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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
ROWLANDMILLER & PARTNERS.ADV1,445$144K0.03%+1013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,436$143K0.01%+28113F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,404$140K0.02%-25313F-HRTimelineGroup
Asset Planning,Inc1,346$135K0.09%+113F-HRTimeline
Caitong International Asset Management …1,301$130K0.03%+89713F-HR/ATimeline
Indiana Trust & Investment Management Co1,267$127K0.04%-813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,263$126K0.03%+3713F-HRTimeline
Wilkerson Advisory Group LLC1,243$124K0.04%13F-HRTimeline
Hara Capital LLC1,238$124K0.07%-8113F-HRTimeline
IMA Advisory Services, Inc.1,231$123K0.01%+7313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,214$121K<0.01%+1513F-HRTimelineGroup
Sherman Asset Management, Inc.1,214$121K0.1%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,202$120K0.05%new13F-HRTimeline
Ares Financial Consulting, LLC1,192$119K0.11%13F-HRTimeline
Pacifica Partners Inc.1,166$118K0.05%013F-HRTimeline
Crews Bank & Trust1,175$117K0.02%013F-HRTimeline
ABOUND FINANCIAL, LLC1,173$117K0.05%new13F-HR/ATimeline
Millstone Evans Group, LLC1,156$115K0.07%013F-HRTimeline
ENTRUST FINANCIAL LLC1,148$115K0.09%13F-HRTimeline
Davis Capital Management1,148$115K0.08%-6013F-HRTimeline
Sound Income Strategies, LLC1,100$114K0.01%+8613F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,130$113K0.11%13F-HRTimeline
Capital Advisors, Ltd. LLC1,067$107K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,056$107K0.02%+2813F-HRTimeline
TRUST CO OF VERMONT1,060$106K<0.01%-79813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,059$106K0.03%+313F-HRTimeline
Roble, Belko & Company, Inc1,037$104K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.1,040$104K0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,039$104K0.03%013F-HRTimeline
Lavaca Capital LLC1,036$103K0.02%new13F-HRTimeline
J.Safra Asset Management Corp1,034$103K0.01%+21913F-HRTimeline
Vermillion & White Wealth Management Gr…1,010$101K0.05%+9913F-HRTimeline
Strategic Advocates LLC1,000$101K0.03%013F-HRTimeline
VSM Wealth Advisory, LLC985$98.3K0.03%+213F-HRTimeline
eCIO, Inc.966$96.5K0.04%new13F-HRTimeline
Align Financial, LLC92,939$92.9K0.07%13F-HRTimeline
Graney & King, LLC928$92.7K0.05%013F-HRTimeline
Community Bank, N.A.918$91.7K0.01%013F-HRTimeline
DV Trading LLC900$89.9K0.01%13F-HRTimeline
Rossby Financial, LCC874$87.3K0.03%+70613F-HRTimeline
CoreFirst Bank & Trust862$86.1K0.05%013F-HRTimeline
Pandora Wealth, Inc.854$85.3K0.05%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT810$80.9K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …789$78.8K0.11%+34213F-HRTimeline
AdvisorNet Financial, Inc767$76.6K<0.01%+12613F-HRTimeline
Harbor Asset Planning, Inc.762$76.1K0.07%+313F-HRTimeline
Disciplina Capital Management LLC761$76K0.01%-8313F-HRTimeline
Ankerstar Wealth, LLC756$75.6K0.08%13F-HRTimeline
FIRST FINANCIAL CORP /IN/750$74.9K0.03%013F-HRTimeline
Cornerstone Planning Group LLC723$74.8K0.01%-327,08013F-HRTimeline
GGM Financial LLC746$74.6K0.04%013F-HRTimeline
WELLINGTON-ALTUS USA INC.742$74.1K0.05%13F-HRTimeline
Missouri Trust & Investment Co735$73.4K0.02%013F-HRTimeline
Signature Resources Capital Management,…722$72.1K0.04%+1513F-HRTimeline
Westfuller Advisors, LLC721$72.1K0.03%-1513F-HRTimeline
Godfrey Financial Associates, Inc.719$71.8K0.06%13F-HRTimeline
Strategic Wealth Advisors LLC720$71K0.06%13F-HRTimeline
Golden State Wealth Management, LLC705$70.5K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC705$70.4K0.01%013F-HRTimeline
Field & Main Bank700$69.9K0.02%013F-HRTimeline
Crewe Advisors LLC696$69.5K0.01%+1213F-HRTimeline
KERR FINANCIAL PLANNING Corp665$68.1K0.09%-25213F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN666$66.5K0.01%+113F-HRTimeline
Kemnay Advisory Services Inc.665$66.4K0.01%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC650$64.9K0.02%013F-HRTimeline
Acumen Wealth Advisors, LLC649$64.8K0.02%13F-HRTimeline
WPG Advisers, LLC649$64.8K0.05%-3713F-HRTimeline
Tradewinds Capital Management, LLC647$64.6K0.01%+2613F-HRTimeline
Global Trust Asset Management, LLC614$61.3K0.02%-1,44713F-HRTimeline
Fortitude Family Office, LLC611$61K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.605$60.5K0.01%+4913F-HRTimeline
Gen-Wealth Partners Inc601$60K0.02%013F-HRTimeline
Gould Capital, LLC600$59.9K0.04%013F-HRTimeline
North Star Investment Management Corp.586$58.5K<0.01%+8613F-HRTimeline
Byrne Asset Management LLC579$57.8K0.03%+5713F-HRTimeline
First Command Advisory Services, Inc.578$57.7K<0.01%+52813F-HRTimeline
BAYBAN577$57.6K0.05%13F-HRTimeline
Carolina Wealth Advisors, LLC565$56.4K0.03%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL555$55.5K0.01%new13F-HRTimeline
Clark Wealth Partners552$55.1K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.550$55K0.02%013F-HRTimeline
Wiser Advisor Group LLC548$54.7K0.06%+1913F-HRTimeline
Knuff & Co LLC546$54.6K0.02%013F-HRTimeline
Fairscale Capital, LLC544$54.4K0.04%013F-HRTimeline
Hughes Financial Services, LLC543$54.3K0.01%013F-HRTimeline
Investors Research Corp530$53K0.01%013F-HRTimeline
NVWM, LLC515$51.5K0.01%013F-HRTimeline
COUNTRY TRUST BANK509$50.9K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC508$50.7K<0.01%013F-HRTimeline
Catalyst Capital Advisors LLC505$50.5K<0.01%-36413F-HRTimeline
Glass Jacobson Investment Advisors llc501$50K0.02%+113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.500$50K<0.01%013F-HRTimelineGroup
Key Financial Inc476$47.6K0.01%013F-HRTimeline
Boreal Capital Management LLC475$47.5K0.04%013F-HRTimeline
TD Capital Management LLC463$46.2K<0.01%+22413F-HRTimeline
Activest Wealth Management462$46.2K0.01%-4413F-HRTimeline
Wealth Watch Advisors, INC461$46.1K0.02%-913F-HRTimeline
First PREMIER Bank450$45K0.01%-10713F-HRTimeline
STEPH & CO444$44.4K0.01%+5813F-HRTimeline
Sachetta, LLC435$43.5K0.02%-113F-HRTimeline
Murphy & Mullick Capital Management Corp435$43.5K0.03%+213F-HRTimeline
Seneschal Advisors, LLC428$42.8K0.03%+113F-HRTimeline
Cedar Mountain Advisors, LLC426$42.5K0.01%+113F-HRTimeline
SHP Wealth Management423$42.3K<0.01%13F-HRTimeline
Bullock Wealth Management Group408$40.7K0.02%-30713F-HRTimeline
Beaird Harris Wealth Management, LLC403$40.3K<0.01%-1913F-HRTimeline
IAG Wealth Partners, LLC400$40K<0.01%013F-HRTimeline
CGC Financial Services, LLC400$40K0.01%013F-HRTimeline
Trust Co396$39.6K<0.01%+37913F-HRTimeline
American Capital Advisory, LLC395$39.5K0.02%013F-HRTimeline
Estabrook Capital Management395$39.5K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P385$38.5K<0.01%-1413F-HRTimelineGroup
Bogart Wealth, LLC377$37.6K<0.01%-7413F-HRTimeline
Battery Global Advisors, LLC374$37.3K0.02%+7313F-HRTimeline
Trifecta Capital Advisors, LLC371$37.1K0.01%-18613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC367$36.6K0.01%-2,83313F-HRTimeline
Towne Trust Company, N.A366$36.6K0.01%+25013F-HRTimeline
Abound Wealth Management361$36.1K0.01%+8613F-HRTimeline
Howard Hughes Medical Institute360$36K0.02%-713F-HRTimeline
NFSG Corp357$35.7K0.01%013F-HRTimeline
Hoese & Co LLP352$35.2K0.03%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC341$34.1K0.01%+2813F-HRTimeline
Valued Wealth Advisors LLC337$33.7K0.01%+2113F-HRTimeline
NCP Inc.334$33.4K0.03%new13F-HRTimeline
Private Wealth Management Group, LLC331$33.1K0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.330$33K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC325$32.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC321$32K<0.01%+18913F-HRTimeline
REDMONT WEALTH ADVISORS LLC317$31.7K0.05%-4113F-HRTimeline
ALBION FINANCIAL GROUP /UT310$31K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…309$30.9K<0.01%+2013F-HRTimeline
Ransom Advisory, Ltd300$30K0.01%013F-HRTimeline
RMG Wealth Management LLC285$29.8K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC297$29.7K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC293$29.4K0.01%013F-HRTimeline
Beacon Financial Strategies CORP292$29.2K0.02%new13F-HRTimeline
GoalVest Advisory LLC280$28K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC279$27.9K<0.01%013F-HRTimeline
Mendota Financial Group, LLC277$27.7K0.02%-25413F-HRTimeline
Avion Wealth271$27K0.01%-1513F-HRTimeline
Financial Connections Group, Inc.271$27K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC269$26.9K0.02%-19013F-HRTimeline
True Wealth Design, LLC268$26.8K0.01%-21713F-HRTimeline
Stone House Investment Management, LLC267$26.7K<0.01%+313F-HRTimeline
Robinswood Financial LLC262$26.3K0.01%013F-HRTimeline
Piscataqua Savings Bank257$25.7K0.02%new13F-HRTimeline
Nova Wealth Management, Inc.255$25.5K0.02%+1813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.249$24.9K0.01%013F-HRTimeline
Salomon & Ludwin, LLC238$24.7K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC247$24.7K0.01%+12313F-HRTimeline
VISION FINANCIAL MARKETS LLC243$24.2K0.02%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC224$24K0.02%013F-HRTimeline
Dunhill Financial, LLC238$23.7K0.01%+2713F-HRTimeline
LFA - Lugano Financial Advisors SA235$23.5K0.01%013F-HRTimeline
Luken Investment Analytics, LLC232$23.2K0.01%new13F-HRTimeline
PALLADIEM, LLC230$23.1K0.02%13F-HRTimeline
Roxbury Financial LLC228$22.8K0.02%+113F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …226$22.6K<0.01%new13F-HRTimelineGroup
Hurley Capital, LLC224$22.4K0.01%+113F-HRTimeline
Torren Management, LLC224$22.3K0.01%13F-HRTimeline
Park Place Capital Corp218$21.8K<0.01%+6213F-HRTimeline
Mascoma Wealth Management LLC217$21.7K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC214$21.4K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC213$21.3K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC211$21.1K0.01%new13F-HRTimeline
Bravera Wealth207$20.7K0.01%13F-HRTimeline
Wellington Grp LLC203$20.3K0.01%13F-HR/ATimeline
Vermillion Wealth Management, Inc.200$20K0.01%-2513F-HRTimeline
Atlantic Edge Private Wealth Management…200$20K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$20K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC195$19.5K0.02%013F-HRTimeline
Sunrise Financial Services, LLC192$19.2K0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV191$19K0.01%-3413F-HRTimeline
SITTNER & NELSON, LLC178$18.7K0.01%+3613F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI185$18.5K<0.01%+313F-HRTimeline
Coston, McIsaac & Partners182$18K<0.01%new13F-HRTimeline
Front Row Advisors LLC180$18K0.01%013F-HRTimeline
IMG Wealth Management, Inc.178$17.8K0.01%+10313F-HRTimeline
Prestige Wealth Management Group LLC174$17.4K<0.01%+2113F-HRTimeline
Washington Trust Advisors, Inc.174$17.4K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC174$17.4K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC169$16.9K0.01%013F-HRTimeline
ADIRONDACK TRUST CO165$16.5K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC152$15.2K<0.01%+3813F-HRTimeline
HighMark Wealth Management LLC152$15.2K0.01%013F-HRTimeline
Red Tortoise LLC148$14.8K0.01%013F-HRTimeline
Aventura Private Wealth, LLC147$14.7K0.01%+513F-HRTimeline
Joseph Group Capital Management145$14.5K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …144$14.4K0.01%+113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC142$14.2K0.01%13F-HRTimeline
High Note Wealth, LLC138$13.8K<0.01%+5613F-HRTimeline
SWISS RE LTDin group SWISS RE LTD133$13.3K<0.01%13F-HRTimelineGroup
Nemes Rush Group LLC128$12.8K<0.01%+8213F-HRTimeline
Imprint Wealth LLC128$12.8K0.06%-35713F-HRTimeline
Cornerstone Financial Management LLC127$12.7K0.01%13F-HR/ATimeline
Bare Financial Services, Inc127$12.7K<0.01%+1313F-HRTimeline
2UniFi Bank122$12.2K0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.121$12.1K0.03%013F-HRTimeline
ICON ADVISERS INC/CO120$12K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC115$11.5K<0.01%-2,58513F-HRTimelineGroup