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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,957 managers (1,997 13F filers) reported a position in SCHW shares at 2024-12-31, 1,497,386,491 shares in all. 151 filers opened a position and 108 filers sold out during the quarter.

Managers
1,957
13F filers
1,997
New
151
Added
707
Reduced
756
Sold out
108
Shares held by filers
1,497,386,491

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Lansforsakringar Fondforvaltning AB (pu…534,637$39.6M0.22%13F-HR/ATimeline
Handelsbanken Fonder AB533,712$39.5M0.15%+52,84513F-HRTimeline
Rafferty Asset Management, LLC527,421$39M0.14%+20,93813F-HRTimeline
Mariner, LLCin group Mariner, LLC522,541$38.7M0.06%-91,31013F-HRTimelineGroup
Public Sector Pension Investment Board520,925$38.6M0.16%+261,15813F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.517,640$38.3M0.38%+87,21913F-HRTimeline
Creative Planningin group Creative Planning513,579$38M0.04%+2,20313F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding510,199$37.8M-43,427Timeline
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.507,190$37.5M2.21%+17,17513F-HRTimelineGroup
Aquatic Capital Management LLC506,858$37.5M1.02%+307,25813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC501,260$37.1M1.64%+2,34613F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …496,195$36.7M0.22%-498,05713F-HRTimeline
MACKENZIE FINANCIAL CORP495,524$36.7M0.05%+24,67713F-HR/ATimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A491,025$36.3M0.12%+341,56713F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding488,332$36.1M-538,953Timeline
OAK ASSOCIATES LTD /OH/485,604$35.9M2.48%+22,47213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp479,291$35.5M1.07%-7,87013F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…477,668$35.4M0.21%+2,77113F-HRTimelineGroup
Man Group plcin group Man Group plc465,100$34.4M0.1%+101,18713F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM462,975$34.3M0.21%+29,82413F-HRTimeline
FIRST MANHATTAN CO. LLC.461,797$34.2M0.1%+6,62113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC460,275$34.1M0.13%+81113F-HRTimeline
Crown Oak Advisors, LLC457,507$33.9M17.43%+13113F-HRTimeline
Carnegie Investment Counsel455,659$33.7M0.97%-2,86513F-HRTimeline
Hardman Johnston Global Advisors LLC450,493$33.3M1.38%-93,20013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA402,082$32.9M1.56%-7,59213F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS440,216$32.6M0.14%-60,35613F-HRTimelineGroup
Trexquant Investment LP432,215$32M0.37%+263,52613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding436,635$31.4M+8,326Timeline
Lido Advisors, LLCin group Lido Advisors, LLC415,294$30.7M0.19%+29,02813F-HRTimelineGroup
Hosking Partners LLP412,674$30.5M1.19%-13,98813F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM405,766$30M0.16%-1,10013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…402,189$29.8M0.16%+6,98813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC401,874$29.7M0.08%+229,83213F-HRTimelineGroup
HighTower Advisors, LLC400,713$29.7M0.04%-6,63513F-HRTimeline
DekaBank Deutsche Girozentrale396,106$29.3M0.05%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC387,951$28.7M0.04%-23,26113F-HRTimeline
Cresset Asset Management, LLC384,799$28.5M0.14%-149,68313F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.384,431$28.5M0.15%-16,21613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC383,957$28.4M0.05%-555,89713F-HRTimelineGroup
Point72 Hong Kong Ltd380,285$28.1M1.76%+273,39013F-HRTimeline
Cetera Investment Advisers379,230$28.1M0.06%-7,94413F-HRTimeline
D.A. DAVIDSON & CO.378,327$28M0.23%-7,64313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC375,856$27.8M0.31%-54213F-HRTimeline
North Reef Capital Management LP374,999$27.8M1.25%-225,00013F-HRTimeline
FORSTA AP-FONDEN365,001$27M0.19%+31,90013F-HRTimeline
Eagle Ridge Investment Management363,344$26.9M2.35%+1,33813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PARK PRESIDIO CAPITAL LLC362,759$26.8M6.11%-6,22313F-HRTimeline
Federation des caisses Desjardins du Qu…346,238$25.6M0.13%-22,78513F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC343,871$25.4M0.12%013F-HRTimelineGroup
Freestone Grove Partners LP339,286$25.1M0.31%13F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.331,785$24.6M3.34%+6,29813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO327,418$24.2M0.44%-53,48513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.336,868$24.1M0.05%-2,31613F-HR/ATimelineGroup
Czech National Bank324,128$24M0.22%+19,80613F-HRTimeline
PARK NATIONAL CORP /OH/324,110$24M0.88%-20,64213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC323,301$23.9M0.04%-40,43013F-HRTimelineGroup
Sequoia Financial Advisors, LLC321,796$23.8M0.23%-5,94513F-HR/ATimeline
WORLDQUANT MILLENNIUM ADVISORS LLC321,483$23.8M0.15%-61,84413F-HRTimeline
ProShare Advisors LLC320,350$23.7M0.05%+33,23013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…317,864$23.5M0.15%-7,34213F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)314,783$23.3M0.11%+11,06413F-HRTimeline
COMERICA BANK313,822$23.2M0.09%-14,17413F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…306,725$22.7M0.02%+38513F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.306,411$22.7M1.32%+159,94413F-HRTimeline
Caisse de depot et placement du Quebec304,000$22.5M0.05%-795,80113F-HRTimeline
Davis Selected Advisers300,056$22.2M0.13%+35113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD357,542$22.2M0.03%+205,15713F-HRTimelineGroup
USS Investment Management Ltd298,443$22.1M0.15%-5,48313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC296,978$22M0.03%+207,26313F-HRTimelineGroup
Twin Tree Management, LP296,851$22M0.53%+135,47013F-HRTimeline
IFM Investors Pty Ltd295,694$21.9M0.22%-8,02813F-HRTimeline
AMALGAMATED BANK288,364$21.3M0.18%-7,02313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp288,083$21.3M0.07%-51,81913F-HRTimelineGroup
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…285,360$21.1M0.21%+25,60013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC284,974$21.1M3.2%-7,95513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…282,092$20.9M2.19%+76113F-HRTimeline
Schonfeld Strategic Advisors LLC282,082$20.9M0.13%+185,38413F-HRTimeline
Financiere des Professionnels - Fonds d…276,553$20.5M1.43%-15,49013F-HRTimeline
FINANCIAL COUNSELORS INC272,038$20.1M0.29%-3,93813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …269,282$19.9M0.05%+75,40113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS266,342$19.7M0.06%+34,45113F-HRTimeline
ExodusPoint Capital Management, LP266,115$19.7M0.2%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…265,831$19.7M0.05%-37213F-HRTimelineGroup
DAVENPORT & Co LLC264,745$19.6M0.11%+8,02913F-HRTimeline
Crossmark Global Holdings, Inc.263,103$19.5M0.36%+10,30213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC261,728$19.4M0.41%-78,66913F-HRTimelineGroup
XPONANCE LLC260,195$19.3M0.18%+37,88113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS259,327$19.2M0.93%-3,20713F-HRTimeline
Heron Bay Capital Management258,872$19.2M4%-11,54213F-HRTimeline
AMF Tjanstepension AB257,730$19.1M0.14%+47,02113F-HRTimeline
CWM, LLCin group CWM, LLC256,339$19M0.08%-43,80313F-HRTimelineGroup
CIBC Asset Management Inc255,449$18.9M0.06%+9,57813F-HRTimeline
Varma Mutual Pension Insurance Co252,981$18.7M0.14%-58,00013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD283,125$18.3M1.05%-1,79213F-HRTimeline
Utah Retirement Systems247,370$18.3M0.2%+80013F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding246,060$18.2M-2,277,934Timeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.244,373$18.1M0.08%+23,66413F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS244,370$18.1M0.68%-38,46013F-HRTimelineGroup
Pacific Heights Asset Management LLC110,000$18M1.23%-75,00013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP241,536$17.9M0.26%-20,54313F-HRTimeline
CIBC WORLD MARKETS CORP240,659$17.8M0.1%-49,70313F-HRTimeline
Boston Common Asset Management, LLC240,646$17.8M0.52%-113,20713F-HRTimeline
DUDLEY & SHANLEY, INC.240,383$17.8M2.75%013F-HRTimeline
Canada Post Corp Registered Pension Plan239,129$17.7M1.05%13F-HRTimeline
Orion Porfolio Solutions, LLC192,191$17.5M0.17%+70,12613F-HRTimeline
Orion Portfolio Solutions, LLC192,191$17.5M0.17%+70,12613F-HRTimeline
AXA S.A.in group AXA S.A.234,160$17.3M0.05%+74,35013F-HRTimelineGroup
Cohen Capital Management, Inc.228,660$16.9M2.82%-16013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV287,752$16.8M0.04%+86,10113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding225,730$16.7M-2,575Timeline
Clearstead Advisors, LLC224,758$16.6M0.25%+1,17013F-HRTimeline
HRT FINANCIAL LP223,846$16.6M0.09%+81,15613F-HRTimeline
Blue Whale Capital LLP223,724$16.6M1.23%-17,26213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP200,589$16.5M2.54%new13F-HRTimeline
MAPLELANE CAPITAL, LLCin group MAPLELANE CAPITAL, LLC222,527$16.5M1.79%new13F-HRTimelineGroup
Sanctuary Advisors, LLC196,872$16.5M0.1%+2,44613F-HRTimeline
ArrowMark Colorado Holdings LLC220,950$16.4M0.22%013F-HRTimeline
Busey Bank220,607$16.3M0.54%+3,02513F-HRTimeline
Live Oak Private Wealth LLC220,092$16.3M2.74%-3,17013F-HRTimeline
Warther Private Wealth, LLC220,030$16.3M5.54%+4,01013F-HRTimeline
Greenstone Partners & Co., LLC218,842$16.2M3.8%013F-HRTimeline
Police & Firemen's Retirement System of…217,296$16.1M0.16%13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…216,365$16M0.06%+6,40113F-HRTimeline
Harber Asset Management LLC215,042$15.9M4.77%-22,77313F-HRTimeline
CIBC WORLD MARKET INC.212,577$15.7M0.04%+166,85013F-HRTimeline
RWA WEALTH PARTNERS, LLC210,544$15.6M0.19%-2,48013F-HRTimeline
EVERETT HARRIS & CO /CA/210,334$15.6M0.2%+1,10513F-HRTimeline
Goodman Financial Corp208,046$15.4M3.29%-94213F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…205,416$15.2M0.38%+187,44813F-HRTimelineGroup
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC204,496$15.1M0.29%new13F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC202,684$15M1.87%-3,98413F-HRTimeline
Curi Capital, LLC201,339$14.9M0.34%+36613F-HRTimeline
WHITTIER TRUST CO201,179$14.9M0.2%-8,72813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…200,835$14.9M0.15%+1,69313F-HRTimelineGroup
Cornerstone Capital, Inc.200,141$14.8M1.56%-31,96513F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO199,823$14.8M2.82%-6,61513F-HRTimeline
GAM Holding AGin group GAM Holding AG199,808$14.8M1.1%-16,94813F-HRTimelineGroup
Courant Investment Management LLC198,499$14.7M12.43%013F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.196,324$14.5M1.65%+1,88913F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…194,893$14.4M0.11%-44,32013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding194,609$14.4M+10,938Timeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…194,324$14.4M0.15%+17,80413F-HRTimelineGroup
Beacon Pointe Advisors, LLC193,717$14.3M0.16%+87013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC192,473$14.2M0.16%-6,53713F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN190,192$14.2M0.09%+10,46513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management192,066$14.2M0.03%+157,84613F-HRTimelineGroup
Cambridge Investment Research Advisors,…191,994$14.2M0.05%-19,24913F-HRTimeline
United Asset Strategies, Inc.188,239$13.9M1.28%+2,49713F-HRTimeline
Ilmarinen Mutual Pension Insurance Co186,971$13.8M0.12%+81,00013F-HRTimeline
Verition Fund Management LLC186,441$13.8M0.07%+44,71813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …182,349$13.5M0.21%-231,90413F-HRTimelineGroup
Blume Capital Management, Inc.180,434$13.4M3%-1,80013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…179,530$13.3M2.24%+2,62813F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…179,092$13.3M0.14%-4,87213F-HRTimelineGroup
Poehling Capital Management, INC.178,757$13.2M3.25%-46413F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding178,025$13.2M+11,863Timeline
Edgemoor Investment Advisors, Inc.176,394$13.1M1.15%+1,73313F-HRTimeline
Greenwich Wealth Management LLC176,034$13M0.92%+89,91313F-HRTimeline
Evercore Wealth Management, LLC175,371$13M0.19%+1713F-HRTimeline
Quantbot Technologies LP175,164$13M0.47%+40,08813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC175,157$13M0.47%-41113F-HRTimelineGroup
HFR Wealth Management, LLC174,691$12.9M3.19%-2,22513F-HRTimeline
GenTrust, LLC174,109$12.9M0.56%+9913F-HRTimeline
Empower Advisory Group, LLC171,327$12.7M0.04%-2,02113F-HRTimeline
State of Alaska, Department of Revenue170,432$12.6M0.14%-3,18013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG169,659$12.6M0.13%-50,60213F-HRTimelineGroup
JACOBS & CO/CA167,637$12.4M1.26%-5,02713F-HRTimeline
ProVise Management Group, LLC166,640$12.3M1.06%+1,81113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.166,280$12.3M0.12%+10,56113F-HRTimelineGroup
Asset Advisors Investment Management, L…166,207$12.3M1.29%013F-HRTimeline
WINSLOW ASSET MANAGEMENT INC165,434$12.2M2.44%-6,04713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding163,375$12.1M-17,204Timeline
National Philanthropic Trust162,866$12.1M0.17%+13,81613F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC162,359$12M2.32%+71813F-HRTimeline
Talbot Financial, LLC162,081$12M1.43%-1,55913F-HRTimeline
MONTAG & CALDWELL, LLC161,743$12M2.55%+11,91613F-HRTimeline
Modera Wealth Management, LLC161,367$11.9M0.14%-4,45113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding160,554$11.9M-187,586Timeline
Perigon Wealth Management, LLC157,042$11.9M0.29%-1,13013F-HRTimeline
Financial Avengers, Inc.159,173$11.8M5.56%-8,76113F-HRTimeline
Lakehouse Capital Pty Ltd156,467$11.6M7.81%013F-HRTimeline
GROUP ONE TRADING LLC155,691$11.5M0.39%+75213F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC154,850$11.5M0.05%-35,75413F-HRTimelineGroup
Steward Partners Investment Advisory, L…153,108$11.3M0.1%+9,13013F-HRTimeline
BANQUE PICTET & CIE SA153,030$11.3M0.11%+51013F-HRTimeline
Ethic Inc.152,798$11.3M0.23%+20,37713F-HRTimeline
World Investment Advisors151,502$11.2M0.31%+9,37813F-HRTimeline
Snowden Capital Advisors LLC151,360$11.2M0.35%+3,13213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC150,519$11.1M0.36%+16413F-HRTimeline
Elgethun Capital Management147,774$10.9M2.65%+2,02713F-HRTimeline
Elo Mutual Pension Insurance Co146,067$10.8M0.23%+2,49213F-HRTimeline
Addenda Capital Inc.145,128$10.7M0.38%+1,23713F-HRTimeline
Van Cleef Asset Management,Inc143,969$10.7M1.17%-59913F-HRTimeline
Great Lakes Retirement, Inc.142,045$10.5M1.36%-40513F-HRTimeline
MIZUHO SECURITIES USA LLC141,684$10.5M0.19%+44,81313F-HRTimeline
Atria Investments, Inc141,169$10.4M0.13%-16,54313F-HRTimeline
PARTHENON LLC141,165$10.4M1.26%-36513F-HRTimeline
Mesirow Financial Investment Management…138,844$10.3M0.2%+3113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC138,097$10.2M0.08%+18,91213F-HRTimelineGroup