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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,268 managers (2,321 13F filers) reported a position in SCHW shares at 2026-06-30, 1,440,941,526 shares in all. 148 filers opened a position and 160 filers sold out during the quarter.

Managers
2,268
13F filers
2,321
New
148
Added
907
Reduced
964
Sold out
160
Shares held by filers
1,440,941,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Raiffeisen Bank International AGin group Raiffeisen Bank International…63,127$5.72M0.07%+31,44213F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…61,797$5.7M0.11%-1,28013F-HRTimelineGroup
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.60,771$5.61M2.92%+4,95213F-HRTimeline
LINCOLN CAPITAL CORP59,949$5.53M1.8%-12713F-HRTimeline
Graham Capital Management, L.P.59,890$5.53M0.15%+1,25513F-HRTimeline
GAM Holding AGin group GAM Holding AG59,343$5.48M0.42%-6,06913F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.59,309$5.47M0.17%013F-HRTimelineGroup
BLI - Banque de Luxembourg Investments60,000$5.44M0.19%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC58,932$5.44M0.1%-3,04613F-HRTimeline
PEAK6 LLCin group PEAK6 LLC58,780$5.42M0.13%new13F-HRTimelineGroup
COMMERZBANK AKTIENGESELLSCHAFT /FI58,614$5.41M0.11%-2,45713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.58,184$5.37M0.11%+25113F-HRTimelineGroup
William Allan Corp57,834$5.34M2.61%-46613F-HRTimeline
Kingsview Wealth Management, LLC57,815$5.33M0.06%+51,15413F-HRTimeline
OneDigital Investment Advisors LLC57,720$5.33M0.04%+9,67813F-HRTimeline
Hennion & Walsh Asset Management, Inc.57,465$5.3M0.15%+1,44113F-HRTimeline
Lincoln Capital LLC57,109$5.27M0.94%-1,04913F-HRTimeline
Osmosis Investment Management UK Ltd57,016$5.26M0.24%-55,34713F-HRTimeline
Delaney Dennis R56,825$5.24M1.67%+6,68513F-HRTimeline
FIRST AMERICAN BANK56,704$5.23M0.29%+6113F-HRTimeline
Perkins Coie Trust Co56,704$5.23M0.87%-1,00913F-HRTimeline
PITTENGER & ANDERSON INC56,604$5.22M0.19%-3,08513F-HRTimeline
SOMERVILLE KURT F56,560$5.22M1.25%+3,04613F-HRTimeline
ALGERT GLOBAL LLC55,892$5.16M0.06%-27913F-HRTimeline
GAMMA Investing LLC55,827$5.15M0.19%+9,49613F-HRTimeline
Provident Investment Management, Inc.55,700$5.14M0.5%-454,79313F-HRTimeline
PUZO MICHAEL J55,627$5.13M1.32%+6,07013F-HRTimeline
Y-Intercept (Hong Kong) Ltd55,437$5.12M0.1%+40,14013F-HRTimeline
Harrington Investments, INC55,368$5.11M2.47%-1,38713F-HRTimeline
Red Spruce Capital, LLC55,267$5.1M1.78%+12,48413F-HRTimeline
Badgley Phelps Wealth Managers, LLC54,238$5M0.09%-14,81713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,020$4.98M0.03%-17,62013F-HRTimelineGroup
LANARK FINANCIAL, INC.54,015$4.98M0.34%+69113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management53,915$4.97M0.05%+2,20213F-HRTimelineGroup
Orange Investment Advisors, Inc.53,830$4.97M0.6%+3,28513F-HRTimeline
HB Wealth Management, LLC53,661$4.95M0.03%-10,67013F-HRTimeline
Leelyn Smith, LLC53,425$4.93M0.6%+2,08613F-HRTimeline
Stenger Family Office, LLC52,772$4.87M0.77%+19,98213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC52,332$4.83M0.12%+1,83813F-HRTimeline
Intrinsic Value Partners, LLC52,280$4.82M3.3%-9013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP52,214$4.82M0.31%new13F-HRTimeline
Independent Advisor Alliance52,052$4.8M0.11%+1,92313F-HRTimeline
Allworth Financial LP51,751$4.78M0.02%+72713F-HRTimeline
BAILARD, INC.51,322$4.74M0.1%-1,57513F-HRTimeline
Prospera Financial Services Inc51,294$4.73M0.07%+84513F-HRTimeline
Empirical Finance, LLC51,146$4.72M0.2%+2,00913F-HRTimeline
RNC CAPITAL MANAGEMENT LLC50,724$4.68M0.19%+11413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…50,667$4.68M0.06%-57,74113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…50,459$4.66M0.02%-2,57613F-HRTimelineGroup
Coppell Advisory Solutions LLC82,321$4.65M0.5%new13F-HRTimeline
Arini Capital Management Ltd50,000$4.61M0.47%new13F-HR/ATimeline
Vise Technologies, Inc.49,754$4.59M0.05%+18,67113F-HRTimeline
GREENLEAF TRUST49,653$4.58M0.04%-65313F-HRTimeline
Clean Yield Group49,314$4.55M1.13%+2,04313F-HRTimeline
Patriot Financial Group Insurance Agenc…48,934$4.52M0.46%-40,56413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC46,455$4.5M0.14%-2,15813F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC44,613$4.5M0.56%-4,09713F-HRTimeline
Hixon Zuercher, LLC48,603$4.48M1.32%-28213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC48,221$4.45M0.1%-2,27613F-HRTimelineGroup
Strategic Global Advisors, LLC48,208$4.45M0.63%+1,65013F-HRTimeline
North Dakota State Investment Board48,181$4.45M0.18%-1,27213F-HRTimeline
Victrix Investment Advisors48,070$4.44M1.86%+2,80713F-HRTimeline
Hunter Perkins Capital Management, LLC47,856$4.42M0.99%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC43,441$4.41M0.16%-1,87213F-HRTimeline
Florida Trust Wealth Management Co47,751$4.41M0.11%-1,63013F-HRTimeline
Lombard Odier Asset Management (Switzer…47,634$4.4M0.14%-70013F-HRTimeline
Secure Asset Management, LLC47,530$4.39M0.62%+4,54413F-HRTimeline
Malaga Cove Capital, LLC47,451$4.38M1.39%-52513F-HRTimeline
SGL Investment Advisors, Inc.40,332$4.36M1.5%+96813F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV46,778$4.32M1.82%-27013F-HRTimeline
Rossmore Private Capital46,454$4.29M0.35%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC46,425$4.28M1.97%+1,08013F-HRTimeline
SAM Advisors, LLC46,059$4.25M1.16%+1,38813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK45,955$4.24M0.02%+1,12613F-HRTimelineGroup
Main Street Research LLC45,887$4.23M0.2%-47313F-HRTimeline
DLK Investment Management, LLC57,186$4.21M1.79%+97213F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding45,576$4.21M+20,254Timeline
Community Financial Services Group, LLC43,565$4.17M0.61%-3,02713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.44,927$4.15M0.53%+24013F-HRTimeline
180 WEALTH ADVISORS, LLC44,698$4.12M0.41%+82513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,419$4.1M0.03%-66113F-HRTimelineGroup
LEE DANNER & BASS INC44,074$4.07M0.23%+29,25513F-HRTimeline
Composition Wealth, LLC43,965$4.06M0.05%-24113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO43,530$4.02M0.02%+7,98613F-HRTimelineGroup
East Coast Asset Management, LLC.43,501$4.01M1.19%-61813F-HRTimeline
Sciencast Management LP43,468$4.01M0.83%new13F-HRTimeline
Fideuram Asset Management (Ireland) dac45,149$3.97M0.08%+44,13213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC43,007$3.97M0.07%+1513F-HRTimeline
Eagle Bluffs Wealth Management LLC42,958$3.96M1.32%+41113F-HRTimeline
LS Investment Advisors, LLC42,842$3.95M0.54%-1,56513F-HRTimeline
Sculati Wealth Management, LLC38,918$3.95M1.32%-4213F-HRTimeline
Gotham Asset Management, LLC42,753$3.94M0.01%-1,74013F-HRTimeline
AE Wealth Management LLC42,736$3.94M0.02%-5,20913F-HRTimeline
Anchor Investment Management, LLC42,549$3.93M0.3%+3,91713F-HRTimeline
Arkadios Wealth Advisors42,544$3.93M0.06%-25,55013F-HRTimeline
First Long Island Investors, LLC42,429$3.91M0.28%+36,47613F-HRTimeline
Elefante Mark B42,214$3.9M1.68%+9,37513F-HRTimeline
Ashton Thomas Private Wealth, LLC42,207$3.89M0.08%-8,54013F-HRTimeline
Buttonwood Financial Advisors Inc.42,083$3.88M1.18%-2313F-HRTimeline
LGT Group Foundationin group LGT Group Foundation41,986$3.87M0.04%+2,81913F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC41,980$3.87M0.11%+2613F-HRTimeline
Destination Wealth Management41,976$3.87M0.09%-2,83913F-HRTimeline
Goelzer Investment Management, Inc.41,758$3.85M0.17%-58213F-HRTimeline
BRIGHTON JONES LLC41,755$3.85M0.07%-2,56213F-HRTimeline
E. Ohman J:or Asset Management AB41,700$3.85M0.09%+2,00013F-HRTimeline
COURIER CAPITAL LLC41,684$3.85M0.19%+65513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC41,677$3.85M0.05%-36513F-HRTimelineGroup
CONSCIOUS WEALTH INVESTMENTS, LLC38,151$3.81M1.96%-68913F-HRTimeline
HF Advisory Group, LLC41,262$3.81M1.18%+2,89013F-HRTimeline
WESBANCO BANK INC41,170$3.8M0.09%+35,07413F-HRTimeline
Chicago Partners Investment Group LLC37,381$3.8M0.08%+3,12213F-HRTimeline
Mengis Capital Management, Inc.41,058$3.79M0.58%-4913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,951$3.78M0.06%+1,46713F-HRTimelineGroup
Lantern Wealth Advisors, LLC40,907$3.77M1.73%-1,71913F-HRTimeline
Verition Fund Management LLC40,859$3.77M0.03%+38,64313F-HR/ATimeline
Asio Capital, LLC40,827$3.77M0.48%+3,60013F-HRTimeline
Bleakley Financial Group, LLC40,794$3.76M0.05%+4,69813F-HRTimeline
TCW GROUP INCin group TCW GROUP INC40,500$3.74M0.03%-5,04813F-HRTimelineGroup
Pine Haven Investment Counsel, Inc40,379$3.73M2.5%-39713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)40,174$3.71M1.03%+13613F-HRTimeline
Wilmington Savings Fund Society, FSB39,757$3.67M0.08%-70113F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO39,709$3.66M0.19%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC39,508$3.65M0.18%-3,50713F-HRTimeline
MONTAG A & ASSOCIATES INC39,480$3.64M0.15%-4,50013F-HRTimeline
Marble Wealth, LLC39,246$3.62M0.55%+9413F-HRTimeline
Fiduciary Group, LLC38,870$3.59M0.28%-1,23213F-HRTimeline
Kidder Stephen W38,865$3.59M0.91%+55513F-HRTimeline
Nelson Capital Management, LLC38,450$3.55M0.39%+51713F-HRTimeline
MEANS INVESTMENT CO., INC.38,433$3.55M0.27%-1,50413F-HRTimeline
Barnes Dennig Private Wealth Management…38,245$3.53M2.82%-2,06413F-HRTimeline
STABLEFORD CAPITAL II LLC37,961$3.5M1.21%-47013F-HRTimeline
GeoWealth Management, LLC37,919$3.5M0.11%-1,77913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC37,835$3.49M0.03%+3,35713F-HRTimeline
Summit Financial, LLC37,802$3.49M0.04%-7713F-HRTimeline
ROTHSCHILD INVESTMENT LLC37,778$3.49M0.13%+22,55713F-HRTimeline
TWIN CAPITAL MANAGEMENT INC37,773$3.49M0.38%-1513F-HRTimeline
Parallel Advisors, LLC37,553$3.47M0.05%-5,23313F-HRTimeline
Rathbones Group PLC37,504$3.46M0.01%-63,29613F-HRTimeline
Stonebridge Capital Advisors LLC37,354$3.45M0.22%-57213F-HRTimeline
Vestcor Inc37,205$3.43M0.08%-1,88113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC37,152$3.43M0.39%-2,08813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,843$3.4M0.03%-5,74213F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest36,736$3.39M1.79%-77013F-HRTimeline
INKWELL CAPITAL LLC36,570$3.37M3.51%-4013F-HRTimeline
Linscomb Wealth, Inc.36,567$3.37M0.15%+72713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,480$3.37M-1,571Timeline
Notis-McConarty Edward36,470$3.37M1.45%+6,28513F-HRTimeline
CENTRAL BANK & TRUST CO36,272$3.35M0.47%+21813F-HRTimeline
Sepio Capital, LP36,204$3.34M0.17%-3,35613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.35,941$3.32M0.93%-4,83513F-HRTimeline
Annandale Capital, LLC35,848$3.31M0.49%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC35,800$3.3M0.17%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC35,009$3.23M0.06%-6,41913F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.35,000$3.23M0.42%+19,00013F-HRTimelineGroup
Resonant Capital Advisors, LLC34,666$3.2M0.15%-1,02513F-HRTimeline
Signal Advisors Wealth, LLC34,464$3.18M0.17%+7,51913F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC34,446$3.18M2.23%+26413F-HRTimeline
Cascade Investment Advisors, Inc.34,445$3.18M1.73%+54513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding34,439$3.18M-1,244Timeline
American Trust34,292$3.16M0.24%-3,17013F-HRTimeline
Broderick Brian C34,152$3.15M0.49%+2,89013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC33,906$3.13M0.82%-13513F-HRTimeline
LRT Capital Management, LLC33,756$3.11M2.02%+13,88013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding33,733$3.11M-579Timeline
Financiere des Professionnels - Fonds d…33,715$3.11M0.18%013F-HRTimeline
WEBSTER BANK, N. A.33,435$3.09M0.27%-1,44113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD33,386$3.08M0.01%new13F-HRTimelineGroup
Chemistry Wealth Management LLC33,326$3.07M0.49%-18313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP32,995$3.04M0.11%-5,62813F-HRTimeline
CRUX WEALTH ADVISORS32,981$3.04M1.05%-1,13713F-HRTimeline
Choate Investment Advisors32,941$3.04M0.05%-1,12813F-HRTimeline
Lakehouse Capital Pty Ltd32,894$3.04M3.35%013F-HRTimeline
MASTERINVEST Kapitalanlage GmbH32,732$3.02M0.26%+5,93413F-HRTimeline
Harfst & Associates, Inc.32,702$3.02M0.47%+76013F-HRTimeline
Finer Wealth Management, Inc.32,665$3.01M1.35%+24613F-HRTimeline
Decatur Capital Management, Inc.32,459$2.99M1.02%new13F-HRTimeline
CWA Asset Management Group, LLC32,141$2.97M0.09%-95813F-HRTimeline
Oakmont Investment Advisors, Inc.32,113$2.96M2.06%new13F-HRTimeline
BEACON FINANCIAL GROUP32,102$2.96M0.27%-19413F-HRTimeline
Strata Wealth Advisors, LLC31,904$2.94M0.72%+7313F-HRTimeline
Chaney Capital Management, Inc.31,840$2.94M0.92%+13313F-HRTimeline
Tema ETFs LLC31,695$2.92M0.09%+3,04513F-HRTimeline
Parsonex Advisory Services, Inc.31,672$2.92M2.54%+1,87413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE31,655$2.92M0.4%-41613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC31,637$2.92M0.02%-3,93913F-HRTimeline
GILL CAPITAL PARTNERS, LLC31,620$2.92M0.77%-4413F-HRTimeline
GPM Growth Investors, Inc.31,304$2.89M1.21%-2,34913F-HRTimeline
SIGNATUREFD, LLC31,293$2.89M0.04%-1,32113F-HRTimeline
ALERUS FINANCIAL NA31,269$2.89M0.13%-13,74913F-HRTimeline
Royal Palms Capital LLC31,257$2.88M2.54%+3,22313F-HRTimeline
Compass Wealth Management LLC30,946$2.86M0.54%-1,02313F-HRTimeline
Mraz, Amerine & Associates, Inc.30,923$2.85M0.41%013F-HRTimeline
Carmel Capital Partners, LLC30,862$2.85M0.94%-2,05213F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…30,840$2.85M1.31%+1,14313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.30,794$2.84M0.19%+6513F-HRTimeline
CAPITAL ADVISORS INC/OK30,710$2.83M0.04%-94213F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC30,595$2.82M0.34%new13F-HRTimeline
Scott & Selber, Inc.30,562$2.82M0.6%-1113F-HRTimeline
Westview Management dba Westview Invest…30,304$2.8M1.37%-30813F-HRTimeline
Iowa State Bank30,099$2.78M0.46%-15213F-HRTimeline