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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,994 managers (2,033 13F filers) reported a position in SCHW shares at 2025-03-31, 1,521,902,394 shares in all. 184 filers opened a position and 137 filers sold out during the quarter.

Managers
1,994
13F filers
2,033
New
184
Added
894
Reduced
669
Sold out
137
Shares held by filers
1,521,902,394

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MML INVESTORS SERVICES, LLC621,978$48.7M0.16%+24,31913F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…621,171$48.6M0.3%+86,53413F-HRTimeline
State of Tennessee, Department of Treas…616,504$48.3M0.19%+55,56213F-HRTimeline
MACKENZIE FINANCIAL CORP616,169$48.2M0.07%+120,64513F-HRTimeline
CORDA Investment Management, LLC.608,606$47.6M3.79%-7,99813F-HRTimeline
Sandhill Capital Partners LLC592,615$46.4M3.81%-10,60113F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…590,527$46.2M0.29%new13F-HRTimelineGroup
KLP KAPITALFORVALTNING AS590,472$46.2M0.23%+51,90013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…581,976$45.6M0.21%-6,06713F-HRTimelineGroup
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.560,863$43.9M2.38%+53,67313F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.560,372$43.9M0.35%-4,23613F-HRTimeline
Mariner, LLCin group Mariner, LLC559,803$43.8M0.07%+37,26213F-HRTimelineGroup
Longaeva Partners L.P.559,300$43.8M24.79%13F-HRTimeline
Rafferty Asset Management, LLC558,670$43.7M0.19%+31,24913F-HRTimeline
ARIEL INVESTMENTS, LLC558,167$43.7M0.51%-22,63313F-HRTimeline
Mount Capital Ltd556,678$43.6M14.04%013F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…556,333$43.5M0.25%+78,66513F-HRTimelineGroup
Mn Services Vermogensbeheer B.V.551,600$43.2M0.33%-44,20013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC546,682$42.8M0.04%-22,96613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding542,877$42.5M+32,678Timeline
ARIZONA STATE RETIREMENT SYSTEM534,488$41.8M0.27%+71,51313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding553,671$41.8M+117,036Timeline
Janney Montgomery Scott LLC531,424$41.6M0.12%-38,06913F-HRTimeline
Creative Planningin group Creative Planning528,584$41.4M0.04%+15,00513F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.526,290$41.2M2.32%+219,87913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC513,514$40.2M0.2%+53,23913F-HRTimeline
Handelsbanken Fonder AB513,033$40.2M0.17%-20,67913F-HRTimeline
MAIRS & POWER INC507,197$39.7M0.41%-590,35913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC502,969$39.4M1.8%+1,70913F-HRTimeline
Caisse de depot et placement du Quebec493,400$38.6M0.08%+189,40013F-HRTimeline
Verition Fund Management LLC491,358$38.5M0.22%+304,91713F-HRTimeline
OAK ASSOCIATES LTD /OH/485,057$38M2.85%-54713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp476,839$37.3M1.14%-2,45213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC468,613$36.7M0.22%+53,31913F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM462,266$36.2M0.21%+56,50013F-HRTimeline
FIRST MANHATTAN CO. LLC.461,397$36.1M0.11%-40013F-HRTimeline
Crown Oak Advisors, LLC457,442$35.8M18.09%-6513F-HRTimeline
Public Sector Pension Investment Board455,604$35.7M0.15%-65,32113F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…448,982$35.1M0.19%+46,79313F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA411,686$34.7M1.66%+9,60413F-HRTimeline
Hardman Johnston Global Advisors LLC442,953$34.7M1.66%-7,54013F-HRTimeline
Greenstone Partners & Co., LLC436,275$34.2M9.07%+217,43313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC431,319$33.8M0.09%+29,44513F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.418,026$32.7M0.19%+33,59513F-HRTimelineGroup
DekaBank Deutsche Girozentrale419,318$32.4M0.06%+23,21213F-HRTimeline
Hosking Partners LLP409,060$32M1.35%-3,61413F-HRTimeline
ProShare Advisors LLC405,470$31.7M0.07%+85,12013F-HRTimeline
Cetera Investment Advisers399,124$31.2M0.06%+19,89413F-HRTimeline
Czech National Bank391,408$30.6M0.28%+67,28013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…389,708$30.5M0.18%+71,84413F-HRTimeline
FORSTA AP-FONDEN389,701$30.5M0.23%+24,70013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…385,388$30.2M0.05%-259,44313F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC380,920$29.8M0.34%+5,06413F-HRTimeline
D.A. DAVIDSON & CO.380,259$29.8M0.24%+1,93213F-HRTimeline
Cresset Asset Management, LLC377,974$29.6M0.15%-6,82513F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS376,425$29.5M0.12%+282,01313F-HRTimeline
HighTower Advisors, LLC376,081$29.4M0.04%-24,63213F-HRTimeline
1832 Asset Management L.P.374,453$29.3M0.06%+287,81313F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC371,694$29.1M0.63%+167,19813F-HRTimelineGroup
WHITTIER TRUST CO368,994$28.9M0.4%+167,81513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC366,258$28.7M0.04%-21,69313F-HRTimeline
PARK PRESIDIO CAPITAL LLC363,965$28.5M7.14%+1,20613F-HRTimeline
COMERICA BANK359,348$28.1M0.12%+45,52613F-HRTimeline
Eisler Capital Management Ltd.353,159$27.6M0.83%+318,53913F-HRTimeline
Zimmer Partners, LP350,000$27.4M0.56%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC347,744$27.2M0.13%+3,87313F-HRTimelineGroup
Skandinaviska Enskilda Banken AB (publ)346,583$27.1M0.13%+31,80013F-HRTimeline
Man Group plcin group Man Group plc344,245$26.9M0.08%-120,85513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…340,705$26.7M0.01%+33,98013F-HRTimelineGroup
DNB Asset Management ASin group DNB Asset Management AS340,118$26.6M0.12%-100,09813F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.338,582$26.5M3.61%+6,79713F-HRTimeline
AMALGAMATED BANK333,787$26.1M0.22%+45,42313F-HRTimeline
Blue Whale Capital LLP333,681$26.1M2.11%+109,95713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO332,774$26M0.49%+5,35613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.331,515$26M0.06%-5,35313F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …329,377$25.8M0.16%-166,81813F-HRTimeline
Sequoia Financial Advisors, LLC328,160$25.7M0.2%+6,36413F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP323,785$25.3M0.85%-291,87913F-HR/ATimeline
PICTON MAHONEY ASSET MANAGEMENT321,930$25.2M0.86%new13F-HRTimeline
PARK NATIONAL CORP /OH/318,400$24.9M0.92%-5,71013F-HRTimeline
IFM Investors Pty Ltd318,346$24.9M0.27%+22,65213F-HR/ATimeline
MARTINGALE ASSET MANAGEMENT L P318,175$24.9M0.63%+207,73013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…312,885$24.5M0.23%+236,52913F-HRTimelineGroup
Parkwood LLC309,857$24.3M2.37%new13F-HRTimeline
XPONANCE LLC305,641$23.9M0.23%+45,44613F-HRTimeline
DAVENPORT & Co LLC303,469$23.7M0.14%+38,72413F-HRTimeline
Epoch Investment Partners, Inc.300,474$23.5M0.12%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC297,827$23.3M0.04%-25,47413F-HRTimelineGroup
Davis Selected Advisers297,606$23.3M0.13%-2,45013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…287,064$22.5M0.06%+21,23313F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.285,014$22.3M0.09%+40,64113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS282,730$22.1M0.06%+16,38813F-HRTimeline
CWM, LLCin group CWM, LLC281,545$22M0.09%+25,20613F-HRTimelineGroup
North Reef Capital Management LP275,000$21.5M0.93%-99,99913F-HRTimeline
Utah Retirement Systems274,697$21.5M0.25%+27,32713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD273,285$21.4M1.23%-9,84013F-HR/ATimeline
NFJ INVESTMENT GROUP, LLC270,429$21.2M0.71%new13F-HRTimeline
Warther Private Wealth, LLC269,060$21.1M7.01%+49,03013F-HRTimeline
Heron Bay Capital Management267,203$20.9M4.4%+8,33113F-HRTimeline
Financiere des Professionnels - Fonds d…266,786$20.9M1.35%-9,76713F-HRTimeline
FINANCIAL COUNSELORS INC263,219$20.6M0.31%-8,81913F-HRTimeline
Crossmark Global Holdings, Inc.259,738$20.3M0.36%-3,36513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC258,690$20.2M0.09%+103,84013F-HRTimelineGroup
CIBC Asset Management Inc257,437$20.2M0.07%+1,98813F-HRTimeline
Prana Capital Management, LP256,305$20.1M0.82%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…253,622$19.9M0.14%+58,72913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp251,437$19.7M0.07%-36,64613F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…248,786$19.5M0.2%+47,95113F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS244,208$19.1M0.94%-15,11913F-HRTimeline
USS Investment Management Ltd242,843$19M0.14%-55,60013F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…242,860$19M0.23%-42,50013F-HRTimeline
Police & Firemen's Retirement System of…241,407$18.9M0.19%+24,11113F-HRTimeline
DUDLEY & SHANLEY, INC.240,563$18.8M2.97%+18013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…236,960$18.5M1.97%-45,13213F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC236,792$18.5M3.82%-48,18213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP235,009$18.4M0.27%-6,52713F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG232,542$18.2M0.19%+62,88313F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…230,751$18.1M0.08%+14,38613F-HRTimeline
AXA S.A.in group AXA S.A.230,593$18.1M0.06%-3,56713F-HRTimelineGroup
Varma Mutual Pension Insurance Co229,081$17.9M0.15%-23,90013F-HRTimeline
Busey Bank227,679$17.8M0.6%+7,07213F-HRTimeline
Clearstead Advisors, LLC223,457$17.5M0.27%-1,30113F-HRTimeline
Live Oak Private Wealth LLC221,476$17.3M2.81%+1,38413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS221,426$17.3M0.71%-22,94413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV221,413$17.3M0.04%-66,33913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding220,636$17.3M-5,094Timeline
Point72 Europe (London) LLP220,600$17.3M1.19%+128,90013F-HRTimeline
Cohen Capital Management, Inc.220,460$17.3M2.96%-8,20013F-HRTimeline
GROUP ONE TRADING LLC213,376$16.7M0.7%+57,68513F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…213,323$16.7M0.17%+18,99913F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC212,673$16.6M0.19%+20,20013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding211,171$16.5M+16,562Timeline
GCM Grosvenor Holdings, LLCin group GCM Grosvenor Holdings, LLC211,000$16.5M2.56%new13F-HRTimelineGroup
EVERETT HARRIS & CO /CA/210,451$16.5M0.21%+11713F-HRTimeline
Smith Group Asset Management, LLC208,086$16.3M1.22%new13F-HRTimeline
Quantinno Capital Management LP207,181$16.2M0.11%+109,61913F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN206,855$16.2M0.11%+16,66313F-HRTimeline
CIBC WORLD MARKETS CORP206,375$16.2M0.13%-34,28413F-HRTimeline
Goodman Financial Corp205,446$16.1M3.47%-2,60013F-HRTimeline
RWA WEALTH PARTNERS, LLC200,815$15.7M0.2%-9,72913F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO200,400$15.7M3.11%+57713F-HRTimeline
MAPLELANE CAPITAL, LLCin group MAPLELANE CAPITAL, LLC200,000$15.7M1.46%-22,52713F-HRTimelineGroup
OP Asset Management Ltd199,773$15.6M0.26%13F-HR/ATimeline
State of Alaska, Department of Revenue199,687$15.6M0.18%+29,25513F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…199,585$15.6M0.03%+91,89213F-HRTimelineGroup
Beacon Pointe Advisors, LLC199,361$15.6M0.18%+5,64413F-HRTimeline
Geneos Wealth Management Inc.199,259$15.6M0.23%+100,28113F-HRTimeline
Sanctuary Advisors, LLC198,884$15.6M0.11%+2,01213F-HRTimeline
Courant Investment Management LLC198,499$15.5M13.02%013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…198,181$15.5M0.18%+19,08913F-HR/ATimelineGroup
CUTLER INVESTMENT COUNSEL LLC196,479$15.4M1.85%-6,20513F-HRTimeline
United Asset Strategies, Inc.192,558$15.1M1.4%+4,31913F-HRTimeline
GAM Holding AGin group GAM Holding AG192,209$15M1.17%-7,59913F-HRTimelineGroup
Alberta Investment Management Corp191,079$15M0.1%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP190,195$14.9M2.4%-10,39413F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding189,892$14.9M+11,867Timeline
Pacific Heights Asset Management LLC188,000$14.7M1%+78,00013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al186,000$14.6M0.11%13F-HRTimeline
Schonfeld Strategic Advisors LLC185,455$14.5M0.1%-96,62713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…183,489$14.4M2.34%+3,95913F-HRTimeline
CX Institutional180,913$14.2M0.53%+171,61513F-HRTimeline
Blume Capital Management, Inc.179,620$14.1M3.15%-81413F-HRTimeline
Poehling Capital Management, INC.178,801$14M3.54%+4413F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.178,422$14M1.88%-17,90213F-HRTimeline
Jain Global LLC178,288$14M0.29%+148,13513F-HRTimeline
Edgemoor Investment Advisors, Inc.178,210$14M1.28%+1,81613F-HRTimeline
Curi Capital, LLC177,527$13.9M0.34%-23,81213F-HRTimeline
ProVise Management Group, LLC177,520$13.9M1.18%+10,88013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC175,159$13.7M0.48%+213F-HRTimelineGroup
Interval Partners, LP174,875$13.7M0.48%+105,64913F-HRTimeline
Evercore Wealth Management, LLC174,460$13.7M0.22%-91113F-HRTimeline
HFR Wealth Management, LLC174,297$13.6M3.32%-39413F-HRTimeline
AMF Tjanstepension AB174,100$13.6M0.1%-83,63013F-HRTimeline
GenTrust, LLC174,152$13.6M0.65%+4313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.171,716$13.4M0.13%+5,43613F-HRTimelineGroup
Cambridge Investment Research Advisors,…171,467$13.4M0.05%-20,52713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC171,074$13.4M0.11%+46,00713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …170,594$13.4M0.22%-11,75513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding168,253$13.2M+4,878Timeline
JACOBS & CO/CA167,166$13.1M1.39%-47113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding166,752$13.1M+6,198Timeline
Empower Advisory Group, LLC166,298$13M0.04%-5,02913F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC165,408$12.9M0.13%+72,16713F-HRTimeline
Asset Advisors Investment Management, L…164,872$12.9M1.36%-1,33513F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC164,359$12.9M2.63%+2,00013F-HRTimeline
World Investment Advisors163,007$12.8M0.33%+11,50513F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding161,354$12.6M+17,606Timeline
Steward Partners Investment Advisory, L…160,807$12.6M0.11%+7,69913F-HRTimeline
WINSLOW ASSET MANAGEMENT INC159,234$12.5M2.75%-6,20013F-HRTimeline
Elgethun Capital Management159,001$12.4M2.78%+11,22713F-HRTimeline
Talbot Financial, LLC158,661$12.4M1.56%-3,42013F-HRTimeline
Perigon Wealth Management, LLC157,450$12.3M0.32%+40813F-HRTimeline
Modera Wealth Management, LLC157,263$12.3M0.17%-4,10413F-HRTimeline
MONTAG & CALDWELL, LLC157,010$12.3M2.85%-4,73313F-HRTimeline
Ilmarinen Mutual Pension Insurance Co156,971$12.3M0.11%-30,00013F-HRTimeline
Lakehouse Capital Pty Ltd156,467$12.2M8.14%013F-HRTimeline
IEQ CAPITAL, LLC156,183$12.2M0.1%+78,49813F-HRTimeline
Financial Avengers, Inc.156,047$12.2M6.19%-3,12613F-HR/ATimeline
Addenda Capital Inc.155,764$12.2M0.45%+10,63613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP155,671$12.2M0.01%+104,60613F-HRTimelineGroup