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Disclosery

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
Legacy Bridge, LLC115$11.5K<0.01%+11313F-HRTimeline
MRP Capital Investments, LLC115$11.5K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.114$11.4K<0.01%013F-HRTimeline
Atomic Invest LLC105$10.5K0.01%13F-HRTimeline
Nalls Sherbakoff Group, LLC103$10.3K0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.103$10.3K0.01%13F-HRTimeline
Osbon Capital Management LLC102$10.2K0.01%13F-HRTimeline
Kilter Group LLC102$10.2K<0.01%+5213F-HRTimeline
SFAM, LLC100$9.99K0.01%13F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$9.99K<0.01%013F-HR/ATimeline
Investors Portfolio Services LLC100$9.99K0.01%13F-HRTimeline
Monetary Solutions, Ltd100$9.99K0.01%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC97$9.75K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST93$9.29K<0.01%013F-HRTimeline
Silicon Valley Capital Partners93$9.24K<0.01%+113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/92$9.19K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST90$8.99K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.90$8.99K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.83$8.29K<0.01%+513F-HRTimeline
Centerpoint Advisors, LLC77$8K<0.01%013F-HRTimeline
TFC Financial Management, Inc.77$7.7K<0.01%013F-HRTimeline
United Financial Planning Group LLC75$7.49K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC69$6.89K<0.01%13F-HRTimeline
Turning Point Benefit Group, Inc.68$6.79K<0.01%+4713F-HRTimeline
Comprehensive Financial Planning, Inc./…67$6.69K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC65$6.6K<0.01%013F-HRTimeline
Winch Advisory Services, LLC84$6.51K<0.01%+2713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.62$6.19K<0.01%013F-HRTimeline
Clayton Financial Group LLC61$6.09K<0.01%new13F-HRTimeline
Stephens Consulting, LLC60$6K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC60$6K<0.01%-25113F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.59$5.89K<0.01%+5513F-HRTimeline
1 NORTH WEALTH SERVICES LLC57$5.7K<0.01%013F-HRTimeline
WestEnd Advisors, LLC55$5.5K<0.01%+1613F-HRTimeline
Rialto Wealth Management, LLC54$5.4K<0.01%+313F-HRTimeline
HFM Investment Advisors, LLC53$5.3K<0.01%+2813F-HRTimeline
DUNCKER STREETT & CO INC53$5.29K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC52$5.2K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC52$5.2K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.51$5.11K<0.01%new13F-HRTimeline
Tidemark, LLC51$5.09K<0.01%013F-HRTimeline
1015 Capital Partners, LLC51$5.09K0.01%13F-HRTimeline
Orion Capital Management LLC50$5K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC48$4.8K0.09%+413F-HRTimeline
Elevated Capital Advisors, LLC47$4.7K<0.01%new13F-HRTimeline
PayPay Securities Corp47$4.7K0.14%+813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…47$4.7K<0.01%new13F-HRTimelineGroup
Bangor Savings Bank46$4.6K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.40$4.16K<0.01%13F-HRTimeline
HOEY INVESTMENTS, INC39$3.9K<0.01%013F-HRTimeline
Greenline Wealth Management LLC37$3.7K<0.01%13F-HRTimeline
Merited Wealth, LLC37$3.7K<0.01%13F-HRTimeline
Benson Wealth Management INC35$3.5K<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.33$3.3K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC32$3.2K<0.01%new13F-HRTimeline
S&T Bank/PA32$3.2K<0.01%-2913F-HRTimeline
Wealth Preservation Advisors, LLC31$3.1K<0.01%+313F-HRTimeline
MJT & Associates Financial Advisory Gro…27$2.7K<0.01%013F-HR/ATimeline
Vision Retirement, LLC27$2.7K<0.01%13F-HRTimeline
Aspect Partners, LLC25$2.5K<0.01%+1913F-HRTimeline
Fairman Group, LLC23$2.3K<0.01%-2313F-HRTimeline
DHJJ Financial Advisors, Ltd.20$2.02K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC20$2K<0.01%-3913F-HRTimeline
Lloyd Advisory Services, LLC.20$2K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.20$2K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC17$1.72K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC16$1.6K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC14$1.4K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC13$1.3K<0.01%new13F-HRTimeline
Basepoint Wealth LLC12$1.21K<0.01%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.11$1.16K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC10$1K<0.01%new13F-HRTimeline
First Pacific Financial9$900<0.01%+613F-HRTimeline
One River Asset Management, LLC8$799<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.7$705<0.01%013F-HRTimeline
NorthAvenue LLC7$700<0.01%13F-HRTimeline
Whipplewood Advisors, LLC5$500<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.4$400<0.01%-413F-HRTimeline
Strive Financial Group ,LLC3$300<0.01%13F-HR/ATimeline
VESTOR CAPITAL, LLC15,275$1490.01%+13,69113F-HRTimeline
LMR Partners LLPin group LMR Partners LLP1$100<0.01%new13F-HRTimelineGroup
Laurel Wealth Advisors LLC1$100<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
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 Ltd1,204$377-13913F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.