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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers
2,287
13F filers
2,343
New
164
Added
988
Reduced
877
Sold out
157
Shares held by filers
1,411,597,848

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BOK Financial Private Wealth, Inc.114$10.7K<0.01%013F-HRTimeline
Bare Financial Services, Inc114$10.7K<0.01%-1313F-HRTimeline
Raleigh Capital Management Inc.112$10.5K<0.01%+9213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.112$10.5K<0.01%new13F-HRTimeline
Kilter Group LLC103$9.68K<0.01%+113F-HRTimeline
Osbon Capital Management LLC102$9.59K0.01%013F-HRTimeline
SFAM, LLC100$9.4K0.01%013F-HRTimeline
Avalon Trust Co100$9.4K<0.01%new13F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$9.4K<0.01%013F-HRTimeline
Monetary Solutions, Ltd100$9.4K0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC100$9.4K0.01%13F-HRTimeline
Retirement Wealth Solutions LLC98$9.21K0.01%+7813F-HRTimeline
Atomic Invest LLC98$9.14K<0.01%-713F-HRTimeline
Sapience Investments, LLC94$8.83K1.14%new13F-HRTimeline
FIRST UNITED BANK & TRUST93$8.74K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/92$8.65K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST90$8.46K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.90$8.46K0.01%013F-HRTimeline
Burk Holdings LLC90$8.46K<0.01%new13F-HRTimeline
Bayforest Capital Ltd85$7.99K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC84$7.89K<0.01%+3013F-HRTimeline
DiNuzzo Private Wealth, Inc.83$7.8K<0.01%013F-HRTimeline
TFC Financial Management, Inc.77$7.24K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.76$7.12K<0.01%-17913F-HRTimeline
United Financial Planning Group LLC75$7.05K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC77$7K<0.01%013F-HRTimeline
Orion Capital Management LLC71$6.7K<0.01%+2113F-HRTimeline
Winch Advisory Services, LLC84$6.59K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC69$6.49K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC65$6.07K<0.01%013F-HRTimeline
Tidemark, LLC64$6.01K<0.01%+1313F-HRTimeline
Marquette Asset Management, LLC62$5.83K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.62$5.83K<0.01%013F-HRTimeline
Clayton Financial Group LLC61$5.73K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.61$5.73K<0.01%-4213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…58$5.45K<0.01%+1113F-HRTimelineGroup
Torren Management, LLC57$5.39K<0.01%-16713F-HRTimeline
1 NORTH WEALTH SERVICES LLC57$5.36K<0.01%013F-HRTimeline
WestEnd Advisors, LLC55$5.17K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC52$4.89K<0.01%013F-HRTimeline
1015 Capital Partners, LLC51$4.79K<0.01%013F-HRTimeline
Register Financial Advisors LLC49$4.61K<0.01%new13F-HRTimeline
BARD ASSOCIATES INC47$4.42K<0.01%new13F-HRTimeline
Bangor Savings Bank46$4.32K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC42$3.95K<0.01%-46613F-HRTimeline
ROSS\JOHNSON & Associates LLC42$3.95K0.07%-613F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.40$3.76K<0.01%013F-HRTimeline
Key Capital Management, INC40$3.76K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC39$3.67K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC39$3.67K<0.01%new13F-HRTimeline
LM Advisors LLC317$3.37K0.06%new13F-HRTimeline
Minot DeBlois Advisors LLC35$3.29K<0.01%-16013F-HRTimeline
Benson Wealth Management INC35$3.29K<0.01%013F-HRTimeline
PayPay Securities Corp34$3.15K0.11%-1313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.33$3.1K<0.01%013F-HRTimeline
PlanVest Financial, Inc30$2.83K<0.01%13F-HRTimeline
Elevated Capital Advisors, LLC30$2.82K<0.01%-1713F-HRTimeline
Richard W. Paul & Associates, LLC30$2.82K<0.01%+1713F-HRTimeline
MJT & Associates Financial Advisory Gro…27$2.54K<0.01%013F-HRTimeline
Vision Retirement, LLC27$2.54K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC26$2.48K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC24$2.26K<0.01%-2913F-HRTimeline
Fairman Group, LLC23$2.16K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.22$2.07K<0.01%+1513F-HRTimeline
Matrix Trust Co17$2K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.20$1.9K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc20$1.88K<0.01%new13F-HRTimeline
Aspect Partners, LLC19$1.79K<0.01%-613F-HRTimeline
DecisionPoint Financial, LLC17$1.62K<0.01%013F-HRTimeline
First Pacific Financial16$1.51K<0.01%+713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC16$1.5K<0.01%013F-HRTimeline
Basepoint Wealth LLC12$1.15K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST11$1.03K<0.01%13F-HRTimeline
Redwood Park Advisors LLC11$1.03K<0.01%-313F-HRTimeline
Networth Advisors, LLC11$1.03K<0.01%new13F-HRTimeline
Phillip James Consulting Co.12$1K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC10$943<0.01%013F-HRTimeline
Hara Capital LLC10$940<0.01%-1,22813F-HRTimeline
USA FINANCIAL FORMULAS9$846<0.01%-5,28113F-HRTimeline
CURIO WEALTH, LLC7$658<0.01%new13F-HRTimeline
NorthAvenue LLC7$658<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.4$376<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.2$188<0.01%-160,69013F-HRTimeline
Financially Speaking Inc1$94<0.01%new13F-HRTimeline
Global Frontier Investments LLC0$00%013F-HR/ATimelineValue 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 Ltd1,067$317-13713F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline