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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,268 managers (2,321 13F filers) reported a position in SCHW shares at 2026-06-30, 1,440,941,526 shares in all. 148 filers opened a position and 160 filers sold out during the quarter.

Managers
2,268
13F filers
2,321
New
148
Added
907
Reduced
964
Sold out
160
Shares held by filers
1,440,941,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp172,406$15.9M0.27%+6,78713F-HRTimelineGroup
PDT Partners, LLC172,200$15.9M0.83%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC171,658$15.8M0.47%+42,86913F-HRTimelineGroup
Bluespring Wealth Management, LLC170,873$15.8M0.3%+167,82013F-HRTimeline
Wealthfront Advisers LLC170,462$15.7M0.03%-12,28113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …169,932$15.7M0.04%+6,08913F-HRTimelineGroup
Blume Capital Management, Inc.169,578$15.6M2.32%+1,62313F-HRTimeline
BAXTER BROS INC168,229$15.5M1.8%+17,45813F-HRTimeline
GenTrust, LLC167,924$15.5M0.6%+4,12013F-HRTimeline
HFR Wealth Management, LLC167,634$15.5M3.78%-2,63213F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.167,370$15.4M2.05%+16,90013F-HRTimelineGroup
Trajan Wealth LLC166,044$15.3M0.58%+15,58113F-HRTimeline
NewEdge Advisors, LLC165,885$15.3M0.05%+36,05113F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC164,935$15.2M0.17%-14,95013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding165,363$15.1M-78Timeline
Cambridge Investment Research Advisors,…161,254$14.9M0.03%-11,63213F-HR/ATimeline
Elgethun Capital Management161,024$14.9M2.07%+5,44813F-HRTimeline
State of Alaska, Department of Revenue160,179$14.8M0.15%-5,42413F-HRTimeline
IMC-Chicago, LLC159,940$14.8M0.14%+69,27713F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…159,656$14.7M0.32%+14,24613F-HRTimeline
Elo Mutual Pension Insurance Co158,660$14.6M0.19%+90,42713F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…158,043$14.6M0.45%+139,81413F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…156,731$14.5M0.2%-624,92413F-HRTimelineGroup
Silicon Valley Capital Partners156,949$14.5M1.17%+30,98113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT156,808$14.5M0.13%-196,82113F-HRTimeline
JACOBS & CO/CA156,494$14.4M1.24%-2,58913F-HRTimeline
AIA Group Ltdin group AIA Group Ltd156,431$14.4M0.18%-26,03413F-HR/ATimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC155,449$14.3M2.34%-4,39813F-HRTimeline
Atria Investments, Inc153,187$14.1M0.14%-16,58413F-HRTimeline
Great Lakes Retirement, Inc.152,299$14.1M1.25%+3,07413F-HRTimeline
Horizon Investments, LLC149,606$13.8M0.15%+11,64613F-HRTimeline
Perigon Wealth Management, LLC149,554$13.8M0.22%+36,83513F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding149,180$13.8M+8,471Timeline
Advocacy Wealth Management, LLC147,436$13.6M0.49%-4,77113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…147,353$13.6M0.08%+1,64313F-HRTimelineGroup
WINSLOW ASSET MANAGEMENT INC147,075$13.6M2.36%-99913F-HRTimeline
1248 Management, LLC146,646$13.5M5.29%+38013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…145,478$13.4M2.04%-5,30713F-HRTimeline
Polar Asset Management Partners Inc.144,804$13.4M0.24%+106,11913F-HRTimeline
M&G PLCin group M&G PLC145,187$13.4M0.07%+25,00613F-HRTimelineGroup
Snowden Capital Advisors LLC144,587$13.3M0.32%-2,90713F-HRTimeline
Soapstone Management L.P.143,750$13.3M9.65%new13F-HRTimeline
HANCOCK WHITNEY CORP143,134$13.2M0.22%+1,81213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding143,048$13.2M+1,796Timeline
Avanza Fonder AB142,386$13.1M0.29%+8,92713F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS142,245$13.1M0.11%+4,97113F-HRTimelineGroup
Van Cleef Asset Management,Inc141,930$13.1M1.33%-2,90413F-HRTimeline
BANQUE PICTET & CIE SA140,236$12.9M0.13%-5,01513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP140,026$12.9M0.15%-57,39813F-HRTimeline
Skylands Capital, LLC139,835$12.9M1.59%+40,18513F-HRTimeline
Financial Avengers, Inc.139,334$12.9M5.33%-1,06513F-HRTimeline
Aquatic Capital Management LLC138,025$12.7M0.44%new13F-HRTimeline
Modera Wealth Management, LLC137,947$12.7M0.14%-7,00813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …137,307$12.7M0.17%+1,89913F-HRTimelineGroup
Cornerstone Capital, Inc.135,580$12.5M1.12%-60013F-HRTimeline
OMERS ADMINISTRATION Corp134,547$12.4M0.07%+5,28213F-HRTimeline
McGuire Investment Group, LLC133,809$12.3M1.08%+20013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…133,461$12.3M0.08%013F-HRTimeline
Mesirow Financial Investment Management…133,408$12.3M0.19%+77613F-HRTimeline
FISHMAN JAY A LTD/MI133,287$12.3M0.98%+71,16713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC120,385$12.3M0.23%-3,08713F-HRTimeline
PARTHENON LLC132,340$12.2M1.27%+85013F-HRTimeline
Advisors Capital Management, LLC132,224$12.2M0.13%+95113F-HRTimeline
Curi Capital, LLC131,889$12.2M0.19%-6,88613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.131,823$12.2M1.26%+74013F-HRTimeline
CX Institutional131,640$12.1M0.35%+79,62113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC129,913$12M0.04%-587,35313F-HRTimeline
Gulf International Bank (UK) Ltd128,401$11.8M0.23%-2,25313F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding127,985$11.8M-152,233Timeline
BNP PARIBASin group BNP PARIBAS125,718$11.6M0.31%+46,23013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…125,674$11.6M0.17%+9,37313F-HRTimeline
Ironwood Investment Counsel, LLC125,392$11.6M1.52%-1,20613F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC125,000$11.5M2.31%013F-HRTimeline
FIRST MERCHANTS CORP124,909$11.5M0.41%+1,66413F-HRTimeline
Beverly Hills Private Wealth, LLC124,548$11.5M2.21%+7,19113F-HRTimeline
MOTCO124,117$11.5M0.98%+81513F-HRTimeline
Orion Porfolio Solutions, LLC123,183$11.4M0.09%-7,55613F-HRTimeline
Hanson & Doremus Investment Management122,781$11.3M1.15%-3,80313F-HRTimeline
Westbourne Investment Advisors, Inc.122,466$11.3M3.12%+51513F-HRTimeline
PATTEN & PATTEN INC/TN122,344$11.3M0.6%+12,85613F-HRTimeline
ASR Vermogensbeheer N.V.122,174$11.3M0.12%-44,87213F-HRTimeline
Pacer Advisors, Inc.121,987$11.3M0.03%+38,35313F-HRTimeline
VESTOR CAPITAL, LLC47,192$11.2M0.71%+45,88313F-HRTimeline
TOWER BRIDGE ADVISORS121,059$11.2M1.01%-2,73113F-HRTimeline
Glenview Trust Co118,279$10.9M0.15%-2,27113F-HR/ATimeline
Premier Fund Managers Ltd119,287$10.8M0.98%-78,95313F-HRTimeline
Boston Common Asset Management, LLC116,937$10.8M0.64%+44,64413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.115,819$10.7M1.23%+12,90213F-HRTimeline
Argent Trust Co115,626$10.7M0.31%-34613F-HRTimeline
Saudi Central Bank115,584$10.7M0.14%+53,27513F-HRTimeline
Allen Capital Group, LLC115,181$10.6M0.87%+2,57013F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding115,150$10.6M+4,266Timeline
NICHOLAS COMPANY, INC.114,667$10.6M0.19%+20013F-HRTimeline
Crestwood Advisors Group, LLC114,586$10.6M0.16%-18,80813F-HRTimeline
Investment Management Corp of Ontario114,067$10.5M0.13%-15,50013F-HRTimeline
Illinois Municipal Retirement Fund113,803$10.5M0.12%+10,14613F-HRTimeline
Manchester Global Management (UK) Ltd113,000$10.4M1.15%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC112,739$10.4M0.23%+85,10913F-HRTimeline
BURNEY CO/111,652$10.3M0.28%-4,41313F-HRTimeline
Vestmark Advisory Solutions, Inc.111,145$10.3M0.1%+2,80513F-HRTimeline
Generali Asset Management SPA SGR110,326$10.2M0.18%+6,38913F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The107,701$9.94M0.1%+6,70613F-HRTimelineGroup
SIG BROKERAGE, LP107,681$9.94M1.59%+5813F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.106,747$9.85M1.19%+7,26313F-HRTimeline
Clarkston Capital Partners, LLC106,637$9.84M0.83%-15,72013F-HRTimeline
MidFirst Bank105,826$9.76M0.69%+39013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP105,334$9.72M0.1%-25,74113F-HRTimelineGroup
Dana Investment Advisors, Inc.105,228$9.71M0.25%+7,85513F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…102,422$9.63M0.59%013F-HRTimelineGroup
Timber Creek Capital Management LLC103,265$9.53M1.94%-2,48013F-HRTimeline
CHOREO, LLC102,186$9.43M0.1%-1,80013F-HRTimeline
GCM Grosvenor Holdings, LLCin group GCM Grosvenor Holdings, LLC101,819$9.39M0.41%013F-HRTimelineGroup
Formuepleje A/S101,262$9.34M0.73%+22,84213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC99,476$9.18M0.16%-4,06913F-HRTimeline
Aptus Capital Advisors, LLC98,727$9.11M0.07%+2,30113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp98,042$9.05M0.44%+79113F-HRTimelineGroup
First National Trust Co97,349$8.98M0.3%-12,69313F-HRTimeline
GHP Investment Advisors, Inc.97,007$8.95M0.33%+13,03913F-HRTimeline
Geneos Wealth Management Inc.96,731$8.93M0.18%+26313F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS96,292$8.88M0.15%013F-HRTimeline
ADVOCATE GROUP LLC95,814$8.84M1.33%-2,45913F-HRTimeline
Lafayette Investments, Inc.95,470$8.81M1.62%+61013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.95,338$8.8M0.03%+35,26113F-HRTimelineGroup
Waverly Advisors, LLC93,682$8.64M0.05%-33,89513F-HRTimeline
KCM INVESTMENT ADVISORS LLC93,216$8.6M0.26%-12713F-HRTimeline
Aviance Capital Partners, LLC92,462$8.53M0.89%+75113F-HRTimeline
Arax Advisory Partners92,395$8.53M0.06%+67,70113F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO90,623$8.36M0.24%-4,93213F-HRTimeline
Southeast Asset Advisors, LLC90,283$8.33M0.85%+12,94513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK88,912$8.2M0.04%+1,39513F-HRTimelineGroup
PRING TURNER CAPITAL GROUP INC75,036$8.08M4.63%+21113F-HRTimeline
Maryland State Retirement & Pension Sys…87,258$8.05M0.14%+2,93113F-HRTimeline
MARK ASSET MANAGEMENT LP87,107$8.04M0.81%+17,66113F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…86,674$8M0.48%013F-HRTimelineGroup
Oak Harvest Investment Services85,893$7.93M0.74%-44,04813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management85,847$7.92M0.01%-727,60213F-HRTimelineGroup
FAGAN ASSOCIATES, INC.85,286$7.87M0.97%+1,74013F-HRTimeline
Sendero Wealth Management, LLC84,898$7.83M0.78%+17,58513F-HRTimeline
Hamilton Capital Partners Inc.84,573$7.8M0.23%+28,43813F-HRTimeline
Redmond Asset Management, LLC83,966$7.75M1.93%-1,21813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding74,220$7.73M+40,656Timeline
Xcel Wealth Management, LLC83,623$7.72M1.84%+56,95213F-HRTimeline
Krilogy Financial LLC83,505$7.7M0.23%+14,76513F-HRTimeline
Louisiana State Employees Retirement Sy…83,500$7.7M0.11%-1,60013F-HR/ATimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…83,125$7.67M0.89%+29,81013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD83,087$7.67M0.19%+4,40013F-HRTimeline
NewEdge Wealth, LLC81,949$7.56M0.08%+49913F-HRTimeline
1832 Asset Management L.P.81,760$7.54M0.01%-65,89913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA81,615$7.53M0.49%-11,34513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC81,562$7.53M0.46%+6,02113F-HRTimeline
Capital Investment Counsel, Inc81,255$7.5M0.81%-1,69913F-HRTimeline
Wealthspire Advisors, LLC80,222$7.4M0.04%+38,12513F-HRTimeline
Spectrum Financial Alliance Ltd LLC79,758$7.36M1.08%-2,66113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding78,627$7.26M-12,091Timeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…76,969$7.1M0.06%-5,80613F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC76,668$7.07M0.47%-2113F-HRTimeline
Farther Finance Advisors, LLC76,446$7.05M0.06%+3,50913F-HRTimeline
Gilman Hill Asset Management, LLC75,825$7M0.96%+1,47713F-HRTimeline
ICICI Prudential Asset Management Co Ltd75,780$6.99M0.77%+28,70013F-HRTimeline
Radnor Capital Management, LLC75,710$6.99M0.98%-7,30013F-HRTimeline
Birch Capital Management, LLC74,765$6.9M3.37%+4,13213F-HRTimeline
WRIGHT INVESTORS SERVICE INC74,625$6.89M1.88%+2,84113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MGO ONE SEVEN LLC74,619$6.89M0.11%-7,22113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC74,442$6.87M0.85%+2,00413F-HRTimeline
Advisory Resource Group74,203$6.85M1.03%+4,20613F-HRTimeline
Caprock Group, LLC73,931$6.82M0.13%-6,35613F-HRTimeline
Capricorn Fund Managers Ltd73,700$6.8M0.54%new13F-HRTimeline
Integrated Advisors Network LLC73,637$6.79M0.31%+36,17913F-HRTimeline
Ravenswood Partners LP73,282$6.76M2.16%+16,20013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS73,190$6.75M0.25%+5,19013F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP72,957$6.73M2.04%+1,86213F-HRTimeline
Kohmann Bosshard Financial Services, LLC72,757$6.71M0.57%+2313F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…72,127$6.66M0.43%+57,41013F-HRTimelineGroup
Oliver Luxxe Assets LLC71,774$6.62M0.98%+8,82113F-HRTimeline
Merit Financial Group, LLC70,252$6.48M0.04%-3,03213F-HR/ATimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…68,834$6.35M0.15%-4,30013F-HRTimelineGroup
Salvus Wealth Management, LLC67,597$6.24M3.49%-4,08413F-HRTimeline
Investment Research & Advisory Group, I…67,427$6.23M1.92%+50313F-HRTimeline
Citizens Business Bank67,276$6.21M0.93%-2,64413F-HRTimeline
Americana Partners, LLC67,179$6.2M0.14%-2,39013F-HRTimeline
Pacific Capital Partners Ltd67,044$6.19M5.35%013F-HRTimeline
Central Pacific Bank - Trust Division66,848$6.17M0.63%-3,33913F-HRTimeline
CONDOR CAPITAL MANAGEMENT66,818$6.17M0.46%+6613F-HRTimeline
PRENTISS SMITH & CO INC66,695$6.15M3.38%-93313F-HRTimeline
LaFleur & Godfrey LLC66,139$6.1M0.72%-1,77313F-HRTimeline
Legal Advantage Investments, Inc.65,960$6.09M2.13%-70013F-HRTimeline
Integrated Wealth Concepts LLC65,440$6.04M0.04%+37,82113F-HR/ATimeline
Twin Lakes Capital Management, LLC65,320$6.03M2.3%-38613F-HRTimeline
Plato Investment Management Ltd65,701$6.03M0.34%+8,66213F-HRTimeline
American Trust Investment Advisors, LLC64,855$5.98M2.95%+13,36713F-HRTimeline
Siemens Fonds Invest GmbH64,494$5.95M0.29%+29713F-HRTimeline
AMG National Trust Bank63,906$5.9M0.12%-36,27213F-HRTimeline
SCOTIA CAPITAL INC.63,745$5.88M0.02%-67513F-HRTimeline
Metis Global Partners, LLC63,624$5.87M0.13%-8,16213F-HRTimeline
BOKF, NAin group BOKF, NA63,347$5.85M0.08%+4,32513F-HRTimelineGroup
National Philanthropic Trust63,328$5.84M0.08%-46013F-HRTimeline
CONNING INC.in group CONNING INC.63,081$5.82M0.17%+6,67213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC61,009$5.8M0.02%+31,87413F-HRTimelineGroup
IFP Advisors, Inc62,623$5.78M0.1%-1,19113F-HRTimeline
Private Advisor Group, LLC62,141$5.73M0.03%-42,89213F-HRTimeline