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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
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp137,526$10.2M0.64%-55213F-HRTimelineGroup
HUB Investment Partners, LLC137,065$10.1M0.43%+9,96113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC136,828$10.1M0.21%+117,05513F-HRTimeline
NICHOLAS COMPANY, INC.136,737$10.1M0.16%-9,01813F-HRTimeline
Hyperion Capital Advisors LP134,294$9.94M5.11%-8,67713F-HRTimeline
M&G PLCin group M&G PLC134,213$9.93M0.06%-11,91613F-HRTimelineGroup
McGuire Investment Group, LLC132,593$9.81M1.42%-5513F-HRTimeline
Parallax Volatility Advisers, L.P.130,757$9.68M0.21%new13F-HRTimeline
MAI Capital Management130,295$9.64M0.07%-10,72913F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …129,431$9.57M0.01%+7,49913F-HRTimelineGroup
Ironwood Investment Counsel, LLC129,310$9.57M1.64%-2313F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND128,112$9.48M0.17%+27013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.127,313$9.42M1.39%+89213F-HRTimeline
COUNTRY CLUB BANK126,856$9.38M0.63%-3,32413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.126,446$9.36M1.34%+4,40313F-HRTimeline
FIRST MERCHANTS CORP125,255$9.27M0.36%-3,36413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC125,067$9.26M0.08%+29,08313F-HRTimeline
Hanson & Doremus Investment Management124,562$9.22M1.44%-39313F-HRTimeline
Westbourne Investment Advisors, Inc.123,731$9.16M3.13%+2,04213F-HRTimeline
CHOREO, LLC123,458$9.13M0.13%+6,04713F-HRTimeline
MOTCO123,269$9.12M0.94%-57413F-HRTimeline
Campbell & CO Investment Adviser LLC122,887$9.09M0.7%+79,82113F-HRTimeline
Sandy Spring Bank122,113$9.04M0.37%-5,32113F-HRTimeline
TOWER BRIDGE ADVISORS121,543$9M0.96%-6,31613F-HRTimeline
Baker Avenue Asset Management, LP121,194$8.97M0.27%+1,67813F-HRTimeline
ADVOCATE GROUP LLC121,166$8.97M1.69%-22313F-HRTimeline
Pacer Advisors, Inc.119,588$8.85M0.02%+8,22313F-HRTimeline
Gulf International Bank (UK) Ltd119,453$8.84M0.22%+1,02513F-HRTimeline
Grassi Investment Management118,718$8.79M0.75%-90013F-HR/ATimeline
Timber Creek Capital Management LLC117,923$8.73M2.52%+67313F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding143,748$8.67M-4,555Timeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…116,583$8.63M0.24%+7,18213F-HRTimelineGroup
Candriam S.C.A.116,468$8.62M0.05%+14,02213F-HRTimeline
Advisors Capital Management, LLC116,336$8.61M0.14%+17,48313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding115,701$8.56M+3,804Timeline
Engineers Gate Manager LP113,246$8.38M0.15%-38,71913F-HRTimeline
Graham Capital Management, L.P.112,376$8.32M0.26%+80,11213F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…110,567$8.18M0.07%-1,41713F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P110,445$8.17M0.2%+100,29013F-HRTimeline
Sendero Wealth Management, LLC108,810$8.05M1.2%-18,20213F-HRTimeline
Cornerstone Advisors, LLC107,800$7.98M0.32%+1,60013F-HRTimeline
GREAT LAKES ADVISORS, LLC107,762$7.98M0.07%-2,93213F-HRTimeline
MEANS INVESTMENT CO., INC.107,759$7.98M0.83%-31213F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…107,693$7.97M0.02%+22,80213F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.106,811$7.9M0.08%-51,29913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…106,243$7.86M0.16%+69,72013F-HRTimelineGroup
Wealthfront Advisers LLC106,055$7.85M0.02%+14,43213F-HR/ATimeline
PATTEN & PATTEN INC/TN105,973$7.84M0.52%+1,80513F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.105,487$7.81M2.1%+10,97613F-HRTimelineGroup
Americana Partners, LLC105,159$7.78M0.32%+97,24413F-HRTimeline
Avanza Fonder AB104,890$7.76M0.23%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…104,832$7.76M0.21%+3,58713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA103,838$7.69M0.53%-9,39413F-HRTimeline
KCM INVESTMENT ADVISORS LLC103,799$7.68M0.26%-1,18413F-HRTimeline
Glenview Trust Co103,034$7.63M0.14%+35813F-HRTimeline
Spectrum Financial Alliance Ltd LLC102,376$7.58M2.63%-4,77913F-HRTimeline
Dorsey & Whitney Trust CO LLC102,313$7.57M0.42%-64013F-HRTimeline
Kohmann Bosshard Financial Services, LLC101,474$7.51M0.9%-7,38713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…100,967$7.47M0.15%+1,49013F-HRTimelineGroup
&PARTNERS99,934$7.45M0.09%+37,28513F-HRTimeline
Roundview Capital LLC100,092$7.41M0.52%+91113F-HRTimeline
Nearwater Capital Markets, Ltd100,000$7.4M0.21%13F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding99,836$7.39M+3,750Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK99,050$7.33M0.24%-3313F-HRTimelineGroup
Geneos Wealth Management Inc.98,978$7.33M0.26%+15113F-HRTimeline
Redmond Asset Management, LLC98,828$7.31M1.83%-6,15113F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P98,690$7.3M0.84%-31,41013F-HRTimelineGroup
Lafayette Investments, Inc.98,230$7.27M1.56%+48013F-HRTimeline
Private Advisor Group, LLC98,159$7.26M0.04%+4,31713F-HRTimeline
NewEdge Advisors, LLC97,764$7.24M0.04%+5,06713F-HRTimeline
Quantinno Capital Management LP97,562$7.22M0.07%+43,60513F-HRTimeline
UniSuper Management Pty Ltd95,398$7.06M0.05%+17,83013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS94,412$6.99M0.03%+84,29713F-HRTimeline
Citizens Business Bank94,406$6.99M1.31%+29,45813F-HRTimeline
1248 Management, LLC93,729$6.94M2.99%13F-HRTimeline
Argent Trust Co93,429$6.91M0.28%+5,09413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC93,241$6.9M0.07%+56,96013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC92,787$6.87M0.52%+5,51113F-HRTimelineGroup
HARTFORD INVESTMENT MANAGEMENT CO92,409$6.84M0.22%-1,60113F-HRTimeline
Point72 Europe (London) LLP91,700$6.79M0.39%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT90,959$6.73M0.17%+13,54213F-HRTimeline
Aviance Capital Partners, LLC90,932$6.73M0.93%+1,45513F-HRTimeline
Capital Investment Counsel, Inc89,991$6.66M1%-2,55013F-HRTimeline
Woodline Partners LP89,776$6.64M0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management89,650$6.63M0.21%+1,35513F-HRTimelineGroup
Point72 (DIFC) Ltd89,378$6.61M0.6%new13F-HRTimeline
Beck Bode, LLC89,028$6.59M1.2%new13F-HRTimeline
NEOS Investment Management LLC88,576$6.56M0.15%+21,15213F-HRTimeline
Radnor Capital Management, LLC88,379$6.54M1.09%-5,44813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC87,089$6.45M0.1%-41,61413F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…87,013$6.44M0.07%+48,43513F-HRTimelineGroup
SVB WEALTH LLC86,750$6.42M0.12%new13F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding86,712$6.42M-988Timeline
American Assets Investment Management, …in group American Assets Investment Ma…86,674$6.41M0.52%013F-HRTimelineGroup
1832 Asset Management L.P.86,640$6.41M0.01%-18,36013F-HRTimeline
LaFleur & Godfrey LLC86,486$6.4M0.88%-80513F-HR/ATimeline
Private Advisory Group LLC85,931$6.36M0.71%+3,88713F-HR/ATimeline
Beverly Hills Private Wealth, LLC85,310$6.31M1.28%+5,79313F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC84,900$6.28M0.99%-30,40013F-HRTimeline
WCG Wealth Advisors LLC84,847$6.28M0.42%+4,87813F-HRTimeline
Mezzasalma Advisors, LLC84,439$6.25M2.02%+89013F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …83,316$6.17M0.32%+9,70013F-HRTimelineGroup
CLOVERFIELDS CAPITAL GROUP, LP83,149$6.15M1.98%-66613F-HRTimeline
Metis Global Partners, LLC81,292$6.02M0.18%+4,99013F-HRTimeline
ICICI Prudential Asset Management Co Ltd81,080$6M0.66%013F-HRTimeline
PRING TURNER CAPITAL GROUP INC80,655$5.97M4%+5,31413F-HRTimeline
Louisiana State Employees Retirement Sy…80,400$5.95M0.11%-3,70013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC80,344$5.95M0.17%-2,28013F-HRTimeline
Maryland State Retirement & Pension Sys…80,053$5.92M0.13%-5,94613F-HRTimeline
AMG National Trust Bank79,393$5.87M0.16%-1,10313F-HRTimeline
Mediolanum International Funds Ltd79,008$5.83M0.08%-177,18513F-HRTimeline
SCOTIA CAPITAL INC.78,361$5.8M0.03%+9,41513F-HRTimeline
IEQ CAPITAL, LLC77,685$5.75M0.06%+19,02013F-HRTimeline
SteelPeak Wealth, LLC77,471$5.73M0.24%+1,71013F-HRTimeline
Qsemble Capital Management, LP77,422$5.73M0.76%+66,89513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK77,289$5.72M0.04%+14713F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC77,139$5.71M0.49%013F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS77,047$5.7M0.28%13F-HRTimeline
Allen Capital Group, LLC77,035$5.7M0.7%+6,06713F-HRTimeline
Central Pacific Bank - Trust Division76,944$5.69M0.75%+2,80413F-HRTimeline
MARSHALL & SULLIVAN INC /WA/76,397$5.65M2.76%+40313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…76,356$5.65M0.06%+36,47613F-HRTimelineGroup
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…75,300$5.57M0.05%013F-HRTimelineGroup
Salvus Wealth Management, LLC74,433$5.51M3.51%-38513F-HRTimeline
NewEdge Wealth, LLC74,352$5.5M0.1%-7,32813F-HRTimeline
Birch Capital Management, LLC74,279$5.5M2.77%-2,18013F-HRTimeline
Semmax Financial Advisors Inc.67,040$5.47M1.46%-26713F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS72,937$5.4M0.1%-4,14113F-HRTimelineGroup
Vinva Investment Management Ltd72,932$5.39M0.21%+26,10413F-HRTimeline
BNP PARIBASin group BNP PARIBAS72,710$5.38M0.04%+18,90013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB72,363$5.36M0.1%-1,71013F-HRTimeline
Generali Asset Management SPA SGR72,284$5.35M0.14%13F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC71,789$5.31M0.5%+1,60813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC71,463$5.29M0.89%+50513F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD71,187$5.27M0.18%-1,80013F-HRTimeline
Seneca House Advisors70,791$5.24M2.08%-8,43313F-HRTimeline
Twin Lakes Capital Management, LLC69,978$5.18M3.32%+4713F-HRTimeline
Callan Family Office, LLC69,919$5.17M0.33%new13F-HRTimeline
FAGAN ASSOCIATES, INC.69,628$5.15M0.82%+3,53513F-HRTimeline
Rathbones Group PLC69,415$5.14M0.02%-1,009,33213F-HRTimeline
Entropy Technologies, LP69,281$5.13M0.53%-25,92013F-HRTimeline
Marietta Wealth Management, LLC69,247$5.12M0.74%+1,30013F-HRTimeline
Interval Partners, LP69,226$5.12M0.13%new13F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC69,025$5.11M0.52%-1,60013F-HRTimeline
Crestline Management, L.P.68,152$5.04M0.18%new13F-HRTimeline
Teza Capital Management LLC67,888$5.02M0.76%+35,72013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The67,364$4.99M0.11%+5,77013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC67,075$4.96M0.26%new13F-HRTimelineGroup
American Trust Investment Advisors, LLC67,017$4.96M2.03%+4,14013F-HRTimeline
Gilman Hill Asset Management, LLC67,003$4.96M0.86%-1,83413F-HRTimeline
Ashurst Perkins Coie Trust Co66,916$4.95M1.09%-27913F-HRTimeline
LGT Group Foundationin group LGT Group Foundation66,835$4.95M0.08%-12213F-HRTimelineGroup
CONNING INC.in group CONNING INC.66,355$4.91M0.17%-12,27313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding65,772$4.87M-32,424Timeline
Spectrum Asset Management, Inc. (NB/CA)65,631$4.86M2.18%+46413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC65,487$4.85M0.02%+18,22313F-HRTimelineGroup
GHP Investment Advisors, Inc.65,159$4.82M0.23%+1,08213F-HRTimeline
Trajan Wealth LLC64,745$4.79M0.27%+6,49713F-HRTimeline
LINCOLN CAPITAL CORP64,255$4.76M1.95%+11313F-HRTimeline
Investment Research & Advisory Group, I…63,931$4.73M1.96%-40513F-HRTimeline
Legal Advantage Investments, Inc.63,900$4.73M2.5%-50013F-HRTimeline
Laird Norton Wetherby Wealth Management…63,366$4.69M0.22%-23,91513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC63,235$4.68M0.07%-14,44213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…63,062$4.67M0.02%-55413F-HRTimelineGroup
WESTPAC BANKING CORPin group WESTPAC BANKING CORP63,018$4.66M0.31%-44,02213F-HRTimelineGroup
OMERS ADMINISTRATION Corp62,943$4.66M0.04%+10,69013F-HRTimeline
Lincoln Capital LLC62,917$4.66M0.98%-72313F-HRTimeline
CONDOR CAPITAL MANAGEMENT62,352$4.61M0.41%-1,11213F-HRTimeline
TOWNSQUARE CAPITAL LLC61,886$4.58M0.05%+1,37313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.60,692$4.49M0.03%-32713F-HRTimeline
Annandale Capital, LLC59,848$4.43M0.88%013F-HRTimeline
Community Financial Services Group, LLC59,781$4.42M0.88%-6,23813F-HRTimeline
Headlands Technologies LLC58,963$4.36M0.44%new13F-HRTimeline
K.J. Harrison & Partners Inc58,943$4.35M0.68%+16,60013F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.58,798$4.35M3.52%+2,22913F-HRTimeline
DLK Investment Management, LLC58,669$4.34M1.82%-30013F-HRTimeline
Orange Investment Advisors, Inc.58,113$4.3M0.49%+8,15613F-HRTimeline
Siemens Fonds Invest GmbH58,019$4.29M0.29%+16,20313F-HR/ATimeline
BAXTER BROS INC57,618$4.26M0.56%+11,90413F-HRTimeline
Harrington Investments, INC57,208$4.23M2.33%+68113F-HRTimeline
PRENTISS SMITH & CO INC56,630$4.19M2.74%+7913F-HRTimeline
GS Investments, Inc.56,103$4.15M1.88%-1,33113F-HRTimeline
Hennion & Walsh Asset Management, Inc.55,661$4.12M0.19%+3,35413F-HRTimeline
Y-Intercept (Hong Kong) Ltd55,463$4.1M0.27%+34,73513F-HRTimeline
Hunter Perkins Capital Management, LLC55,040$4.07M0.86%-2,00513F-HRTimeline
Mengis Capital Management, Inc.54,825$4.06M0.83%-6,90413F-HRTimeline
Private Wealth Partners, LLC54,528$4.04M0.31%+11,58313F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC54,510$4.03M2.3%-8013F-HRTimeline
Intrinsic Value Partners, LLC54,333$4.02M4.04%-1,05013F-HRTimeline
GREENLEAF TRUST54,309$4.02M0.04%-1,24913F-HRTimeline
MONTAG A & ASSOCIATES INC53,156$3.93M0.19%-58913F-HRTimeline
SYNOVUS FINANCIAL CORP53,107$3.93M0.05%-14,78213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.52,617$3.92M0.09%+32,53113F-HRTimelineGroup
Caprock Group, LLC52,841$3.91M0.13%+4,23413F-HRTimeline
SG Americas Securities, LLC52,826$3.91M0.02%-5,88713F-HRTimeline
FIRST AMERICAN BANK52,738$3.9M0.27%+1,34113F-HRTimeline
PITTENGER & ANDERSON INC52,440$3.88M0.14%-22913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP51,065$3.78M<0.01%-402,20713F-HRTimelineGroup
Prospera Financial Services Inc50,909$3.77M0.09%+29,96413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC51,503$3.75M0.82%-3,35713F-HRTimeline