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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
AMERIFLEX GROUP, INC.64$5.91K<0.01%+6013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.62$5.72K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC58$5.35K<0.01%-8413F-HRTimeline
Torren Management, LLC57$5.3K<0.01%013F-HRTimeline
WestEnd Advisors, LLC57$5.26K<0.01%+213F-HRTimeline
1 NORTH WEALTH SERVICES LLC57$5.26K<0.01%013F-HRTimeline
Burk Holdings LLC57$5.26K<0.01%-3313F-HRTimeline
Tidemark, LLC55$5.08K<0.01%-913F-HRTimeline
Nvest Wealth Strategies, Inc.55$5.08K<0.01%-613F-HRTimeline
Paladin Advisory Group, LLC52$4.8K<0.01%013F-HRTimeline
1015 Capital Partners, LLC49$4.52K<0.01%-213F-HRTimeline
LifeSteps Financial, Inc.46$4.24K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC44$4.06K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC44$4.06K0.06%+213F-HRTimeline
HFM Investment Advisors, LLC44$4.06K<0.01%+2013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV53$4K<0.01%-13913F-HRTimeline
CBIZ Investment Advisory Services, LLC42$3.95K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…40$3.69K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.40$3.69K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC39$3.6K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC35$3.23K<0.01%013F-HRTimeline
Benson Wealth Management INC35$3.23K<0.01%013F-HRTimeline
PayPay Securities Corp34$3.14K0.08%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC34$3.14K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.33$3.04K<0.01%-8113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.33$3.04K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC32$2.95K<0.01%new13F-HRTimeline
PlanVest Financial, Inc30$2.78K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC30$2.77K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC30$2.77K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC28$2.7K<0.01%+1113F-HRTimeline
MJT & Associates Financial Advisory Gro…27$2.49K<0.01%013F-HRTimeline
Vision Retirement, LLC27$2.49K<0.01%013F-HRTimeline
Fairman Group, LLC23$2.12K<0.01%013F-HRTimeline
Atomic Invest LLC23$2.04K<0.01%-7513F-HRTimeline
Oakmont Advisory Group, LLC21$1.94K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.20$1.86K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC20$1.85K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…20$1.84K<0.01%new13F-HRTimeline
Quarry LP20$1.84K<0.01%-1,12913F-HRTimeline
Whipplewood Advisors, LLC20$1.84K<0.01%-20913F-HRTimeline
Aspect Partners, LLC19$1.75K<0.01%013F-HRTimeline
Key Capital Management, INC19$1.75K<0.01%-2113F-HRTimeline
Decker Retirement Planning Inc.17$1.57K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC16$1.48K<0.01%new13F-HRTimeline
Copia Wealth Management14$1.29K<0.01%new13F-HRTimeline
Register Financial Advisors LLC13$1.2K<0.01%-3613F-HRTimeline
Mosley Wealth Management13$1.2K<0.01%new13F-HRTimeline
Basepoint Wealth LLC12$1.13K<0.01%013F-HRTimeline
Phillip James Consulting Co.12$1.11K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST11$1.01K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC11$1.01K<0.01%new13F-HRTimeline
Navigoe, LLC13$1K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC10$925<0.01%013F-HRTimeline
Mechanics Financial Corp10$923<0.01%new13F-HRTimeline
Downshift Financial, LLC10$923<0.01%new13F-HRTimeline
Caitong International Asset Management …8$738<0.01%-5,97813F-HRTimeline
NorthAvenue LLC7$646<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.4$370<0.01%13F-HRTimeline
Redwood Park Advisors LLC4$370<0.01%-713F-HRTimeline
Cordant, Inc.3$311<0.01%new13F-HRTimeline
Strive Financial Group ,LLC3$277<0.01%new13F-HR/ATimeline
Financially Speaking Inc1$94<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC1$93<0.01%new13F-HRTimeline
Freestone Grove Partners LP1$92<0.01%-680,81713F-HRTimeline
Napier Financial, LLC1$92<0.01%-22213F-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 Ltd1,052$326-1513F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.