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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
Asset Advisors Investment Management, L…165,817$15.1M1.49%+94513F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.165,535$15.1M1.78%-12,88713F-HRTimeline
LBP AM SA164,623$15M0.21%+117,81713F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC163,720$14.9M2.65%-63913F-HRTimeline
JACOBS & CO/CA162,899$14.9M1.47%-4,26713F-HRTimeline
Empower Advisory Group, LLC162,660$14.8M0.04%-3,63813F-HRTimeline
Cambridge Investment Research Advisors,…160,994$14.7M0.04%-10,47313F-HRTimeline
Addenda Capital Inc.160,938$14.7M0.53%+5,17413F-HRTimeline
Elgethun Capital Management160,598$14.7M2.95%+1,59713F-HRTimeline
WINSLOW ASSET MANAGEMENT INC160,138$14.6M2.95%+90413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.160,091$14.6M0.14%+116,28813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Lakehouse Capital Pty Ltd156,467$14.3M8.71%013F-HRTimeline
Snowden Capital Advisors LLC154,572$14.1M0.42%-95613F-HRTimeline
Financial Avengers, Inc.154,540$14.1M6.55%-1,50713F-HRTimeline
Modera Wealth Management, LLC154,357$14.1M0.17%-2,90613F-HRTimeline
Perigon Wealth Management, LLC153,893$14M0.33%-3,55713F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding151,271$13.8M-10,083Timeline
North Reef Capital Management LP150,000$13.7M0.61%-125,00013F-HRTimeline
MONTAG & CALDWELL, LLC149,635$13.7M2.99%-7,37513F-HRTimeline
AMF Tjanstepension AB148,914$13.6M0.09%-25,18613F-HRTimeline
Connor, Clark & Lunn Investment Managem…148,603$13.6M0.05%+142,55413F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND147,692$13.5M0.24%+1,30013F-HRTimeline
Jain Global LLC147,555$13.5M0.21%-30,73313F-HRTimeline
Great Lakes Retirement, Inc.146,650$13.4M1.58%+1,46613F-HRTimeline
Van Cleef Asset Management,Inc145,425$13.3M1.43%-5413F-HRTimeline
BANQUE PICTET & CIE SA143,207$13.1M0.14%-1,29713F-HRTimeline
&PARTNERS142,749$13M0.1%+28,40913F-HRTimeline
Entropy Technologies, LP142,708$13M1.03%new13F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.141,863$12.9M0.14%new13F-HRTimeline
PARTHENON LLC140,805$12.8M1.47%-50013F-HRTimeline
Graham Capital Management, L.P.140,487$12.8M0.39%+121,77613F-HRTimeline
HUB Investment Partners, LLC139,227$12.7M0.44%+1,88713F-HRTimeline
NEOS Investment Management LLC138,636$12.6M0.16%+28,75813F-HRTimeline
Cornerstone Capital, Inc.138,543$12.6M1.32%-8,65913F-HRTimeline
Pacer Advisors, Inc.138,369$12.6M0.03%+51,27713F-HRTimeline
WOLVERINE TRADING, LLC140,063$12.6M0.32%+78,99813F-HRTimeline
Mesirow Financial Investment Management…137,586$12.6M0.24%-32313F-HRTimeline
Crestwood Advisors Group, LLC136,242$12.4M0.22%-504,68613F-HRTimeline
MOTCO125,965$12.3M1.18%+1,50613F-HRTimeline
Advisors Capital Management, LLC133,579$12.2M0.17%-1,20813F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…133,461$12.2M0.1%+1,98513F-HRTimeline
McGuire Investment Group, LLC133,443$12.2M1.56%+64013F-HRTimeline
Cornerstone Advisors, LLC132,800$12.1M0.42%+25,00013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…132,509$12.1M0.13%+76,80613F-HRTimelineGroup
Ironwood Investment Counsel, LLC131,542$12M1.85%-1,81913F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.131,021$12M2.45%+10,90513F-HRTimelineGroup
CX Institutional129,566$11.8M0.41%-51,34713F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC129,115$11.8M0.08%+13,66013F-HRTimelineGroup
Boston Common Asset Management, LLC128,024$11.7M0.33%-3,58813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.127,626$11.7M0.29%+74,31413F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.127,653$11.6M1.67%+30013F-HRTimeline
MAI Capital Management127,615$11.6M0.08%-97313F-HRTimeline
Elo Mutual Pension Insurance Co127,313$11.6M0.24%+46,30913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp127,026$11.6M0.7%-1,09413F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding126,989$11.6M+693Timeline
NICHOLAS COMPANY, INC.126,742$11.6M0.19%-9,99513F-HRTimeline
Hanson & Doremus Investment Management125,238$11.4M1.53%-10,72513F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC125,000$11.4M2.31%new13F-HRTimeline
Generali Asset Management SPA SGR124,726$11.4M0.26%+97113F-HRTimeline
Westbourne Investment Advisors, Inc.124,344$11.3M3.44%-1,15613F-HRTimeline
TOWER BRIDGE ADVISORS124,028$11.3M1.22%+7,91013F-HRTimeline
FIRST MERCHANTS CORP123,423$11.3M0.44%-2,49313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp121,224$11.1M0.25%new13F-HRTimelineGroup
Avanza Fonder AB120,070$11M0.32%+19,39813F-HRTimeline
Empirical Financial Services, LLC d.b.a…119,273$10.9M0.25%+6213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC118,914$10.8M0.1%-46,49413F-HRTimeline
ADVOCATE GROUP LLC118,355$10.8M1.93%-1,57513F-HRTimeline
Rathbones Group PLC118,068$10.8M0.05%+87,15313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC117,866$10.8M0.24%+3,95113F-HRTimeline
Candriam S.C.A.117,043$10.7M0.06%-1,73813F-HRTimeline
Grassi Investment Management117,018$10.7M0.85%-1,50013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.116,913$10.7M0.1%-6,09213F-HRTimeline
Baker Avenue Asset Management, LP115,877$10.6M0.3%-9,00513F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding115,775$10.6M-24,585Timeline
M&G PLCin group M&G PLC114,848$10.5M0.06%-14,53813F-HRTimelineGroup
Westend Capital Management, LLC114,484$10.4M3.22%new13F-HRTimeline
Glenview Trust Co114,378$10.4M0.18%+7,31613F-HRTimeline
Vinva Investment Management Ltd114,881$10.3M0.27%+28,04513F-HRTimeline
CHOREO, LLC111,256$10.2M0.14%+9,73413F-HRTimeline
Aquatic Capital Management LLC110,294$10.1M0.2%new13F-HRTimeline
Timber Creek Capital Management LLC104,181$10M2.56%-13,50913F-HRTimeline
OMERS ADMINISTRATION Corp109,191$9.96M0.08%+43,30013F-HRTimeline
SHELTON CAPITAL MANAGEMENT109,058$9.95M0.23%+5,90013F-HRTimeline
Voleon Capital Management LP108,877$9.93M0.54%+101,97413F-HRTimeline
BNP PARIBASin group BNP PARIBAS108,729$9.92M0.32%+5,34713F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC108,281$9.88M0.08%+1,69213F-HRTimeline
PATTEN & PATTEN INC/TN106,724$9.74M0.63%+21313F-HRTimeline
Horizon Investments, LLC106,392$9.68M0.15%+76,61313F-HRTimeline
UniSuper Management Pty Ltd105,991$9.67M0.06%-6,32713F-HRTimeline
Argent Trust Co105,114$9.59M0.36%+8,84513F-HRTimeline
COUNTRY CLUB BANK105,752$9.52M0.6%-71013F-HRTimeline
Concentric Capital Strategies, LP103,852$9.48M0.53%+19,78713F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO103,115$9.41M0.3%-92513F-HRTimeline
CWM, LLCin group CWM, LLC103,054$9.4M0.03%-178,49113F-HRTimelineGroup
Beverly Hills Private Wealth, LLC102,503$9.35M1.76%+8,56013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC102,401$9.34M0.36%+7,49913F-HRTimelineGroup
Hyperion Capital Advisors LP101,936$9.3M5.83%-16,31813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…101,682$9.28M0.15%-5113F-HRTimelineGroup
BAXTER BROS INC101,004$9.22M1.13%+18,51013F-HRTimeline
Private Advisor Group, LLC100,818$9.2M0.05%-87713F-HRTimeline
National Philanthropic Trust100,422$9.16M0.12%-85713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.100,049$9.13M1.29%-23,95313F-HRTimeline
Tribune Investment Group LP100,000$9.12M4.49%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC99,702$9.1M0.27%-12,83613F-HRTimeline
NewEdge Advisors, LLC99,561$9.08M0.05%-77613F-HRTimeline
Private Wealth Partners, LLC99,339$9.06M0.71%-5,74913F-HRTimeline
Geneos Wealth Management Inc.98,584$8.99M0.22%-100,67513F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA98,509$8.99M0.61%-3,35913F-HRTimeline
Allen Capital Group, LLC98,268$8.97M0.93%+7,75413F-HRTimeline
Americana Partners, LLC97,978$8.94M0.31%-7,16213F-HRTimeline
Spectrum Financial Alliance Ltd LLC91,335$8.92M2.4%-3,84413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC97,710$8.92M0.05%+34,70013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …97,696$8.91M0.14%-72,89813F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH98,862$8.9M0.07%+98,86213F-HRTimelineGroup
GROUP ONE TRADING LLC97,045$8.85M0.29%-116,33113F-HRTimeline
AMG National Trust Bank96,983$8.85M0.23%+1,18213F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC96,862$8.84M0.61%+56,56813F-HRTimeline
Lafayette Investments, Inc.96,849$8.84M1.79%-65113F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP96,443$8.8M0.59%-14,55613F-HRTimelineGroup
Redmond Asset Management, LLC95,651$8.73M2.08%-2,35613F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS95,120$8.68M0.36%+18,07313F-HRTimeline
PRAGMA GESTAO DE PATRIMONIO LTD94,800$8.65M3.78%-16,90013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The94,333$8.61M0.13%+8,67713F-HRTimelineGroup
Motley Fool Asset Management LLCin group Motley Fool Asset Management …94,232$8.6M0.4%+9,87213F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…93,979$8.57M0.08%+12,81213F-HRTimelineGroup
WCG Wealth Advisors LLC93,935$8.57M0.55%+13,46713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC93,828$8.56M0.1%new13F-HR/ATimelineGroup
KCM INVESTMENT ADVISORS LLC93,776$8.56M0.29%-1,28513F-HRTimeline
1248 Management, LLC93,729$8.55M3.16%013F-HRTimeline
Metis Global Partners, LLC93,336$8.52M0.22%-7,68213F-HRTimeline
Aviance Capital Partners, LLC92,314$8.42M1.1%-46113F-HRTimeline
Capital Investment Counsel, Inc91,013$8.3M1.1%+5613F-HRTimeline
Waverly Advisors, LLC90,879$8.29M0.09%+9,99713F-HRTimeline
GAM Holding AGin group GAM Holding AG90,152$8.23M0.58%-102,05713F-HRTimelineGroup
Louisiana State Employees Retirement Sy…90,100$8.22M0.15%-1,50013F-HRTimeline
Qsemble Capital Management, LP89,586$8.17M0.78%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…89,577$8.17M0.36%-49,86513F-HRTimelineGroup
Aware Super Pty Ltd as trustee of Aware…89,530$8.17M0.12%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd89,367$8.15M0.2%new13F-HRTimeline
Sendero Wealth Management, LLC89,320$8.15M1.02%-29,46513F-HR/ATimeline
SECURIAN ASSET MANAGEMENT, INC89,296$8.15M0.23%-96313F-HRTimeline
Gulf International Bank (UK) Ltd88,205$8.05M0.28%-10,67613F-HRTimeline
Wealthspire Advisors, LLC87,936$8.02M0.05%-76613F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…86,674$7.91M0.64%013F-HRTimelineGroup
Pinnacle Financial Partners Inc86,363$7.88M0.17%+67,90413F-HRTimeline
Trajan Wealth LLC86,315$7.88M0.39%+13,76113F-HRTimeline
NewEdge Wealth, LLC80,667$7.74M0.12%+3,78613F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding84,747$7.73M-1,313Timeline
Radnor Capital Management, LLC84,650$7.72M1.23%-3,82913F-HRTimeline
Mezzasalma Advisors, LLC84,615$7.72M2.32%+9813F-HRTimeline
Maryland State Retirement & Pension Sys…82,951$7.57M0.17%+5,47313F-HRTimeline
VESTOR CAPITAL, LLC68,292$7.52M0.56%+66,75413F-HRTimeline
Central Pacific Bank - Trust Division81,917$7.47M0.95%+10,91513F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS81,290$7.42M0.15%+2,51013F-HRTimelineGroup
iA Global Asset Management Inc.80,568$7.35M0.11%+22,88313F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…80,433$7.34M0.21%-36,92413F-HRTimelineGroup
PRING TURNER CAPITAL GROUP INC80,341$7.33M4.74%-65113F-HRTimeline
Kohmann Bosshard Financial Services, LLC79,737$7.28M0.81%-16,98713F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD79,687$7.27M0.24%013F-HRTimeline
Longaeva Partners L.P.78,666$7.18M1.72%-480,63413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.78,658$7.18M0.04%+8,19713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.77,569$7.08M0.06%-94,14713F-HRTimelineGroup
CLOVERFIELDS CAPITAL GROUP, LP77,462$7.07M2.1%-84013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC77,389$7.06M0.59%013F-HRTimeline
FAGAN ASSOCIATES, INC.74,838$6.83M1.06%+2,41513F-HRTimeline
Quantbot Technologies LP74,713$6.82M0.17%+71,67713F-HRTimeline
Vestmark Advisory Solutions, Inc.74,272$6.78M0.1%-23,80913F-HRTimeline
MARSHALL & SULLIVAN INC /WA/74,042$6.76M3.25%-94413F-HRTimeline
Wilmington Savings Fund Society, FSB73,833$6.74M0.12%-3,59513F-HRTimeline
Salvus Wealth Management, LLC73,307$6.69M3.9%-1,49113F-HRTimeline
SCOTIA CAPITAL INC.73,288$6.69M0.03%-6,80613F-HRTimeline
Campbell & CO Investment Adviser LLC73,222$6.68M0.42%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP73,208$6.68M0.27%new13F-HRTimeline
Birch Capital Management, LLC73,153$6.67M3.42%+41613F-HRTimeline
LaFleur & Godfrey LLC72,780$6.64M0.83%-3,23013F-HRTimeline
Empowered Funds, LLC72,348$6.6M0.07%+10,30813F-HRTimeline
Alberta Investment Management Corp72,200$6.59M0.05%-118,87913F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK71,237$6.5M0.04%-5,10413F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC71,167$6.49M0.93%-29613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC70,688$6.45M0.55%-95413F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …69,625$6.35M0.08%+6,23013F-HRTimelineGroup
Gilman Hill Asset Management, LLC69,519$6.34M1.04%+36613F-HRTimeline
Citizens Business Bank69,115$6.31M1.23%+2,16013F-HRTimeline
PRENTISS SMITH & CO INC68,976$6.29M3.74%-1,00713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…68,546$6.25M0.17%+12,86413F-HRTimelineGroup
DRW Securities, LLC68,478$6.25M0.44%+33,21613F-HRTimeline
GHP Investment Advisors, Inc.68,390$6.24M0.28%+67113F-HRTimeline
Twin Lakes Capital Management, LLC67,679$6.18M3.76%-8213F-HRTimeline
Orange Investment Advisors, Inc.67,428$6.15M0.67%+5,34113F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC67,179$6.13M0.1%-3,75313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding67,085$6.12M+2,512Timeline
Bayesian Capital Management, LP67,000$6.11M0.97%new13F-HRTimeline
Legal Advantage Investments, Inc.66,660$6.08M2.84%-1,24013F-HRTimeline
Investment Research & Advisory Group, I…66,078$6.03M2.25%+89613F-HRTimeline
LGT Group Foundationin group LGT Group Foundation65,816$6.01M0.08%+1,61313F-HRTimelineGroup
AG2R LA MONDIALE GESTION D'ACTIFS64,291$5.87M0.3%+52513F-HRTimeline
Siemens Fonds Invest GmbH62,379$5.69M0.33%+2,18513F-HRTimeline
LINCOLN CAPITAL CORP62,343$5.69M2.18%+41413F-HRTimeline
Semmax Financial Advisors Inc.58,410$5.69M1.46%-2,88813F-HRTimeline
SYNOVUS FINANCIAL CORP62,240$5.68M0.07%-14313F-HRTimeline