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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,133 managers (2,176 13F filers) reported a position in SCHW shares at 2025-09-30, 1,458,727,889 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers
2,133
13F filers
2,176
New
155
Added
933
Reduced
763
Sold out
117
Shares held by filers
1,458,727,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Blume Capital Management, Inc.168,384$16.1M3.09%-1,07013F-HRTimeline
LBP AM SA166,752$15.9M0.2%+2,12913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.165,817$15.8M0.19%+136,16313F-HRTimeline
GenTrust, LLC165,427$15.8M0.72%-8,82813F-HRTimeline
ASR Vermogensbeheer N.V.165,409$15.8M0.19%-59913F-HRTimeline
Arax Advisory Partners164,484$15.7M0.23%+160,96813F-HRTimeline
CONNORS INVESTOR SERVICES INC162,271$15.5M1.32%-8,34213F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.161,258$15.4M1.84%-4,27713F-HRTimeline
Orion Porfolio Solutions, LLC161,116$15.4M0.12%-15,36913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …160,826$15.4M0.04%-1,83413F-HRTimelineGroup
JACOBS & CO/CA159,285$15.2M1.45%-3,61413F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC158,665$15.1M2.6%-5,05513F-HRTimeline
&PARTNERS157,926$15.1M0.1%+15,17713F-HRTimeline
Lakehouse Capital Pty Ltd156,467$14.9M9.13%013F-HR/ATimeline
Elgethun Capital Management159,373$14.9M2.7%-1,22513F-HRTimeline
Horizon Investments, LLC155,762$14.9M0.2%+49,37013F-HRTimeline
Advocacy Wealth Management, LLC155,135$14.8M0.64%new13F-HRTimeline
NewEdge Advisors, LLC155,095$14.8M0.07%+55,53413F-HRTimeline
Snowden Capital Advisors LLC154,607$14.8M0.4%+3513F-HRTimeline
WINSLOW ASSET MANAGEMENT INC154,132$14.7M2.76%-6,00613F-HRTimeline
Perigon Wealth Management, LLC153,218$14.6M0.3%-67513F-HRTimeline
Jain Global LLC152,807$14.6M0.19%+5,25213F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding152,065$14.5M+794Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp151,267$14.4M0.27%+30,04313F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC150,599$14.4M0.06%+21,48413F-HRTimelineGroup
Parallax Volatility Advisers, L.P.149,348$14.3M0.42%new13F-HRTimeline
Modera Wealth Management, LLC149,245$14.2M0.17%-5,11213F-HRTimeline
Financial Avengers, Inc.149,182$14.2M6.12%-5,35813F-HRTimeline
ING GROEP NV147,977$14.1M0.08%+133,00513F-HRTimeline
CX Institutional147,364$14.1M0.43%+17,79813F-HRTimeline
Great Lakes Retirement, Inc.146,990$14M1.53%+34013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…145,928$13.9M2.17%-36,02113F-HRTimeline
HUB Investment Partners, LLC145,625$13.9M0.51%+6,39813F-HRTimeline
Van Cleef Asset Management,Inc145,479$13.9M1.41%+5413F-HRTimeline
Beacon Pointe Advisors, LLC144,929$13.8M0.12%-52,01913F-HRTimeline
GCM Grosvenor Holdings, LLCin group GCM Grosvenor Holdings, LLC143,256$13.7M2.08%-49,57713F-HRTimelineGroup
BANQUE PICTET & CIE SA142,533$13.6M0.14%-67413F-HRTimeline
1832 Asset Management L.P.142,211$13.6M0.02%-1,606,71113F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.139,688$13.3M2.44%+8,66713F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC138,697$13.2M0.1%+40,98713F-HRTimelineGroup
Mesirow Financial Investment Management…138,119$13.2M0.24%+53313F-HRTimeline
Pacer Advisors, Inc.137,441$13.1M0.03%-92813F-HRTimeline
Stony Point Capital LLC136,929$13.1M0.92%new13F-HRTimeline
PARTHENON LLC135,888$13M1.44%-4,91713F-HRTimeline
Cornerstone Capital, Inc.134,228$12.8M1.25%-4,31513F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…133,461$12.7M0.1%013F-HRTimeline
MAI Capital Management133,428$12.7M0.08%+5,81313F-HRTimeline
McGuire Investment Group, LLC132,547$12.7M1.43%-89613F-HRTimeline
Crestwood Advisors Group, LLC132,110$12.6M0.21%-4,13213F-HRTimeline
Ironwood Investment Counsel, LLC132,033$12.6M1.84%+49113F-HRTimeline
Advisors Capital Management, LLC131,565$12.6M0.16%-2,01413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding130,914$12.5M+3,925Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.129,521$12.4M1.57%+1,86813F-HRTimeline
Vinva Investment Management Ltd126,545$12.3M0.24%+11,66413F-HRTimeline
UniSuper Management Pty Ltd128,018$12.2M0.07%+22,02713F-HRTimeline
Engineers Gate Manager LP127,838$12.2M0.14%-38,66213F-HRTimeline
Avanza Fonder AB127,542$12.2M0.32%+7,47213F-HRTimeline
Cornerstone Planning Group LLC327,803$12.2M1.95%+325,86913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.125,634$12M0.28%-1,99213F-HRTimelineGroup
Motley Fool Asset Management LLCin group Motley Fool Asset Management …125,315$12M0.49%+31,08313F-HRTimelineGroup
BRIGHT ROCK CAPITAL MANAGEMENT, LLC125,000$11.9M2.34%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…123,607$11.8M0.08%+83,75213F-HRTimelineGroup
MOTCO123,194$11.8M1.07%-2,77113F-HRTimeline
Westbourne Investment Advisors, Inc.122,053$11.7M3.25%-2,29113F-HRTimeline
Sienna Gestion133,597$11.6M0.81%new13F-HRTimeline
Hanson & Doremus Investment Management121,397$11.6M1.46%-3,84113F-HRTimeline
TOWER BRIDGE ADVISORS121,243$11.6M1.16%-2,78513F-HRTimeline
CWM, LLCin group CWM, LLC120,424$11.5M0.03%+17,37013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…120,223$11.5M0.23%+95013F-HRTimeline
Glenview Trust Co119,839$11.4M0.18%+5,46113F-HRTimeline
BNP PARIBASin group BNP PARIBAS119,715$11.4M0.35%+10,98613F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.119,660$11.4M0.19%+115,63613F-HRTimelineGroup
Cornerstone Advisors, LLC119,400$11.4M0.38%-13,40013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC121,113$11.4M0.24%+3,24713F-HRTimeline
BAXTER BROS INC119,036$11.4M1.31%+18,03213F-HRTimeline
Boston Common Asset Management, LLC119,012$11.4M0.32%-9,01213F-HRTimeline
FIRST MERCHANTS CORP118,761$11.3M0.43%-4,66213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp118,699$11.3M0.63%-8,32713F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC118,013$11.3M0.4%+15,61213F-HRTimelineGroup
Westend Capital Management, LLC116,481$11.1M3.24%+1,99713F-HRTimeline
Baker Avenue Asset Management, LP116,229$11.1M0.27%+35213F-HRTimeline
Elo Mutual Pension Insurance Co116,139$11.1M0.18%-11,17413F-HRTimeline
ADVOCATE GROUP LLC114,736$11M1.8%-3,61913F-HRTimeline
Rathbones Group PLC114,554$10.9M0.04%-3,51413F-HRTimeline
NICHOLAS COMPANY, INC.114,467$10.9M0.19%-12,27513F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding113,399$10.8M-2,376Timeline
Andra AP-fonden112,903$10.8M0.14%+66,10013F-HRTimeline
HRT FINANCIAL LP111,843$10.7M0.04%-59,14713F-HRTimeline
Trajan Wealth LLC111,673$10.7M0.46%+25,35813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…110,926$10.6M0.15%+9,24413F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…110,463$10.5M0.1%+16,48413F-HRTimelineGroup
Argent Trust Co109,683$10.5M0.37%+4,56913F-HRTimeline
CHOREO, LLC109,503$10.5M0.14%-1,75313F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC107,601$10.3M0.66%+10,73913F-HRTimeline
OMERS ADMINISTRATION Corp107,391$10.3M0.07%-1,80013F-HRTimeline
PATTEN & PATTEN INC/TN107,001$10.2M0.6%+27713F-HRTimeline
SIG BROKERAGE, LP106,554$10.2M2.56%-92,65613F-HRTimeline
Allen Capital Group, LLC105,236$10M0.96%+6,96813F-HRTimeline
Beverly Hills Private Wealth, LLC104,505$9.98M1.76%+2,00213F-HRTimeline
Generali Asset Management SPA SGR104,264$9.95M0.21%-20,46213F-HRTimeline
Timber Creek Capital Management LLC103,728$9.9M2.39%-45313F-HRTimeline
Americana Partners, LLC102,920$9.83M0.3%+4,94213F-HRTimeline
National Philanthropic Trust101,310$9.67M0.11%+88813F-HRTimeline
Private Wealth Partners, LLC101,029$9.65M0.69%+1,69013F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO100,132$9.56M0.29%-2,98313F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.100,000$9.55M0.23%new13F-HRTimeline
AE Wealth Management LLC99,832$9.53M0.06%+56,60913F-HRTimeline
Point72 (DIFC) Ltd99,493$9.5M0.66%+45,21513F-HRTimeline
Private Advisor Group, LLC98,280$9.38M0.05%-2,53813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC98,058$9.36M0.22%-1,64413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…97,931$9.35M0.13%-34,57813F-HRTimelineGroup
Hyperion Capital Advisors LP97,880$9.34M5%-4,05613F-HRTimeline
Geneos Wealth Management Inc.97,565$9.31M0.24%-1,01913F-HRTimeline
Verition Fund Management LLC97,398$9.3M0.05%-98,13013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA97,266$9.29M0.6%-1,24313F-HRTimeline
iA Global Asset Management Inc.97,214$9.28M0.13%+16,64613F-HRTimeline
SHELTON CAPITAL MANAGEMENT97,058$9.27M0.2%-12,00013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The96,565$9.22M0.12%+2,23213F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.96,558$9.22M1.23%-3,49113F-HRTimeline
Lafayette Investments, Inc.95,948$9.16M1.75%-90113F-HRTimeline
Pinnacle Financial Partners Inc95,607$9.13M0.22%+9,24413F-HRTimeline
AMG National Trust Bank95,500$9.12M0.22%-1,48313F-HRTimeline
GREAT LAKES ADVISORS, LLC95,293$9.1M0.08%-12,98813F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS95,120$9.08M0.39%013F-HRTimeline
Concentric Capital Strategies, LP94,754$9.05M0.43%-9,09813F-HRTimeline
KCM INVESTMENT ADVISORS LLC94,206$8.99M0.29%+43013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…93,769$8.95M0.33%new13F-HRTimelineGroup
1248 Management, LLC93,729$8.95M5.05%013F-HRTimeline
Redmond Asset Management, LLC93,704$8.95M2.2%-1,94713F-HRTimeline
Waverly Advisors, LLC93,558$8.93M0.09%+2,67913F-HRTimeline
Aviance Capital Partners, LLC93,139$8.89M1.06%+82513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …92,824$8.86M0.13%-4,87213F-HRTimelineGroup
GAM Holding AGin group GAM Holding AG92,574$8.84M0.55%+2,42213F-HRTimelineGroup
M&G PLCin group M&G PLC91,474$8.69M0.05%-23,37413F-HRTimelineGroup
COUNTRY CLUB BANK88,714$8.6M0.51%-17,03813F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…89,530$8.55M0.12%013F-HRTimeline
Louisiana State Employees Retirement Sy…89,500$8.54M0.14%-60013F-HRTimeline
First National Trust Co89,224$8.52M0.29%+40,25713F-HRTimeline
Metis Global Partners, LLC88,700$8.47M0.2%-4,63613F-HRTimeline
Capital Investment Counsel, Inc88,438$8.44M1.03%-2,57513F-HRTimeline
Spectrum Financial Alliance Ltd LLC88,008$8.4M2.06%-3,32713F-HRTimeline
Gulf International Bank (UK) Ltd86,682$8.28M0.27%-1,52313F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…86,674$8.27M0.61%013F-HRTimelineGroup
Hemenway Trust Co LLC85,682$8.18M0.63%+31,41713F-HRTimeline
Maryland State Retirement & Pension Sys…85,112$8.13M0.17%+2,16113F-HRTimeline
Radnor Capital Management, LLC84,650$8.08M1.23%013F-HRTimeline
Mezzasalma Advisors, LLC84,460$8.06M2.06%-15513F-HRTimeline
WCG Wealth Advisors LLC84,096$8.03M0.5%-9,83913F-HRTimeline
Investment Management Corp of Ontario83,376$7.96M0.12%+31,90713F-HRTimeline
PRAGMA GESTAO DE PATRIMONIO LTD83,300$7.95M3.42%-11,50013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC82,404$7.87M0.21%-6,89213F-HRTimeline
NewEdge Wealth, LLC83,135$7.79M0.11%+2,46813F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding80,549$7.69M-4,198Timeline
Eisler Capital Management Ltd.83,256$7.69M0.17%-158,39313F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…80,059$7.64M0.19%-37413F-HRTimelineGroup
Resolute Capital Asset Partners LLC80,000$7.64M4%+43,59913F-HRTimeline
Vestmark Advisory Solutions, Inc.79,614$7.6M0.14%+5,34213F-HRTimeline
Central Pacific Bank - Trust Division79,586$7.6M0.92%-2,33113F-HRTimeline
FAGAN ASSOCIATES, INC.79,378$7.58M1.05%+4,54013F-HRTimeline
Wealthspire Advisors, LLC79,016$7.54M0.04%-8,92013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding78,216$7.47M+11,131Timeline
MARCO INVESTMENT MANAGEMENT LLC77,389$7.39M0.57%013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD77,187$7.37M0.23%-2,50013F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP77,074$7.36M2.3%-38813F-HRTimeline
FJ Capital Management LLC76,650$7.32M0.78%new13F-HRTimeline
PRING TURNER CAPITAL GROUP INC75,649$7.22M4.41%-4,69213F-HRTimeline
Kohmann Bosshard Financial Services, LLC75,638$7.22M0.74%-4,09913F-HRTimeline
Parkwood LLC75,532$7.21M0.7%-147,72213F-HRTimeline
Alberta Investment Management Corp75,500$7.21M0.05%+3,30013F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK73,668$7.03M0.04%+2,43113F-HRTimelineGroup
MARSHALL & SULLIVAN INC /WA/72,973$6.97M3.23%-1,06913F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…72,727$6.94M0.06%-141,74313F-HRTimelineGroup
Salvus Wealth Management, LLC72,349$6.91M3.86%-95813F-HRTimeline
Sendero Wealth Management, LLC72,300$6.9M0.81%-17,02013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC71,467$6.82M0.91%+30013F-HRTimeline
Birch Capital Management, LLC71,427$6.82M3.48%-1,72613F-HRTimeline
Gilman Hill Asset Management, LLC71,309$6.81M1.07%+1,79013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS71,006$6.78M0.14%-10,28413F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC70,956$6.77M0.53%+26813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE70,694$6.75M0.98%new13F-HRTimeline
Citizens Business Bank70,165$6.7M1.12%+1,05013F-HRTimeline
GHP Investment Advisors, Inc.70,071$6.69M0.28%+1,68113F-HRTimeline
MARK ASSET MANAGEMENT LP70,000$6.68M0.68%+60,00013F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …69,625$6.65M0.08%013F-HRTimelineGroup
LaFleur & Godfrey LLC69,220$6.61M0.8%-3,56013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,805$6.57M0.05%-8,76413F-HRTimelineGroup
PRENTISS SMITH & CO INC67,938$6.49M3.66%-1,03813F-HRTimeline
SCOTIA CAPITAL INC.67,912$6.48M0.03%-5,37613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management67,229$6.42M0.22%+8,88313F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC66,920$6.39M0.1%-25913F-HRTimeline
Orange Investment Advisors, Inc.66,812$6.38M0.66%-61613F-HRTimeline
Investment Research & Advisory Group, I…66,686$6.37M2.16%+60813F-HRTimeline
Twin Lakes Capital Management, LLC66,336$6.33M2.93%-1,34313F-HRTimeline
SYNOVUS FINANCIAL CORP65,785$6.28M0.07%+3,54513F-HRTimeline
Legal Advantage Investments, Inc.65,060$6.21M2.8%-1,60013F-HRTimeline
Oliver Luxxe Assets LLC64,930$6.2M0.98%+3,04113F-HRTimeline
Arkadios Wealth Advisors64,520$6.16M0.15%+6,73813F-HRTimeline
GROUP ONE TRADING LLC63,628$6.07M0.18%-33,41713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…63,467$6.06M0.17%-5,07913F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP63,030$6.02M0.14%+59,41413F-HRTimelineGroup