeline
DHJJ Financial Advisors, Ltd.20$1.84K<0.01%013F-HRTimeline
Kimelman & Baird, LLC19$1.73K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC17$1.57K<0.01%+1713F-HRTimeline
Trust Co17$1.55K<0.01%013F-HRTimeline
NVWM, LLC15$1.37K<0.01%+713F-HRTimeline
LGT Financial Advisors LLC15$1.37K<0.01%new13F-HRTimeline
Pineridge Advisors LLC14$1.28K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.7$644<0.01%013F-HRTimeline
Aspect Partners, LLC4$365<0.01%013F-HRTimeline
Redwood Park Advisors LLC4$365<0.01%new13F-HRTimeline
Legacy Bridge, LLC2$183<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP434$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Global Frontier Investments LLC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,366$365-73813F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.