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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,109 managers (2,149 13F filers) reported a position in SCHW shares at 2025-06-30, 1,507,888,937 shares in all. 217 filers opened a position and 104 filers sold out during the quarter.

Managers
2,109
13F filers
2,149
New
217
Added
873
Reduced
782
Sold out
104
Shares held by filers
1,507,888,937

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Provident Investment Management, Inc.620,853$56.6M4.85%-2,75413F-HRTimeline
KLP KAPITALFORVALTNING AS614,372$56.1M0.24%+23,90013F-HRTimeline
Handelsbanken Fonder AB608,308$55.5M0.2%+95,27513F-HRTimeline
CORDA Investment Management, LLC.596,666$54.4M4%-11,94013F-HRTimeline
Sandhill Capital Partners LLC595,557$54.3M3.9%+2,94213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding594,609$54.3M-57,389Timeline
Lansforsakringar Fondforvaltning AB (pu…590,606$53.9M0.31%-30,56513F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC588,575$53.7M0.2%+551,32613F-HRTimeline
PFG Advisors1,994,936$53.2M2.46%+1,991,89513F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…581,976$53.1M0.21%013F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…581,823$53M0.26%+25,49013F-HRTimelineGroup
Rafferty Asset Management, LLC567,863$51.8M0.17%+9,19313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP561,817$51.3M0.04%+406,14613F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding561,049$51.2M+7,378Timeline
Mount Capital Ltd556,678$50.8M16.37%013F-HRTimeline
Delta Global Management LP541,073$49.4M3.3%-144,72913F-HRTimeline
Man Group plcin group Man Group plc538,360$49.1M0.11%+194,11513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC534,019$48.7M0.11%-97,36013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC533,081$48.6M0.07%-26,72213F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.515,934$47.1M0.37%-44,43813F-HRTimeline
Creative Planningin group Creative Planning508,080$46.4M0.04%-20,50413F-HRTimelineGroup
Azora Capital LP507,207$46.3M2.09%-1,112,37613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM503,674$46M0.26%-30,81413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC500,753$45.7M1.93%-2,21613F-HRTimeline
CALEDONIA INVESTMENTS PLC501,000$45.7M4.49%new13F-HRTimeline
Janney Montgomery Scott LLC497,400$45.4M0.12%-34,02413F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS495,032$45.2M0.19%+118,60713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC487,004$44.4M0.23%+18,39113F-HRTimelineGroup
OAK ASSOCIATES LTD /OH/486,157$44.4M2.9%+1,10013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp482,724$44M1.25%+5,88513F-HRTimelineGroup
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.480,481$43.8M2.38%-80,38213F-HRTimelineGroup
AMI ASSET MANAGEMENT CORP480,288$43.8M2.5%-242,28313F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.470,579$42.9M2.14%-55,71113F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM464,366$42.4M0.22%+2,10013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…461,441$42.1M0.07%+261,85613F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.459,985$42M0.12%-1,41213F-HRTimeline
Crown Oak Advisors, LLC459,576$41.9M19.83%+2,13413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC448,963$41M0.18%-64,55113F-HRTimeline
Teewinot Capital Advisers, L.L.C.447,027$40.8M3.35%+402,09313F-HRTimeline
FORSTA AP-FONDEN445,401$40.6M0.27%+55,70013F-HRTimeline
Blue Whale Capital LLP445,122$40.6M2.66%+111,44113F-HRTimeline
Hardman Johnston Global Advisors LLC444,258$40.5M1.8%+1,30513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…441,959$40.3M0.24%-7,02313F-HRTimelineGroup
OSSIAM429,514$39.2M0.44%-918,68513F-HRTimeline
Cetera Investment Advisers428,463$39.1M0.07%+29,33913F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC421,102$38.4M0.19%+290,59513F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…418,885$38.2M0.2%+29,17713F-HRTimeline
Czech National Bank417,484$38.1M0.3%+26,07613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA411,371$37.5M1.7%-31513F-HRTimeline
ARIEL INVESTMENTS, LLC406,048$37M0.42%-152,11913F-HRTimeline
Public Sector Pension Investment Board403,517$36.8M0.16%-52,08713F-HRTimeline
DekaBank Deutsche Girozentrale396,106$35.7M0.06%-23,21213F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP390,880$35.7M0.71%+67,09513F-HRTimeline
CIBC WORLD MARKET INC.384,486$35.1M0.08%-285,39513F-HRTimeline
ProShare Advisors LLC383,647$35M0.07%-21,82313F-HRTimeline
WHITTIER TRUST CO380,291$34.7M0.42%+11,29713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC376,935$34.4M0.38%-3,98513F-HRTimeline
Cresset Asset Management, LLC374,103$34.1M0.17%-3,87113F-HR/ATimeline
D.A. DAVIDSON & CO.373,292$34.1M0.24%-6,96713F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT371,619$33.9M0.48%+49,68913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.368,451$33.4M0.06%+36,93613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC363,492$33.2M0.04%-2,76613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…362,913$33.1M0.02%+22,20813F-HRTimelineGroup
Greenstone Partners & Co., LLC361,845$33M7.74%-74,43013F-HRTimeline
TUDOR INVESTMENT CORP ET AL361,407$33M0.25%new13F-HRTimeline
HighTower Advisors, LLC358,238$32.7M0.04%-17,84313F-HRTimeline
Federation des caisses Desjardins du Qu…354,216$32.3M0.14%-279,66413F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)350,483$32M0.14%+3,90013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC347,744$31.7M0.14%013F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.343,792$31.4M3.94%+5,21013F-HRTimeline
COMERICA BANK343,221$31.3M0.12%-16,12713F-HRTimeline
CASTLEARK MANAGEMENT LLC342,240$31.2M0.94%+332,88013F-HRTimeline
MAIRS & POWER INC337,277$30.8M0.3%-169,92013F-HRTimeline
AMALGAMATED BANK334,552$30.5M0.24%+76513F-HRTimeline
IFM Investors Pty Ltd333,109$30.4M0.29%+14,76313F-HRTimeline
Sequoia Financial Advisors, LLC330,159$30.1M0.21%+1,99913F-HRTimeline
AXA S.A.in group AXA S.A.329,222$30M0.09%+98,62913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO329,155$30M0.52%-3,61913F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS326,274$29.8M0.12%-13,84413F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC323,063$29.5M0.33%+265,47513F-HRTimelineGroup
Smith Group Asset Management, LLC320,718$29.3M1.92%+112,63213F-HRTimeline
Quantinno Capital Management LP317,724$29M0.13%+110,54313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC316,508$28.9M0.05%+18,68113F-HRTimelineGroup
XPONANCE LLC315,651$28.8M0.24%+10,01013F-HRTimeline
Crossmark Global Holdings, Inc.311,887$28.5M0.46%+52,14913F-HRTimeline
BOWEN HANES & CO INC311,216$28.4M0.72%+160,61013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…299,760$28.2M0.06%+12,69613F-HR/ATimelineGroup
Trexquant Investment LP303,080$27.7M0.31%new13F-HRTimeline
Epoch Investment Partners, Inc.301,441$27.5M0.14%+96713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…299,817$27.4M0.04%-85,57113F-HRTimelineGroup
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC297,283$27.1M4.28%+60,49113F-HRTimeline
Davis Selected Advisers296,438$27M0.14%-1,16813F-HRTimeline
PARK NATIONAL CORP /OH/292,045$26.6M0.88%-26,35513F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P291,176$26.6M0.65%-26,99913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS291,020$26.6M0.06%+8,29013F-HRTimeline
DAVENPORT & Co LLC290,241$26.4M0.15%-13,22813F-HRTimeline
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…286,460$26.1M0.24%+43,60013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…286,121$26.1M0.15%+32,49913F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.285,070$26M0.1%+5613F-HRTimelineGroup
Hosking Partners LLP280,078$25.6M1.02%-128,98213F-HRTimeline
Utah Retirement Systems275,676$25.2M0.26%+97913F-HRTimeline
Financiere des Professionnels - Fonds d…275,080$25.1M1.52%+8,29413F-HR/ATimeline
USS Investment Management Ltd275,021$25.1M0.15%+32,17813F-HRTimeline
Midwest Trust Co271,837$24.8M0.34%13F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …271,449$24.8M0.14%-57,92813F-HRTimeline
Mediolanum International Funds Ltd273,458$24.6M0.29%+121,53113F-HRTimeline
Canada Post Corp Registered Pension Plan266,819$24.3M1.43%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD265,119$24.2M1.29%-8,16613F-HRTimeline
Warther Private Wealth, LLC265,119$24.2M6.34%-3,94113F-HRTimeline
Heron Bay Capital Management264,955$24.2M4.76%-2,24813F-HRTimeline
Point72 Hong Kong Ltd263,841$24.1M1.67%+149,19413F-HRTimeline
NFJ INVESTMENT GROUP, LLC261,523$23.9M0.83%-8,90613F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding259,939$23.7M-111,755Timeline
Police & Firemen's Retirement System of…259,394$23.7M0.22%+17,98713F-HRTimeline
CIBC Asset Management Inc253,926$23.2M0.07%-3,51113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC251,142$22.9M0.21%-590,19413F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…250,333$22.8M0.15%-340,19413F-HR/ATimelineGroup
DAVIDSON INVESTMENT ADVISORS247,078$22.5M1.01%+2,87013F-HRTimeline
ExodusPoint Capital Management, LP244,720$22.3M0.27%+224,52813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV243,812$22.2M0.05%+22,39913F-HRTimeline
Eisler Capital Management Ltd.241,649$22M0.76%-111,51013F-HRTimeline
ROCKLAND TRUST CO241,620$22M1.07%+237,01013F-HRTimeline
DUDLEY & SHANLEY, INC.240,963$22M3.45%+40013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp239,680$21.9M0.08%-11,75713F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…237,979$21.7M2.14%+1,01913F-HRTimeline
Varma Mutual Pension Insurance Co237,581$21.7M0.16%+8,50013F-HRTimeline
Clearstead Advisors, LLC234,663$21.4M0.3%+11,20613F-HRTimeline
Ilmarinen Mutual Pension Insurance Co233,971$21.3M0.17%+77,00013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…232,276$21.2M0.2%-16,51013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding231,130$21.1M+10,494Timeline
PEAPACK GLADSTONE FINANCIAL CORP229,488$20.9M0.3%-5,52113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…227,892$20.8M0.08%-2,85913F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…224,140$20.5M0.18%+10,81713F-HRTimelineGroup
Parkwood LLC223,254$20.4M1.87%-86,60313F-HRTimeline
Busey Bank223,251$20.4M0.62%-4,42813F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP220,589$20.1M0.09%+194,80813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding219,985$20.1M+8,814Timeline
Live Oak Private Wealth LLC219,898$20.1M2.99%-1,57813F-HRTimeline
Callan Family Office, LLC219,563$20M0.63%+151,86913F-HRTimeline
Cohen Capital Management, Inc.219,410$20M3.26%-1,05013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG219,367$20M0.19%-13,17513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC217,472$19.8M0.14%+46,39813F-HRTimeline
CIBC WORLD MARKETS CORP215,547$19.7M0.13%+9,17213F-HRTimeline
Pacific Heights Asset Management LLC215,000$19.6M1.05%+27,00013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…214,470$19.6M0.17%-98,41513F-HRTimelineGroup
IEQ CAPITAL, LLC214,385$19.6M0.12%+58,20213F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN212,544$19.4M0.11%+5,68913F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC211,364$19.3M0.21%-1,30913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS211,248$19.3M0.71%-10,17813F-HRTimelineGroup
EVERETT HARRIS & CO /CA/210,831$19.2M0.25%+38013F-HRTimeline
Sanctuary Advisors, LLC210,547$19.2M0.12%+11,66313F-HRTimeline
Caisse de depot et placement du Quebec204,435$18.7M0.04%-288,96513F-HRTimeline
Goodman Financial Corp202,380$18.5M3.71%-3,06613F-HRTimeline
SIG BROKERAGE, LP199,210$18.2M4.99%+158,47613F-HRTimeline
Courant Investment Management LLC198,499$18.1M14.66%013F-HRTimeline
Beacon Pointe Advisors, LLC196,948$18M0.19%-2,41313F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…195,875$17.9M0.19%-2,30613F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding195,854$17.9M+5,962Timeline
CUTLER INVESTMENT COUNSEL LLC195,822$17.9M1.99%-65713F-HRTimeline
Verition Fund Management LLC195,528$17.8M0.1%-295,83013F-HRTimeline
RWA WEALTH PARTNERS, LLC195,225$17.8M0.22%-5,59013F-HRTimeline
OP Asset Management Ltd194,892$17.8M0.26%-4,88113F-HR/ATimeline
SG Americas Securities, LLC194,681$17.8M0.08%+118,28513F-HRTimeline
United Asset Strategies, Inc.194,299$17.7M1.51%+1,74113F-HRTimeline
GCM Grosvenor Holdings, LLCin group GCM Grosvenor Holdings, LLC192,833$17.6M2.52%-18,16713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC188,014$17.5M0.07%-70,67613F-HRTimelineGroup
State of Alaska, Department of Revenue191,817$17.5M0.19%-7,87013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP190,610$17.4M2.61%+41513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding189,085$17.3M+22,333Timeline
LATHROP INVESTMENT MANAGEMENT CO189,064$17.2M3.26%-11,33613F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al186,000$17M0.12%013F-HRTimeline
Woodline Partners LP184,748$16.9M0.09%+40,77613F-HRTimeline
Talbot Financial, LLC184,574$16.8M1.59%+25,91313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding184,075$16.8M+15,822Timeline
Allen Mooney & Barnes Investment Adviso…181,949$16.6M2.73%-1,54013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.181,793$16.6M0.03%+173,57713F-HRTimelineGroup
ProVise Management Group, LLC181,458$16.6M1.31%+3,93813F-HRTimeline
Atria Investments, Inc180,587$16.5M0.19%+26,23713F-HRTimeline
Edgemoor Investment Advisors, Inc.179,901$16.4M1.42%+1,69113F-HRTimeline
Summit Trail Advisors, LLC179,571$16.4M0.28%new13F-HRTimeline
BURNEY CO/178,565$16.3M0.55%+89,16413F-HRTimeline
Poehling Capital Management, INC.178,240$16.3M3.8%-56113F-HRTimeline
Steward Partners Investment Advisory, L…176,961$16.1M0.13%+16,15413F-HRTimeline
Orion Porfolio Solutions, LLC176,485$16.1M0.14%+25,18113F-HR/ATimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC175,160$16M0.51%+113F-HRTimelineGroup
HFR Wealth Management, LLC175,149$16M3.86%+85213F-HRTimeline
World Investment Advisors174,269$15.9M0.36%+11,26213F-HRTimeline
GenTrust, LLC174,255$15.9M0.75%+10313F-HRTimeline
Evercore Wealth Management, LLC173,403$15.8M0.25%-1,05713F-HRTimeline
Schonfeld Strategic Advisors LLC173,325$15.8M0.12%-12,13013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.172,962$15.8M0.26%+92,59213F-HRTimelineGroup
Curi Capital, LLC172,348$15.7M0.3%-5,17913F-HRTimeline
HRT FINANCIAL LP170,990$15.6M0.07%new13F-HRTimeline
Ethic Inc.173,186$15.6M0.28%+17,79713F-HRTimeline
CONNORS INVESTOR SERVICES INC170,613$15.6M1.38%new13F-HRTimeline
Point72 Europe (London) LLP170,600$15.6M0.8%-50,00013F-HRTimeline
Blume Capital Management, Inc.169,454$15.5M3.15%-10,16613F-HRTimeline
Wealthfront Advisers LLC168,248$15.4M0.04%+30,82113F-HRTimeline
Engineers Gate Manager LP166,500$15.2M0.19%+104,22913F-HRTimeline
ASR Vermogensbeheer N.V.166,008$15.1M0.2%+15,52813F-HRTimeline