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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,285 managers (2,334 13F filers) reported a position in SCHW shares at 2025-12-31, 1,456,288,068 shares in all. 149 filers opened a position and 96 filers sold out during the quarter.

Managers
2,285
13F filers
2,334
New
149
Added
945
Reduced
831
Sold out
96
Shares held by filers
1,456,288,068

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TCTC Holdings, LLCin group TCTC Holdings, LLC175,581$17.5M0.52%-19413F-HRTimelineGroup
LBP AM SA174,974$17.5M0.2%+8,22213F-HRTimeline
HFR Wealth Management, LLC174,107$17.4M4.11%-60813F-HRTimeline
Voleon Capital Management LP173,685$17.4M0.37%-151,59613F-HRTimeline
Asset Advisors Investment Management, L…173,169$17.3M1.6%+3,60713F-HRTimeline
Wealthfront Advisers LLC172,371$17.2M0.04%-11,85013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP171,810$17.2M2.33%-7,21313F-HRTimeline
&PARTNERS171,140$17M0.09%+13,21413F-HRTimeline
Evercore Wealth Management, LLC169,676$17M0.25%-5213F-HRTimeline
Blume Capital Management, Inc.168,114$16.8M3.09%-27013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding167,076$16.7M-10,291Timeline
State of Alaska, Department of Revenue165,748$16.6M0.18%-17,61013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …165,604$16.5M0.13%13F-HR/ATimelineGroup
GenTrust, LLC165,337$16.5M0.72%-9013F-HRTimeline
ASR Vermogensbeheer N.V.164,238$16.4M0.19%-1,17113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC163,983$16.4M0.07%+13,38413F-HRTimelineGroup
CONNORS INVESTOR SERVICES INC161,926$16.2M1.39%-34513F-HRTimeline
Parallax Volatility Advisers, L.P.160,692$16.1M0.5%+11,34413F-HRTimeline
Elgethun Capital Management160,304$16M2.77%+93113F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC159,705$16M2.69%+1,04013F-HRTimeline
JACOBS & CO/CA157,701$15.8M1.49%-1,58413F-HRTimeline
Orion Porfolio Solutions, LLC156,349$15.6M0.11%-4,76713F-HRTimeline
Snowden Capital Advisors LLC155,874$15.6M0.4%+1,26713F-HRTimeline
CX Institutional154,857$15.5M0.46%+7,49313F-HRTimeline
WINSLOW ASSET MANAGEMENT INC153,384$15.3M2.83%-74813F-HRTimeline
Perigon Wealth Management, LLC153,192$15.3M0.27%-2613F-HRTimeline
PBU - The Pension Fund of Early Childho…152,845$15.3M0.22%13F-HR/ATimeline
Kentucky Retirement Systemsgroup of 2 filers holding152,065$15.2M0Timeline
Advocacy Wealth Management, LLC151,762$15.2M0.63%-3,37313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.151,730$15.2M0.12%-92,57713F-HRTimelineGroup
Investment Management Corp of Ontario151,226$15.1M0.2%+67,85013F-HRTimeline
Sienna Gestion150,637$15.1M0.9%+17,04013F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.148,984$14.9M1.78%-12,27413F-HRTimeline
Great Lakes Retirement, Inc.148,590$14.8M1.54%+1,60013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…148,104$14.8M2.23%+2,17613F-HRTimeline
Modera Wealth Management, LLC146,479$14.6M0.17%-2,76613F-HRTimeline
Financial Avengers, Inc.146,354$14.6M5.99%-2,82813F-HR/ATimeline
Advaya LLP145,300$14.5M9.48%13F-HRTimeline
Van Cleef Asset Management,Inc145,013$14.5M1.47%-46613F-HRTimeline
1832 Asset Management L.P.144,760$14.5M0.02%+2,54913F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.144,510$14.4M2.4%+4,82213F-HRTimelineGroup
Beacon Pointe Advisors, LLC144,038$14.4M0.1%-89113F-HRTimeline
Entropy Technologies, LP143,912$14.4M0.78%+111,80213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…143,200$14.3M0.09%+19,59313F-HRTimelineGroup
Polar Asset Management Partners Inc.142,800$14.3M0.28%new13F-HRTimeline
BANQUE PICTET & CIE SA142,731$14.3M0.14%+19813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp142,475$14.2M0.27%-8,79213F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd141,193$14.1M0.21%+124,16913F-HRTimelineGroup
MAI Capital Management141,049$14.1M0.08%+7,62113F-HRTimeline
Stony Point Capital LLC140,449$14M1.03%+3,52013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding140,355$14M+9,441Timeline
GCM Grosvenor Holdings, LLCin group GCM Grosvenor Holdings, LLC139,345$13.9M1.98%-3,91113F-HRTimelineGroup
Curi Capital, LLC138,626$13.9M0.24%-32,65113F-HRTimeline
Badgley Phelps Wealth Managers, LLC138,624$13.8M0.25%+130,64513F-HRTimeline
BAXTER BROS INC138,429$13.8M1.6%+19,39313F-HRTimeline
IMC-Chicago, LLC138,130$13.8M0.24%+117,90613F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC135,171$13.5M0.11%-3,52613F-HRTimelineGroup
Avanza Fonder AB135,134$13.5M0.34%+7,59213F-HRTimeline
Hemenway Trust Co LLC134,658$13.5M1.03%+48,97613F-HRTimeline
Cornerstone Capital, Inc.134,383$13.4M1.32%+15513F-HRTimeline
PARTHENON LLC133,820$13.4M1.44%-2,06813F-HRTimeline
HUB Investment Partners, LLC133,499$13.3M0.36%-12,12613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…133,461$13.3M0.1%013F-HRTimeline
McGuire Investment Group, LLC133,426$13.3M1.42%+87913F-HRTimeline
Engineers Gate Manager LP132,934$13.3M0.16%+5,09613F-HRTimeline
SHELTON CAPITAL MANAGEMENT132,558$13.2M0.26%+35,50013F-HRTimeline
Pacer Advisors, Inc.131,024$13.1M0.03%-6,41713F-HR/ATimeline
ALLSTATE CORPin group ALLSTATE CORP130,165$13M0.18%+67,13513F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.129,839$13M1.58%+31813F-HRTimeline
CWM, LLCin group CWM, LLC129,749$13M0.04%+9,32513F-HRTimelineGroup
Advisors Capital Management, LLC129,082$12.9M0.15%-2,48313F-HRTimeline
Trajan Wealth LLC128,104$12.8M0.53%+16,43113F-HRTimeline
Crestwood Advisors Group, LLC127,833$12.8M0.21%-4,27713F-HRTimeline
Ironwood Investment Counsel, LLC127,718$12.8M1.78%-4,31513F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS127,392$12.7M0.19%+56,38613F-HRTimelineGroup
UniSuper Management Pty Ltd126,217$12.6M0.08%-1,80113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC125,027$12.5M0.43%+7,01413F-HRTimelineGroup
BRIGHT ROCK CAPITAL MANAGEMENT, LLC125,000$12.5M2.46%013F-HRTimeline
NewEdge Advisors, LLC123,379$12.3M0.04%-31,71613F-HRTimeline
MOTCO122,990$12.3M1.11%-20413F-HRTimeline
Generali Asset Management SPA SGR122,958$12.3M0.25%+18,69413F-HRTimeline
BNP PARIBASin group BNP PARIBAS122,389$12.2M0.35%+2,67413F-HRTimelineGroup
Glenview Trust Co122,371$12.2M0.19%+2,53213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC117,785$12.2M0.25%-3,32813F-HRTimeline
Westbourne Investment Advisors, Inc.122,023$12.2M3.36%-3013F-HRTimeline
Baker Avenue Asset Management, LP121,647$12.2M0.28%+5,41813F-HRTimeline
FIRST MERCHANTS CORP119,779$12M0.44%+1,01813F-HRTimeline
Hanson & Doremus Investment Management119,585$11.9M1.44%-1,81213F-HRTimeline
Empirical Financial Services, LLC d.b.a…119,535$11.9M0.21%-68813F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC119,441$11.9M0.05%-1,144,73513F-HRTimeline
Cornerstone Advisors, LLC119,400$11.9M0.4%013F-HRTimeline
TOWER BRIDGE ADVISORS119,285$11.9M1.2%-1,95813F-HRTimeline
Westend Capital Management, LLC117,669$11.8M3.29%+1,18813F-HRTimeline
Mesirow Financial Investment Management…117,639$11.8M0.24%-20,48013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp116,750$11.7M0.62%-1,94913F-HRTimelineGroup
Meiji Yasuda Life Insurance Cogroup of 2 filers holding116,050$11.6M+2,651Timeline
Americana Partners, LLC115,106$11.5M0.32%+12,18613F-HRTimeline
NICHOLAS COMPANY, INC.114,467$11.4M0.2%013F-HRTimeline
SIG BROKERAGE, LP113,658$11.4M3.82%+7,10413F-HRTimeline
Concentric Capital Strategies, LP113,500$11.3M0.59%+18,74613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC113,093$11.3M0.25%+15,03513F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding121,622$11.3M-140,247Timeline
Argent Trust Co112,663$11.3M0.39%+2,98013F-HRTimeline
Lakehouse Capital Pty Ltd111,818$11.2M8.06%-44,64913F-HRTimeline
Osmosis Investment Management UK Ltd110,946$11.1M0.28%13F-HRTimeline
Abacus FCF Advisors LLC110,770$11.1M1.45%new13F-HRTimeline
Boussard & Gavaudan Investment Manageme…110,000$11.1M0.85%new13F-HRTimeline
Rathbones Group PLC109,959$11M0.04%-4,59513F-HR/ATimeline
Beverly Hills Private Wealth, LLC109,386$10.9M1.87%+4,88113F-HR/ATimeline
MidFirst Bank108,668$10.9M0.86%13F-HRTimeline
OMERS ADMINISTRATION Corp108,505$10.8M0.08%+1,11413F-HRTimeline
Allen Capital Group, LLC108,335$10.8M1%+3,09913F-HRTimeline
Verition Fund Management LLC108,217$10.8M0.06%+10,81913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…106,908$10.7M0.14%-4,01813F-HRTimelineGroup
PATTEN & PATTEN INC/TN106,436$10.6M0.62%-56513F-HRTimeline
Private Wealth Partners, LLC106,419$10.6M0.75%+5,39013F-HRTimeline
iA Global Asset Management Inc.106,033$10.6M0.14%+8,81913F-HRTimeline
CHOREO, LLC104,524$10.5M0.13%-4,97913F-HRTimeline
Timber Creek Capital Management LLC103,848$10.4M2.41%+12013F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…103,163$10.4M0.25%+101,39313F-HRTimeline
NewEdge Wealth, LLC103,489$10.3M0.12%+20,35413F-HRTimeline
Vestmark Advisory Solutions, Inc.102,372$10.2M0.14%+22,75813F-HRTimeline
Geneos Wealth Management Inc.101,352$10.1M0.25%+3,78713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP101,332$10.1M0.01%+47,75013F-HRTimelineGroup
Private Advisor Group, LLC101,016$10.1M0.05%+2,73613F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The100,870$10.1M0.12%+4,30513F-HRTimelineGroup
ADVOCATE GROUP LLC100,847$10.1M1.63%-13,88913F-HRTimeline
Quinn Opportunity Partners LLC99,000$9.89M0.43%new13F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…98,278$9.82M0.58%+4,50913F-HRTimelineGroup
Hyperion Capital Advisors LP97,880$9.78M4.79%013F-HRTimeline
Horizon Investments, LLC97,867$9.78M0.12%-57,89513F-HRTimeline
M&G PLCin group M&G PLC97,606$9.76M0.05%+6,13213F-HRTimelineGroup
HARTFORD INVESTMENT MANAGEMENT CO96,695$9.66M0.29%-3,43713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.96,161$9.61M1.2%-39713F-HRTimeline
AMG National Trust Bank96,022$9.59M0.23%+52213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …95,687$9.56M0.14%+2,86313F-HRTimelineGroup
Lafayette Investments, Inc.95,684$9.56M1.81%-26413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA95,129$9.5M0.61%-2,13713F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS95,120$9.5M0.22%013F-HRTimeline
1248 Management, LLC93,729$9.36M5.01%013F-HRTimeline
First National Trust Co93,693$9.36M0.31%+4,46913F-HRTimeline
KCM INVESTMENT ADVISORS LLC93,308$9.32M0.3%-89813F-HRTimeline
GREAT LAKES ADVISORS, LLC93,237$9.32M0.08%-2,05613F-HRTimeline
Aviance Capital Partners, LLC93,021$9.29M1.07%-11813F-HRTimeline
Redmond Asset Management, LLC91,797$9.17M2.34%-1,90713F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…91,199$9.11M0.08%-19,26413F-HRTimelineGroup
Waverly Advisors, LLC89,919$8.98M0.07%-3,63913F-HRTimeline
PINEBRIDGE INVESTMENTS LLC87,537$8.75M0.06%13F-HR/ATimeline
Mezzasalma Advisors, LLC85,948$8.73M2.1%+1,48813F-HRTimeline
GAM Holding AGin group GAM Holding AG87,210$8.71M0.56%-5,36413F-HRTimelineGroup
Gulf International Bank (UK) Ltd86,896$8.68M0.28%+21413F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…86,674$8.66M0.6%013F-HRTimelineGroup
Capital Investment Counsel, Inc86,264$8.62M1.01%-2,17413F-HRTimeline
Permanens Capital L.P.85,461$8.54M1.11%+22,87413F-HRTimeline
Louisiana State Employees Retirement Sy…85,300$8.52M0.15%-4,20013F-HRTimeline
Maryland State Retirement & Pension Sys…85,112$8.5M0.18%013F-HRTimeline
Venturi Wealth Management, LLC84,986$8.49M0.38%+81,26813F-HRTimeline
Spectrum Financial Alliance Ltd LLC84,183$8.41M1.66%-3,82513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding83,488$8.34M+5,272Timeline
MGO ONE SEVEN LLC83,354$8.33M0.17%+28,72113F-HRTimeline
Radnor Capital Management, LLC83,050$8.3M1.23%-1,60013F-HRTimeline
National Philanthropic Trust82,389$8.23M0.08%-18,92113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…81,840$8.18M0.2%+18,37313F-HRTimelineGroup
FAGAN ASSOCIATES, INC.81,791$8.17M1.09%+2,41313F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…80,879$8.08M0.27%+40,53913F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC80,345$8.03M3.02%new13F-HRTimeline
Metis Global Partners, LLC79,990$7.99M0.19%-8,71013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD78,687$7.86M0.23%+1,50013F-HRTimeline
Aquatic Capital Management LLC77,050$7.7M0.22%-224,67013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC76,689$7.66M0.58%-70013F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…76,359$7.63M0.2%-3,70013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Gilman Hill Asset Management, LLC75,843$7.58M1.19%+4,53413F-HRTimeline
MARK ASSET MANAGEMENT LP75,795$7.57M0.85%+5,79513F-HRTimeline
Caprock Group, LLC75,645$7.56M0.16%+23,70813F-HRTimeline
Integrated Advisors Network LLC74,898$7.48M0.33%+26,42713F-HRTimeline
PRING TURNER CAPITAL GROUP INC74,825$7.48M4.63%-82413F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.74,479$7.46M0.97%+49,55613F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding74,643$7.46M-5,906Timeline
Alberta Investment Management Corp74,600$7.45M0.04%-90013F-HR/ATimeline
Illinois Municipal Retirement Fund74,397$7.43M0.09%+19,36313F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP74,395$7.43M2.3%-2,67913F-HRTimeline
GHP Investment Advisors, Inc.73,690$7.36M0.3%+3,61913F-HRTimeline
Boston Common Asset Management, LLC73,054$7.3M0.44%-45,95813F-HR/ATimeline
Salvus Wealth Management, LLC73,041$7.3M4.08%+69213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK72,291$7.22M0.04%-1,37713F-HRTimelineGroup
Headlands Technologies LLC71,931$7.19M0.6%+16,45513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC71,249$7.12M0.98%-21813F-HRTimeline
Citizens Business Bank71,091$7.1M1.17%+92613F-HRTimeline
Kohmann Bosshard Financial Services, LLC70,988$7.09M0.63%-4,65013F-HRTimeline
Central Pacific Bank - Trust Division70,553$7.05M0.86%-9,03313F-HRTimeline
AE Wealth Management LLC70,449$7.04M0.04%-29,38313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC70,298$7.02M0.52%-65813F-HRTimeline
Birch Capital Management, LLC69,741$6.97M3.48%-1,68613F-HRTimeline
SCOTIA CAPITAL INC.69,339$6.93M0.03%+1,42713F-HRTimeline
Merit Financial Group, LLC69,112$6.91M0.06%+11,25213F-HRTimeline
Elo Mutual Pension Insurance Co68,745$6.87M0.11%-47,39413F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS68,303$6.82M0.3%+4,01213F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…68,224$6.82M0.14%new13F-HRTimelineGroup
Arkadios Wealth Advisors68,164$6.81M0.14%+3,64413F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC68,124$6.8M0.01%+41,56713F-HRTimelineGroup