Skip to content
Disclosery

SCHW CHARLES SCHWAB CORP (THE)

Follow

COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers
2,287
13F filers
2,343
New
164
Added
988
Reduced
877
Sold out
157
Shares held by filers
1,411,597,848

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Jump Financial, LLCin group Jump Financial, LLC182,378$17.1M0.25%-241,62413F-HRTimelineGroup
DAVENPORT & Co LLC181,715$17M0.09%-17,17113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC180,936$17M0.13%+151,27713F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC179,885$16.9M0.2%-5,93113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC178,815$16.8M0.48%+3,23413F-HRTimelineGroup
Asset Advisors Investment Management, L…176,394$16.6M1.58%+3,22513F-HRTimeline
Poehling Capital Management, INC.176,250$16.6M3.49%-13113F-HRTimeline
Venturi Wealth Management, LLC174,447$16.4M0.74%+89,46113F-HRTimeline
&PARTNERS173,344$16.3M0.08%+2,20413F-HRTimeline
Cambridge Investment Research Advisors,…172,886$16.2M0.04%-3,15413F-HRTimeline
HFR Wealth Management, LLC170,266$16M3.93%-3,84113F-HRTimeline
Atria Investments, Inc169,771$16M0.18%-7,52513F-HRTimeline
Goodman Financial Corp168,066$15.8M2.71%-30,08513F-HRTimeline
Blume Capital Management, Inc.167,955$15.8M2.69%-15913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC167,247$15.7M0.09%+32,07613F-HRTimelineGroup
ASR Vermogensbeheer N.V.167,046$15.7M0.18%+2,80813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp165,619$15.6M0.3%+23,14413F-HRTimelineGroup
State of Alaska, Department of Revenue165,603$15.6M0.17%-14513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding165,441$15.5M-22,798Timeline
GAMCO Investors (Gabelli)group of 2 filers holding164,156$15.4M+89,513Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …163,843$15.4M0.04%-27,38313F-HRTimelineGroup
GenTrust, LLC163,804$15.4M0.66%-1,53313F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC159,847$15M2.72%+14213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP159,402$15M2.07%-12,40813F-HRTimeline
JACOBS & CO/CA159,083$14.9M1.48%+1,38213F-HRTimeline
Elgethun Capital Management155,576$14.6M2.42%-4,72813F-HRTimeline
Advocacy Wealth Management, LLC152,207$14.3M0.63%+44513F-HRTimeline
Allen Mooney & Barnes Investment Adviso…150,785$14.2M2.04%+2,68113F-HRTimeline
BAXTER BROS INC150,771$14.2M1.75%+12,34213F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.150,470$14.1M2.27%+5,96013F-HRTimelineGroup
Trajan Wealth LLC150,463$14.1M0.57%+22,35913F-HRTimeline
Great Lakes Retirement, Inc.149,225$14M1.45%+63513F-HRTimeline
MAI Capital Management148,811$14M0.08%+7,76213F-HRTimeline
WINSLOW ASSET MANAGEMENT INC148,074$13.9M2.7%-5,31013F-HRTimeline
1832 Asset Management L.P.147,659$13.9M0.02%+2,89913F-HRTimeline
Snowden Capital Advisors LLC147,494$13.9M0.37%-8,38013F-HRTimeline
1248 Management, LLC146,266$13.7M6.37%+52,53713F-HRTimeline
Think Investments LP146,000$13.7M1.85%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…145,710$13.7M0.08%+2,51013F-HRTimelineGroup
Munich Reinsurance Co Stock Corp in Mun…145,410$13.7M0.34%+42,24713F-HRTimeline
BANQUE PICTET & CIE SA145,251$13.7M0.16%+2,52013F-HRTimeline
Modera Wealth Management, LLC144,955$13.6M0.16%-1,52413F-HRTimeline
Van Cleef Asset Management,Inc144,834$13.6M1.47%-17913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding141,252$13.3M+897Timeline
Financial Avengers, Inc.140,399$13.2M6.02%-5,95513F-HRTimeline
Curi Capital, LLC138,775$13M0.23%+14913F-HRTimeline
HANCOCK WHITNEY CORP141,322$13M0.23%+113,14413F-HRTimeline
Horizon Investments, LLC137,960$12.9M0.14%+40,09313F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS137,274$12.9M0.17%+9,88213F-HRTimelineGroup
CONNORS INVESTOR SERVICES INC136,726$12.8M1.19%-25,20013F-HRTimeline
Cornerstone Capital, Inc.136,180$12.8M1.28%+1,79713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…135,480$12.7M0.02%-434,17213F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …135,408$12.7M0.19%+39,72113F-HRTimelineGroup
McGuire Investment Group, LLC133,609$12.6M1.42%+18313F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…133,461$12.5M0.1%013F-HRTimeline
Avanza Fonder AB133,459$12.5M0.35%-1,67513F-HRTimeline
Crestwood Advisors Group, LLC133,394$12.5M0.21%+5,56113F-HRTimeline
ExodusPoint Capital Management, LP132,977$12.5M0.12%-159,21413F-HRTimeline
Mesirow Financial Investment Management…132,632$12.5M0.2%+14,99313F-HRTimeline
PARTHENON LLC131,490$12.4M1.41%-2,33013F-HRTimeline
Advisors Capital Management, LLC131,273$12.3M0.14%+2,19113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.131,083$12.3M1.5%+1,24413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP131,075$12.3M0.13%+91013F-HRTimelineGroup
Orion Porfolio Solutions, LLC130,739$12.3M0.1%-25,61013F-HRTimeline
Gulf International Bank (UK) Ltd130,654$12.3M0.27%+43,75813F-HRTimeline
Oak Harvest Investment Services129,941$12.2M1.27%+72,55413F-HRTimeline
NewEdge Advisors, LLC129,834$12.2M0.04%+6,45513F-HR/ATimeline
Investment Management Corp of Ontario129,567$12.2M0.16%-21,65913F-HRTimeline
OMERS ADMINISTRATION Corp129,265$12.1M0.08%+20,76013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC128,789$12.1M0.42%+3,76213F-HRTimelineGroup
Waverly Advisors, LLC127,577$12M0.09%+37,65813F-HRTimeline
UniSuper Management Pty Ltd127,439$12M0.08%+1,22213F-HRTimeline
Baker Avenue Asset Management, LP126,628$11.9M0.27%+4,98113F-HRTimeline
Ironwood Investment Counsel, LLC126,598$11.9M1.71%-1,12013F-HRTimeline
Hanson & Doremus Investment Management126,584$11.9M1.37%+6,99913F-HRTimeline
Silicon Valley Capital Partners125,968$11.8M1.16%+125,87513F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC125,000$11.7M2.32%013F-HRTimeline
TOWER BRIDGE ADVISORS123,790$11.6M1.12%+4,50513F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP123,360$11.6M0.42%-379,20013F-HRTimeline
MOTCO123,302$11.6M1.07%+31213F-HRTimeline
FIRST MERCHANTS CORP123,245$11.6M0.44%+3,46613F-HRTimeline
Clarkston Capital Partners, LLC122,357$11.5M0.88%-554,20013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC123,472$11.5M0.24%+5,68713F-HRTimeline
Westbourne Investment Advisors, Inc.121,951$11.5M3.34%-7213F-HRTimeline
Glenview Trust Co120,550$11.3M0.18%-1,82113F-HRTimeline
Westend Capital Management, LLC120,330$11.3M3.39%+2,66113F-HRTimeline
M&G PLCin group M&G PLC120,181$11.3M0.06%+22,57513F-HRTimelineGroup
CWM, LLCin group CWM, LLC119,975$11.3M0.03%-9,77413F-HRTimelineGroup
Beverly Hills Private Wealth, LLC117,357$11M1.84%+7,97113F-HRTimeline
Empirical Financial Services, LLC d.b.a…116,301$10.9M0.19%-3,23413F-HRTimeline
BURNEY CO/116,065$10.9M0.34%-64,42213F-HRTimeline
Argent Trust Co115,972$10.9M0.37%+3,30913F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.115,491$10.9M0.1%-429,81213F-HRTimeline
NICHOLAS COMPANY, INC.114,467$10.8M0.21%013F-HRTimeline
Manchester Global Management (UK) Ltd113,000$10.6M1.42%new13F-HRTimeline
Perigon Wealth Management, LLC112,719$10.6M0.19%-40,47313F-HRTimeline
Allen Capital Group, LLC112,611$10.6M0.95%+4,27613F-HRTimeline
Osmosis Investment Management UK Ltd112,363$10.6M0.28%+1,41713F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding110,884$10.4M-5,166Timeline
First National Trust Co110,042$10.3M0.35%+16,34913F-HRTimeline
iA Global Asset Management Inc.109,663$10.3M0.15%+3,63013F-HRTimeline
PATTEN & PATTEN INC/TN109,488$10.3M0.62%+3,05213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…108,408$10.2M0.14%+1,50013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.108,340$10.2M0.11%+5,96813F-HRTimeline
SIG BROKERAGE, LP107,623$10.1M2.86%-6,03513F-HRTimeline
Timber Creek Capital Management LLC105,745$9.94M2.41%+1,89713F-HRTimeline
MidFirst Bank105,436$9.91M0.82%-3,23213F-HRTimeline
SHELTON CAPITAL MANAGEMENT105,058$9.87M0.22%-27,50013F-HRTimeline
Private Advisor Group, LLC105,033$9.87M0.05%+4,01713F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding104,534$9.82M-113,235Timeline
CHOREO, LLC103,986$9.77M0.12%-53813F-HRTimeline
Generali Asset Management SPA SGR103,937$9.77M0.2%-19,02113F-HRTimeline
Illinois Municipal Retirement Fund103,657$9.74M0.12%+29,26013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC103,545$9.73M0.21%-9,54813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.102,917$9.67M1.25%+6,75613F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…102,422$9.63M0.6%+4,14413F-HRTimelineGroup
GCM Grosvenor Holdings, LLCin group GCM Grosvenor Holdings, LLC101,819$9.57M1.06%-37,52613F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The100,995$9.49M0.11%+12513F-HRTimelineGroup
Rathbones Group PLC100,800$9.47M0.04%-9,15913F-HR/ATimeline
AMG National Trust Bank100,178$9.41M0.2%+4,15613F-HRTimeline
Skylands Capital, LLC99,650$9.37M1.23%+52,65013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.99,484$9.35M1.23%+25,00513F-HRTimeline
ADVOCATE GROUP LLC98,273$9.24M1.44%-2,57413F-HRTimeline
Dana Investment Advisors, Inc.97,373$9.15M0.27%+37,24213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp97,251$9.14M0.51%-19,49913F-HRTimelineGroup
Geneos Wealth Management Inc.96,468$9.07M0.21%-4,88413F-HRTimeline
Aptus Capital Advisors, LLC96,426$9.06M0.08%+80,23913F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS96,292$9.05M0.15%+1,17213F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO95,555$8.98M0.28%-1,14013F-HRTimeline
Lafayette Investments, Inc.94,860$8.91M1.81%-82413F-HRTimeline
GREAT LAKES ADVISORS, LLC94,698$8.9M0.07%+1,46113F-HRTimeline
KCM INVESTMENT ADVISORS LLC93,343$8.77M0.29%+3513F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA92,960$8.74M0.63%-2,16913F-HRTimeline
Aviance Capital Partners, LLC91,711$8.62M1.01%-1,31013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC91,275$8.58M3.09%+10,93013F-HRTimeline
VectorGlobal IAG, Inc.90,990$8.55M2.22%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding90,718$8.53M+7,230Timeline
IMC-Chicago, LLC90,663$8.52M0.13%-47,46713F-HRTimeline
Patriot Financial Group Insurance Agenc…89,498$8.41M0.47%+47,28113F-HRTimeline
Mezzasalma Advisors, LLC88,567$8.32M2.13%+2,61913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK87,517$8.22M0.04%+15,22613F-HRTimelineGroup
Cinctive Capital Management LP87,113$8.19M0.54%+47,76713F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…86,674$8.15M0.55%013F-HRTimelineGroup
Redmond Asset Management, LLC85,184$8.01M2.19%-6,61313F-HRTimeline
Louisiana State Employees Retirement Sy…85,100$8M0.14%-20013F-HRTimeline
Resolute Capital Asset Partners LLC85,000$7.99M4.2%+30,00013F-HRTimeline
Maryland State Retirement & Pension Sys…84,327$7.93M0.16%-78513F-HRTimeline
GHP Investment Advisors, Inc.83,968$7.89M0.32%+10,27813F-HRTimeline
Pacer Advisors, Inc.83,634$7.86M0.02%-47,39013F-HR/ATimeline
FAGAN ASSOCIATES, INC.83,546$7.85M1.09%+1,75513F-HRTimeline
Radnor Capital Management, LLC83,010$7.8M1.15%-4013F-HRTimeline
Capital Investment Counsel, Inc82,954$7.8M0.96%-3,31013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…82,775$7.78M0.08%-8,42413F-HRTimelineGroup
Spectrum Financial Alliance Ltd LLC82,419$7.75M1.49%-1,76413F-HRTimeline
MGO ONE SEVEN LLC81,840$7.69M0.15%-1,51413F-HRTimeline
NewEdge Wealth, LLC81,450$7.65M0.09%-22,03913F-HRTimeline
Caprock Group, LLC80,287$7.55M0.18%+4,64213F-HRTimeline
PRING TURNER CAPITAL GROUP INC74,825$7.48M4.5%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS79,488$7.47M0.24%-42,90113F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD78,687$7.39M0.23%013F-HRTimeline
Formuepleje A/S78,420$7.37M0.67%new13F-HRTimeline
Southeast Asset Advisors, LLC77,338$7.27M0.8%+28,34413F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC76,689$7.21M0.54%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC75,541$7.1M0.52%+5,24313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.71,640$7.07M0.05%+6,65713F-HRTimelineGroup
Gilman Hill Asset Management, LLC74,348$6.99M1.05%-1,49513F-HRTimeline
Merit Financial Group, LLC73,284$6.89M0.05%+4,17213F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…73,134$6.87M0.2%-3,22513F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC72,734$6.84M0.67%+1,74613F-HR/ATimeline
KAVAR CAPITAL PARTNERS GROUP, LLC72,438$6.81M0.85%+1,18913F-HRTimeline
Boston Common Asset Management, LLC72,293$6.79M0.44%-76113F-HRTimeline
Metis Global Partners, LLC71,786$6.75M0.17%-8,20413F-HRTimeline
WRIGHT INVESTORS SERVICE INC71,784$6.75M2.12%+10,70913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salvus Wealth Management, LLC71,681$6.74M3.92%-1,36013F-HRTimeline
Farther Finance Advisors, LLC72,937$6.74M0.06%+9,55313F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding140,709$6.71M-11,356Timeline
CLOVERFIELDS CAPITAL GROUP, LP71,095$6.68M2.16%-3,30013F-HRTimeline
Birch Capital Management, LLC70,633$6.64M3.48%+89213F-HRTimeline
Central Pacific Bank - Trust Division70,187$6.6M0.84%-36613F-HRTimeline
Advisory Resource Group69,997$6.58M1.13%new13F-HRTimeline
Citizens Business Bank69,920$6.57M1.08%-1,17113F-HRTimeline
Americana Partners, LLC69,569$6.54M0.17%-45,53713F-HRTimeline
MARK ASSET MANAGEMENT LP69,446$6.53M0.87%-6,34913F-HRTimeline
Badgley Phelps Wealth Managers, LLC69,055$6.49M0.13%-69,56913F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP68,857$6.47M0.2%new13F-HRTimelineGroup
Elo Mutual Pension Insurance Co68,233$6.41M0.11%-51213F-HRTimeline
Arkadios Wealth Advisors68,094$6.4M0.11%-7013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS68,000$6.39M0.29%-30313F-HRTimeline
LaFleur & Godfrey LLC67,912$6.38M0.79%+4,68013F-HRTimeline
Krilogy Financial LLC68,740$6.37M0.21%+14,05013F-HRTimeline
PRENTISS SMITH & CO INC67,628$6.36M3.69%-1413F-HRTimeline
Sendero Wealth Management, LLC67,313$6.33M0.7%+1,65113F-HRTimeline
Pacific Capital Partners Ltd67,044$6.3M6.22%+36,37413F-HRTimeline
Investment Research & Advisory Group, I…66,924$6.3M2.2%+82213F-HRTimeline
CONDOR CAPITAL MANAGEMENT66,752$6.27M0.52%+8,33713F-HRTimeline
Legal Advantage Investments, Inc.66,660$6.26M3.24%+3,10013F-HRTimeline
Twin Lakes Capital Management, LLC65,706$6.18M2.81%-77013F-HRTimeline
GAM Holding AGin group GAM Holding AG65,412$6.15M0.54%-21,79813F-HRTimelineGroup
SCOTIA CAPITAL INC.64,420$6.05M0.02%-4,91913F-HRTimeline
Voleon Capital Management LP64,383$6.05M0.13%-109,30213F-HRTimeline