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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
Valued Wealth Advisors LLC316$30.1K0.01%+813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC313$29.9K0.01%+3213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC311$29.7K0.01%+10013F-HRTimelineGroup
Accredited Wealth Management, LLC1,285$29.6K0.02%+97513F-HRTimeline
ALBION FINANCIAL GROUP /UT310$29.6K<0.01%013F-HRTimeline
Battery Global Advisors, LLC301$28.7K0.01%+113F-HRTimeline
Ransom Advisory, Ltd300$28.6K0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC293$28K0.01%+113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…289$27.6K<0.01%+1513F-HRTimeline
West Branch Capital LLC287$27.4K0.01%new13F-HRTimeline
Avion Wealth286$27K0.01%+4413F-HRTimeline
RMG Wealth Management LLC285$26.9K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC279$26.6K<0.01%013F-HRTimeline
Abound Wealth Management275$26.2K0.01%+1013F-HRTimeline
Stone House Investment Management, LLC264$25.2K<0.01%+713F-HRTimeline
Robinswood Financial LLC262$25K0.01%013F-HRTimeline
Financial Connections Group, Inc.271$25K0.01%-1,00013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC256$24.4K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.249$23.8K0.01%013F-HRTimeline
Guerra Advisors Inc242$23.1K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC242$23.1K0.02%013F-HRTimeline
TD Capital Management LLC239$22.8K<0.01%+113F-HRTimeline
Nova Wealth Management, Inc.237$22.7K0.02%013F-HRTimeline
LFA - Lugano Financial Advisors SA235$22.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC238$22.4K<0.01%-1013F-HRTimeline
Roxbury Financial LLC227$21.7K0.02%013F-HRTimeline
Tortoise Investment Management, LLC225$21.5K<0.01%+2113F-HRTimeline
Vermillion Wealth Management, Inc.225$21.5K0.01%+2513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC224$21.4K0.02%013F-HRTimeline
Hurley Capital, LLC223$21.3K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV225$21K0.01%+813F-HRTimeline
Mascoma Wealth Management LLC217$20.7K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC214$20.4K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC213$20.3K<0.01%+7613F-HRTimeline
Dunhill Financial, LLC211$20.1K0.01%-3713F-HRTimeline
Pathway Financial Advisers, LLC208$19.8K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…200$19.1K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$19.1K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC195$18.6K0.02%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI182$17.4K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC180$17.2K0.02%013F-HRTimeline
Front Row Advisors LLC180$17.2K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.174$16.6K<0.01%-25813F-HRTimeline
Financial Network Wealth Advisors LLC174$16.6K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC169$16.1K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO165$15.8K0.01%-13013F-HRTimeline
Rossby Financial, LCC168$15.5K0.01%+1113F-HRTimeline
Marquette Asset Management, LLC160$15.3K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…157$15K0.03%-6,89213F-HRTimeline
Park Place Capital Corp156$14.9K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC153$14.6K<0.01%013F-HR/ATimeline
HighMark Wealth Management LLC152$14.5K0.01%013F-HRTimeline
Red Tortoise LLC148$14.1K0.01%013F-HRTimeline
New England Capital Financial Advisors …143$13.7K0.01%013F-HRTimeline
Aventura Private Wealth, LLC142$13.6K0.01%+3913F-HRTimeline
SITTNER & NELSON, LLC142$13.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC132$12.6K<0.01%-4413F-HRTimeline
Dogwood Wealth Management LLC124$11.8K0.01%+513F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…122$11.6K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.121$11.6K0.03%013F-HRTimeline
ICON ADVISERS INC/CO120$11.5K<0.01%013F-HR/ATimeline
Towne Trust Company, N.A116$11.1K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.114$10.9K<0.01%-39313F-HRTimeline
Bare Financial Services, Inc114$10.9K<0.01%+2413F-HRTimeline
Bay Harbor Wealth Management, LLC114$10.9K<0.01%+1613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC110$10.5K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC115$10.5K0.01%-5013F-HR/ATimeline
Nalls Sherbakoff Group, LLC103$9.83K0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$9.55K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST93$8.88K<0.01%013F-HRTimeline
Silicon Valley Capital Partners92$8.81K<0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/92$8.78K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST90$8.59K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.90$8.59K0.01%013F-HRTimeline
Global Wealth Strategies & Associates83$7.92K<0.01%013F-HRTimeline
High Note Wealth, LLC82$7.83K<0.01%+1013F-HRTimeline
DiNuzzo Private Wealth, Inc.78$7.48K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …77$7.39K<0.01%13F-HRTimelineGroup
TFC Financial Management, Inc.77$7.36K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.75$7.16K<0.01%013F-HRTimeline
United Financial Planning Group LLC75$7.16K<0.01%13F-HRTimeline
Centerpoint Advisors, LLC77$7K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC65$5.98K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.62$5.92K<0.01%013F-HRTimeline
S&T Bank/PA61$5.82K<0.01%+1313F-HRTimeline
Retirement Wealth Solutions LLC59$5.63K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC57$5.44K<0.01%013F-HRTimeline
Winch Advisory Services, LLC57$5.41K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC53$5.06K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC52$4.99K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC52$4.96K<0.01%013F-HRTimeline
Tidemark, LLC51$4.87K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC51$4.87K<0.01%+713F-HRTimeline
Texas Capital Bancshares Inc/TX50$4.77K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.50$4.77K<0.01%013F-HRTimeline
Kilter Group LLC50$4.77K<0.01%+113F-HRTimeline
Nemes Rush Group LLC46$4.39K<0.01%-1113F-HRTimeline
Bangor Savings Bank46$4.39K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC46$4.39K<0.01%13F-HRTimeline
Fairman Group, LLC46$4.39K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC44$4.2K0.08%013F-HRTimeline
Cloud Capital Management, LLC50$4K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC39$3.72K<0.01%013F-HRTimeline
WestEnd Advisors, LLC39$3.72K<0.01%+213F-HRTimeline
PayPay Securities Corp39$3.72K0.13%+213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.33$3.15K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC32$3.06K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC29$2.77K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC28$2.67K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…27$2.58K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC25$2.39K<0.01%+113F-HRTimeline
Focused Wealth Management, Inc21$1.98K<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.21$1.94K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.20$1.93K<0.01%013F-HRTimeline
Kimelman & Baird, LLC19$1.81K<0.01%013F-HRTimeline
Trust Co17$1.62K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC17$1.59K<0.01%013F-HRTimeline
LGT Financial Advisors LLC15$1.43K<0.01%013F-HRTimeline
Perritt Capital Management Inc14$1.34K<0.01%-3513F-HRTimeline
Redwood Park Advisors LLC14$1.34K<0.01%+1013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.11$1.05K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…10$959<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.8$764<0.01%-2813F-HRTimeline
Quest 10 Wealth Builders, Inc.7$674<0.01%013F-HRTimeline
New Millennium Group LLC7$668<0.01%new13F-HRTimeline
Aspect Partners, LLC6$573<0.01%+213F-HRTimeline
Breakwater Investment Management5$478<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4$382<0.01%-19313F-HR/ATimeline
First Pacific Financial3$287<0.01%new13F-HRTimeline
Legacy Bridge, LLC2$191<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC1$95<0.01%new13F-HRTimeline
Global Frontier Investments LLC0$00%013F-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 Ltd1,343$388-2313F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.