Skip to content
Disclosery

SCHW CHARLES SCHWAB CORP (THE)

Follow

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
Rakuten Investment Management, Inc.156,582$12.2M0.06%13F-HRTimeline
Snowden Capital Advisors LLC155,528$12.2M0.39%+4,16813F-HRTimeline
Atria Investments, Inc154,350$12.1M0.15%+13,18113F-HRTimeline
Ethic Inc.155,389$12.1M0.24%+2,59113F-HRTimeline
Sculptor Capital LPin group Sculptor Capital LP152,783$12M0.27%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC151,304$11.8M0.12%-40,88713F-HRTimeline
Orion Portfolio Solutions, LLC151,304$11.8M0.12%-40,88713F-HR/ATimeline
Mediolanum International Funds Ltd151,927$11.8M0.16%+72,91913F-HRTimeline
BOWEN HANES & CO INC150,606$11.8M0.33%-445,32513F-HRTimeline
ASR Vermogensbeheer N.V.150,480$11.8M0.17%13F-HRTimeline
Cornerstone Capital, Inc.147,202$11.5M1.24%-52,93913F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND146,392$11.5M0.22%+18,28013F-HRTimeline
Van Cleef Asset Management,Inc145,479$11.4M1.29%+1,51013F-HRTimeline
Great Lakes Retirement, Inc.145,184$11.4M1.49%+3,13913F-HRTimeline
BANQUE PICTET & CIE SA144,504$11.3M0.12%-8,52613F-HRTimeline
Woodline Partners LP143,972$11.3M0.07%+54,19613F-HRTimeline
PARTHENON LLC141,305$11.1M1.36%+14013F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding140,360$11M+40,524Timeline
TOWNSQUARE CAPITAL LLC139,951$11M0.12%+78,06513F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…139,442$10.9M0.5%+111,07413F-HRTimelineGroup
Mesirow Financial Investment Management…137,909$10.8M0.21%-93513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management137,589$10.8M0.34%+47,93913F-HRTimelineGroup
Wealthfront Advisers LLC137,427$10.8M0.03%+31,37213F-HRTimeline
HUB Investment Partners, LLC137,340$10.8M0.43%+27513F-HRTimeline
NICHOLAS COMPANY, INC.136,737$10.7M0.19%013F-HRTimeline
MIZUHO SECURITIES USA LLC136,448$10.7M0.23%-5,23613F-HRTimeline
Hanson & Doremus Investment Management135,963$10.6M1.55%+11,40113F-HRTimeline
Advisors Capital Management, LLC134,787$10.6M0.16%+18,45113F-HRTimeline
Ironwood Investment Counsel, LLC133,361$10.4M1.8%+4,05113F-HRTimeline
McGuire Investment Group, LLC132,803$10.4M1.54%+21013F-HRTimeline
Boston Common Asset Management, LLC131,612$10.3M0.31%-109,03413F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…131,476$10.3M0.09%+20,90913F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC130,507$10.2M0.06%-190,97613F-HRTimeline
M&G PLCin group M&G PLC129,386$10.1M0.05%-4,82713F-HRTimelineGroup
MAI Capital Management128,588$10.1M0.08%-1,70713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp128,120$10M0.66%-9,40613F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.127,353$9.97M1.52%+4013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding126,296$9.89M+10,595Timeline
FIRST MERCHANTS CORP125,916$9.86M0.39%+66113F-HRTimeline
Westbourne Investment Advisors, Inc.125,500$9.82M3.49%+1,76913F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT125,000$9.79M1.17%new13F-HRTimeline
Baker Avenue Asset Management, LP124,882$9.78M0.31%+3,68813F-HRTimeline
MOTCO124,459$9.74M1.03%+1,19013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.124,002$9.71M1.45%-2,44413F-HRTimeline
Generali Asset Management SPA SGR123,755$9.69M0.24%+51,47113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.123,005$9.62M0.1%+16,19413F-HRTimeline
Sandy Spring Bank120,818$9.46M0.4%-1,29513F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.120,116$9.4M2.31%+14,62913F-HRTimelineGroup
ADVOCATE GROUP LLC119,930$9.39M1.71%-1,23613F-HRTimeline
Empirical Financial Services, LLC d.b.a…119,211$9.33M0.24%+14,37913F-HRTimeline
Sendero Wealth Management, LLC118,785$9.3M1.29%+9,97513F-HRTimeline
Candriam S.C.A.118,781$9.3M0.06%+2,31313F-HRTimeline
Grassi Investment Management118,518$9.28M0.86%-20013F-HRTimeline
Hyperion Capital Advisors LP118,254$9.26M5.04%-16,04013F-HRTimeline
Timber Creek Capital Management LLC117,690$9.21M2.46%-23313F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…117,357$9.19M0.27%+77413F-HRTimelineGroup
TOWER BRIDGE ADVISORS116,118$9.09M1.02%-5,42513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC115,455$9.04M0.08%-22,64213F-HRTimelineGroup
Point72 Hong Kong Ltd114,647$8.97M0.64%-265,63813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC113,915$8.92M0.23%+88,37313F-HRTimeline
&PARTNERS114,340$8.9M0.09%+14,40613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC112,538$8.81M0.3%-37,98113F-HRTimeline
UniSuper Management Pty Ltd112,318$8.79M0.07%+16,92013F-HRTimeline
PRAGMA GESTAO DE PATRIMONIO LTD111,700$8.74M4.68%new13F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP110,999$8.69M0.64%+47,98113F-HRTimelineGroup
NEOS Investment Management LLC109,878$8.6M0.16%+21,30213F-HRTimeline
Cornerstone Advisors, LLC107,800$8.44M0.36%013F-HRTimeline
Glenview Trust Co107,062$8.38M0.16%+4,02813F-HR/ATimeline
GREAT LAKES ADVISORS, LLC106,589$8.38M0.07%-1,17313F-HRTimeline
PATTEN & PATTEN INC/TN106,511$8.34M0.56%+53813F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding105,850$8.29M-140,210Timeline
COUNTRY CLUB BANK106,462$8.28M0.56%-20,39413F-HRTimeline
Americana Partners, LLC105,140$8.23M0.32%-1913F-HRTimeline
Private Wealth Partners, LLC105,088$8.23M0.68%+50,56013F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO104,040$8.14M0.28%+11,63113F-HRTimeline
BNP PARIBASin group BNP PARIBAS103,382$8.09M0.34%+30,67213F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT103,158$8.08M0.19%+12,19913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA101,868$7.97M0.56%-1,97013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…101,733$7.96M0.16%+76613F-HRTimelineGroup
Private Advisor Group, LLC101,695$7.96M0.05%+3,53613F-HRTimeline
CHOREO, LLC101,522$7.95M0.12%-21,93613F-HRTimeline
National Philanthropic Trust101,279$7.93M0.13%-61,58713F-HRTimeline
Avanza Fonder AB100,672$7.91M0.26%-4,21813F-HRTimeline
Metis Global Partners, LLC101,018$7.91M0.22%+19,72613F-HRTimeline
NewEdge Advisors, LLC100,337$7.85M0.05%+2,57313F-HRTimeline
Nearwater Capital Markets, Ltd100,000$7.83M0.22%013F-HRTimeline
Gulf International Bank (UK) Ltd98,881$7.74M0.27%-20,57213F-HRTimeline
Roundview Capital LLC98,304$7.7M0.56%-1,78813F-HRTimeline
Vestmark Advisory Solutions, Inc.98,081$7.68M0.2%+47,57513F-HRTimeline
Redmond Asset Management, LLC98,007$7.67M1.98%-82113F-HRTimeline
Lafayette Investments, Inc.97,500$7.63M1.61%-73013F-HRTimeline
Kohmann Bosshard Financial Services, LLC96,724$7.57M0.89%-4,75013F-HRTimeline
Argent Trust Co96,269$7.54M0.31%+2,84013F-HRTimeline
AMG National Trust Bank95,801$7.5M0.21%+16,40813F-HRTimeline
Private Advisory Group LLC95,297$7.46M0.85%+9,36613F-HRTimeline
Spectrum Financial Alliance Ltd LLC95,179$7.45M2.42%-7,19713F-HRTimeline
KCM INVESTMENT ADVISORS LLC95,061$7.44M0.27%-8,73813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC94,902$7.43M0.32%+2,11513F-HRTimelineGroup
Beverly Hills Private Wealth, LLC93,943$7.35M1.46%+8,63313F-HRTimeline
1248 Management, LLC93,729$7.34M3.14%013F-HR/ATimeline
Aviance Capital Partners, LLC92,775$7.26M1.02%+1,84313F-HRTimeline
Louisiana State Employees Retirement Sy…91,600$7.17M0.14%+11,20013F-HRTimeline
Capital Investment Counsel, Inc90,957$7.12M1.06%+96613F-HRTimeline
Fortress Investment Group LLCin group Fortress Investment Group LLC90,693$7.1M1.55%new13F-HRTimelineGroup
Allen Capital Group, LLC90,514$7.09M0.81%+13,47913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC90,259$7.07M0.21%+9,91513F-HRTimeline
Dorsey & Whitney Trust CO LLC90,201$7.06M0.41%-12,11213F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…89,530$7.01M0.12%new13F-HRTimeline
BURNEY CO/89,401$7M0.25%new13F-HRTimeline
Wealthspire Advisors, LLC88,702$6.94M0.04%+43,39413F-HRTimeline
Radnor Capital Management, LLC88,479$6.93M1.16%+10013F-HRTimeline
Pacer Advisors, Inc.87,092$6.82M0.02%-32,49613F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…86,674$6.78M0.59%013F-HR/ATimelineGroup
Beck Bode, LLC86,364$6.76M1.26%-2,66413F-HRTimeline
Vinva Investment Management Ltd86,836$6.76M0.27%+13,90413F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding86,060$6.74M-652Timeline
Norinchukin Bank, Thein group Norinchukin Bank, The85,656$6.71M0.12%+18,29213F-HRTimelineGroup
Bridgewater Associates, LP84,797$6.64M0.03%new13F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC84,600$6.62M0.99%-30013F-HRTimeline
Mezzasalma Advisors, LLC84,517$6.62M2.29%+7813F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …84,360$6.6M0.37%+1,04413F-HRTimelineGroup
Concentric Capital Strategies, LP84,065$6.58M0.66%new13F-HRTimeline
BAXTER BROS INC82,494$6.46M0.85%+24,87613F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…81,167$6.35M0.07%-5,84613F-HRTimelineGroup
ICICI Prudential Asset Management Co Ltd81,080$6.35M0.83%013F-HRTimeline
Elo Mutual Pension Insurance Co81,004$6.34M0.14%-65,06313F-HRTimeline
PRING TURNER CAPITAL GROUP INC80,992$6.34M3.93%+33713F-HRTimeline
Waverly Advisors, LLC80,882$6.33M0.08%+40,71313F-HRTimeline
WCG Wealth Advisors LLC80,468$6.3M0.48%-4,37913F-HR/ATimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.80,370$6.29M0.11%+72,44913F-HRTimelineGroup
SCOTIA CAPITAL INC.80,094$6.27M0.03%+1,73313F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD79,687$6.24M0.22%+8,50013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS78,780$6.17M0.13%+5,84313F-HRTimelineGroup
CLOVERFIELDS CAPITAL GROUP, LP78,302$6.13M2.02%-4,84713F-HRTimeline
Maryland State Retirement & Pension Sys…77,478$6.06M0.14%-2,57513F-HRTimeline
Wilmington Savings Fund Society, FSB77,428$6.06M0.11%+5,06513F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC77,389$6.06M0.56%+25013F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS77,047$6.03M0.29%013F-HRTimeline
NewEdge Wealth, LLC76,881$6.02M0.11%+2,52913F-HRTimeline
SG Americas Securities, LLC76,396$5.98M0.02%+23,57013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK76,341$5.98M0.04%-94813F-HRTimelineGroup
LaFleur & Godfrey LLC76,010$5.95M0.81%-10,47613F-HRTimeline
SteelPeak Wealth, LLC75,839$5.94M0.25%-1,63213F-HRTimeline
Cinctive Capital Management LP75,400$5.9M0.47%new13F-HRTimeline
Monashee Investment Management LLC75,000$5.87M0.69%new13F-HRTimeline
MARSHALL & SULLIVAN INC /WA/74,986$5.87M2.98%-1,41113F-HRTimeline
Salvus Wealth Management, LLC74,798$5.86M3.67%+36513F-HRTimeline
Birch Capital Management, LLC72,737$5.69M2.96%-1,54213F-HRTimeline
Trajan Wealth LLC72,554$5.68M0.31%+7,80913F-HRTimeline
FAGAN ASSOCIATES, INC.72,423$5.67M0.95%+2,79513F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS63,766$5.63M0.31%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC71,642$5.61M0.53%-14713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC71,463$5.59M0.93%013F-HRTimeline
Central Pacific Bank - Trust Division71,002$5.56M0.77%-5,94213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC70,932$5.55M0.09%-16,15713F-HRTimeline
Seneca House Advisors70,609$5.53M2.36%-18213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.70,461$5.52M0.03%+9,76913F-HRTimeline
PRENTISS SMITH & CO INC69,983$5.48M3.55%+13,35313F-HRTimeline
American Trust Investment Advisors, LLC69,372$5.43M2.27%+2,35513F-HRTimeline
Gilman Hill Asset Management, LLC69,153$5.41M0.94%+2,15013F-HRTimeline
Legal Advantage Investments, Inc.67,900$5.32M2.87%+4,00013F-HRTimeline
Twin Lakes Capital Management, LLC67,761$5.3M3.57%-2,21713F-HRTimeline
GHP Investment Advisors, Inc.67,719$5.3M0.25%+2,56013F-HRTimeline
Callan Family Office, LLC67,694$5.3M0.4%-2,22513F-HRTimeline
Citizens Business Bank66,955$5.24M1.14%-27,45113F-HRTimeline
Perkins Coie Trust Co66,546$5.21M1.18%-37013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)66,378$5.2M2.31%+74713F-HRTimeline
Semmax Financial Advisors Inc.61,298$5.18M1.4%-5,74213F-HRTimeline
OMERS ADMINISTRATION Corp65,891$5.16M0.05%+2,94813F-HRTimeline
Investment Research & Advisory Group, I…65,182$5.1M2.13%+1,25113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding64,573$5.05M-1,199Timeline
LGT Group Foundationin group LGT Group Foundation64,203$5.03M0.07%-2,63213F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP63,617$4.98M0.15%+16,13413F-HRTimelineGroup
Achmea Investment Management B.V.in group Achmea Investment Management …63,395$4.96M0.07%+19,61413F-HRTimelineGroup
Quinn Opportunity Partners LLC63,214$4.95M0.35%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC63,010$4.93M0.02%-2,47713F-HRTimelineGroup
SYNOVUS FINANCIAL CORP62,383$4.88M0.06%+9,27613F-HRTimeline
Engineers Gate Manager LP62,271$4.87M0.08%-50,97513F-HRTimeline
Orange Investment Advisors, Inc.62,087$4.86M0.58%+3,97413F-HRTimeline
Empowered Funds, LLC62,040$4.86M0.07%+12,96713F-HRTimeline
LINCOLN CAPITAL CORP61,929$4.85M2.02%-2,32613F-HRTimeline
CONDOR CAPITAL MANAGEMENT61,286$4.8M0.45%-1,06613F-HRTimeline
FJ Capital Management LLC61,043$4.78M0.49%new13F-HRTimeline
WOLVERINE TRADING, LLC61,065$4.75M0.15%+16,02013F-HRTimeline
Oliver Luxxe Assets LLC60,337$4.72M0.88%+22,86913F-HRTimeline
Lincoln Capital LLC61,652$4.72M0.99%-1,26513F-HRTimeline
Siemens Fonds Invest GmbH60,194$4.71M0.32%+2,17513F-HRTimeline
DLK Investment Management, LLC59,121$4.63M1.94%+45213F-HRTimeline
Parallax Volatility Advisers, L.P.58,715$4.6M0.15%-72,04213F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.58,608$4.55M3.28%-19013F-HRTimeline
Hennion & Walsh Asset Management, Inc.57,983$4.54M0.2%+2,32213F-HRTimeline
Investment Management Corp of Ontario57,969$4.54M0.09%new13F-HRTimeline
iA Global Asset Management Inc.57,685$4.52M0.08%+43,87313F-HRTimeline
GREENLEAF TRUST57,657$4.51M0.04%+3,34813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC57,588$4.51M0.07%+10,39413F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC57,575$4.51M0.09%+34,34913F-HRTimelineGroup
Harrington Investments, INC57,063$4.47M2.54%-14513F-HRTimeline
Arkadios Wealth Advisors57,044$4.47M0.17%+45,18013F-HRTimeline
SummitTX Capital, L.P.56,574$4.43M0.2%13F-HRTimeline
Integrated Advisors Network LLC56,357$4.41M0.22%+41,56513F-HRTimeline