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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,957 managers (1,997 13F filers) reported a position in SCHW shares at 2024-12-31, 1,497,386,491 shares in all. 151 filers opened a position and 108 filers sold out during the quarter.

Managers
1,957
13F filers
1,997
New
151
Added
707
Reduced
756
Sold out
108
Shares held by filers
1,497,386,491

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Vestmark Advisory Solutions, Inc.50,506$3.74M0.13%+1,15813F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL50,349$3.73M0.09%-5,35913F-HRTimeline
INKWELL CAPITAL LLC50,330$3.72M3.98%13F-HRTimeline
LECAP ASSET MANAGEMENT LTD50,029$3.7M1%+35,39913F-HRTimeline
Hixon Zuercher, LLC50,001$3.7M1.42%+56713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC49,983$3.7M0.16%-1,34413F-HR/ATimeline
William Allan Corp49,936$3.7M2.27%+78113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,795$3.69M0.15%+1,89913F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV49,551$3.67M1.96%+1413F-HRTimeline
JB Capital LLC49,513$3.66M0.21%+1,30313F-HRTimeline
BAILARD, INC.49,454$3.66M0.09%+23013F-HRTimeline
Empirical Finance, LLC49,364$3.65M0.21%-57113F-HRTimeline
Empowered Funds, LLC49,073$3.63M0.05%+26,23113F-HRTimeline
Southeast Asset Advisors, LLC49,060$3.63M0.45%-8,66613F-HRTimeline
MGO ONE SEVEN LLC48,978$3.62M0.14%-6813F-HRTimeline
SOL Capital Management CO48,926$3.62M0.4%-6,18513F-HRTimeline
Bayesian Capital Management, LP48,900$3.62M0.44%-52,20013F-HRTimeline
Left Brain Wealth Management, LLC48,676$3.6M1.36%-6,56513F-HRTimeline
LBP AM SA48,584$3.6M0.05%new13F-HRTimeline
SAM Advisors, LLC48,408$3.58M1.3%+19513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC48,350$3.58M0.98%+33,10013F-HRTimeline
Maia Wealth LLC43,172$3.56M0.77%+4,45013F-HRTimeline
Malaga Cove Capital, LLC47,721$3.53M1.39%-22013F-HRTimeline
OneDigital Investment Advisors LLC47,591$3.52M0.04%+6,63613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP47,483$3.51M0.1%new13F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC47,194$3.49M0.06%+14,98713F-HRTimelineGroup
Permanens Capital L.P.46,967$3.48M0.66%013F-HRTimeline
Hamilton Capital Partners Inc.46,909$3.47M0.26%+5,41813F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.46,301$3.43M0.12%+3,89913F-HRTimelineGroup
Modus Advisors, LLC46,255$3.42M1.07%+99313F-HRTimeline
East Coast Asset Management, LLC.45,990$3.4M1.14%-4,54513F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC44,363$3.39M2.3%+39313F-HRTimeline
HB Wealth Management, LLC45,556$3.37M0.03%-1,58913F-HRTimeline
Wealthspire Advisors, LLC45,308$3.35M0.03%+1,23213F-HRTimeline
COURIER CAPITAL LLC45,108$3.34M0.23%-49713F-HRTimeline
CABOT WEALTH MANAGEMENT INC45,050$3.33M0.42%-32613F-HRTimeline
WOLVERINE TRADING, LLC45,045$3.33M0.07%-46,34613F-HRTimeline
Sepio Capital, LP44,914$3.32M0.27%-3,88613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC44,804$3.32M0.66%+3,94613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.44,802$3.32M0.55%+9513F-HRTimeline
Pettee Investors, Inc.44,687$3.31M1.68%013F-HRTimeline
Harfst & Associates, Inc.44,171$3.27M0.68%-2,31213F-HRTimeline
Buttonwood Financial Advisors Inc.44,019$3.26M1.43%-46813F-HRTimeline
Fiduciary Group, LLC43,965$3.25M0.33%-4,02613F-HRTimeline
Patriot Financial Group Insurance Agenc…43,928$3.25M0.44%+24513F-HRTimeline
Victrix Investment Advisors43,889$3.25M2.34%13F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …43,781$3.24M0.05%-27,59213F-HRTimelineGroup
SGL Investment Advisors, Inc.38,680$3.18M1.6%+64113F-HRTimeline
Lantern Wealth Advisors, LLC46,540$3.18M2.06%+14413F-HRTimeline
CENTRAL BANK & TRUST CO42,821$3.17M0.48%-1713F-HRTimeline
Pine Haven Investment Counsel, Inc42,309$3.13M2.57%-22713F-HRTimeline
B. Riley Wealth Advisors, Inc.42,154$3.12M0.1%-1,63013F-HRTimeline
180 WEALTH ADVISORS, LLC42,090$3.12M0.49%+1,31413F-HRTimeline
Red Spruce Capital, LLC42,031$3.11M1.38%+2,82813F-HRTimeline
Sculati Wealth Management, LLC41,905$3.1M1.23%-19213F-HR/ATimeline
Goelzer Investment Management, Inc.41,831$3.1M0.18%-1,23713F-HRTimeline
GILL CAPITAL PARTNERS, LLC41,793$3.09M1.11%-3,10013F-HRTimeline
American Trust41,779$3.09M0.24%-1,55913F-HRTimeline
Composition Wealth, LLC41,739$3.09M0.06%+15,04113F-HRTimeline
Horan Capital Advisors, LLC.41,661$3.08M1.04%-38913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.41,467$3.07M0.01%-3,00713F-HRTimelineGroup
Lombard Odier Asset Management (Switzer…41,368$3.06M0.23%+5,57613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …41,314$3.01M0.17%-98313F-HRTimelineGroup
Stonebridge Capital Advisors LLC40,602$3M0.24%-2,71713F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC40,493$3M0.17%-8,13013F-HRTimeline
Sciencast Management LP40,290$2.98M0.82%+4,01313F-HRTimeline
Alpha DNA Investment Management LLC40,274$2.98M1.63%+21,90613F-HRTimeline
Waverly Advisors, LLC40,169$2.97M0.05%+2,43313F-HRTimeline
AE Wealth Management LLC40,157$2.97M0.03%-13,11213F-HRTimeline
Dakota Wealth Management39,927$2.96M0.07%-85813F-HRTimeline
Eagle Bluffs Wealth Management LLC39,866$2.95M1.58%+1,05813F-HRTimeline
Linscomb Wealth, Inc.39,479$2.92M0.15%+1,38313F-HRTimeline
Fearless Solutions, LLC dba Best Invest39,063$2.89M2.21%13F-HRTimeline
HighPoint Advisor Group LLC34,391$2.86M0.16%-2,22413F-HRTimeline
Valeo Financial Advisors, LLC38,565$2.85M0.08%+30313F-HRTimeline
EP Wealth Advisors, LLC38,564$2.85M0.02%+11,88813F-HRTimeline
HF Advisory Group, LLC37,869$2.8M1.29%+49213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,853$2.8M0.02%-52813F-HRTimelineGroup
Kampmann Melissa S.37,820$2.8M2.2%-4,48013F-HRTimeline
Drucker Wealth 3.0, LLC37,525$2.78M0.64%-2,59213F-HR/ATimeline
GFG Capital, LLC37,501$2.78M0.76%-80913F-HRTimeline
Cascade Investment Advisors, Inc.37,365$2.77M1.77%+11013F-HRTimeline
Nelson Capital Management, LLC37,361$2.77M0.46%-14913F-HRTimeline
TCW GROUP INCin group TCW GROUP INC37,321$2.76M0.02%-13,25313F-HRTimelineGroup
Maven Securities LTDin group Maven Securities LTD37,128$2.75M0.44%+16,84013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.36,890$2.73M0.01%-43,59313F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC36,386$2.69M0.48%-19113F-HRTimeline
Main Street Research LLC36,240$2.68M0.17%-38413F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding36,100$2.67M-2,293Timeline
Choate Investment Advisors36,092$2.67M0.06%-1,54413F-HRTimeline
Parallel Advisors, LLC35,993$2.66M0.06%-3,80513F-HRTimeline
Compass Wealth Management LLC35,865$2.65M0.64%-1,96513F-HRTimeline
Buckingham Capital Management, Inc.35,852$2.65M0.3%+84713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC35,734$2.64M0.06%-2,48413F-HRTimelineGroup
WEBSTER BANK, N. A.35,591$2.63M0.28%-47513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding35,797$2.62M+1,851Timeline
Summit Financial, LLC35,435$2.62M0.09%+3,82813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC35,376$2.62M0.08%-3,07613F-HRTimeline
STABLEFORD CAPITAL II LLC35,350$2.62M1.03%-38713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK35,148$2.6M0.02%+13,95713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…35,072$2.6M0.04%+1,77413F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC35,040$2.59M0.17%+3,26013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding34,843$2.58M-593Timeline
Allworth Financial LP31,867$2.57M0.01%+6,52113F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…34,643$2.56M0.08%013F-HRTimelineGroup
Eisler Capital Management Ltd.34,620$2.55M0.08%13F-HRTimeline
Kozak & Associates, Inc.34,148$2.54M0.58%-91,81913F-HRTimeline
Independent Advisor Alliance34,349$2.54M0.03%-5,86113F-HRTimeline
Dynamic Technology Lab Private Ltd34,271$2.54M0.41%new13F-HRTimeline
Chemistry Wealth Management LLC33,995$2.52M0.59%+84413F-HRTimeline
GPM Growth Investors, Inc.33,962$2.51M1.06%-1,88113F-HRTimeline
NJ State Employees Deferred Compensatio…33,800$2.5M0.3%013F-HRTimeline
Sterling Investment Advisors, Ltd.33,662$2.49M0.6%-2,78913F-HRTimeline
Merit Financial Group, LLC33,546$2.48M0.04%+23,38313F-HRTimeline
Atria Wealth Solutions, Inc.33,375$2.47M0.03%+2,76913F-HRTimeline
IFG Advisory, LLC33,326$2.47M0.14%-4713F-HRTimeline
Aigen Investment Management, LP33,317$2.47M0.43%+3,74413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…33,176$2.46M0.24%+2,09213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC33,031$2.44M0.02%-4613F-HRTimeline
111 Capital32,940$2.44M0.51%13F-HRTimeline
Strata Wealth Advisors, LLC32,841$2.43M0.76%+5713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…32,827$2.43M0.05%+2,59913F-HRTimelineGroup
Oliver Luxxe Assets LLC37,468$2.43M0.44%013F-HR/ATimeline
GROUPAMA ASSET MANAGMENT32,781$2.42M0.05%new13F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC32,577$2.41M2.13%-73513F-HRTimeline
Resonant Capital Advisors, LLC32,471$2.4M0.18%+58013F-HRTimeline
BEACON FINANCIAL GROUP32,434$2.4M0.26%-77413F-HRTimeline
POWER WEALTH MANAGEMENT LLC32,275$2.39M1%+19,87013F-HRTimeline
Commonwealth Retirement Investments LLC32,191$2.38M0.98%+3,95213F-HRTimeline
Scott & Selber, Inc.32,063$2.37M0.71%-72513F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC32,000$2.37M0.22%-1,49113F-HRTimelineGroup
LS Investment Advisors, LLC31,934$2.36M0.35%-16313F-HRTimeline
Capital Investment Advisory Services, L…31,330$2.32M0.22%-55713F-HRTimeline
Bard Financial Services, Inc.31,275$2.31M0.28%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT31,179$2.31M0.46%+73313F-HRTimeline
Mraz, Amerine & Associates, Inc.31,122$2.3M0.41%-53513F-HR/ATimeline
OSTRUM ASSET MANAGEMENT30,936$2.29M0.2%+15,00913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC30,894$2.29M0.02%+1,78813F-HRTimeline
Coastline Trust Co30,878$2.29M0.27%-12,68313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chaney Capital Management, Inc.30,730$2.27M1.08%+713F-HRTimeline
Gotham Asset Management, LLC30,613$2.27M0.02%+71813F-HRTimeline
Skylands Capital, LLC30,350$2.25M0.31%-2,75013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC30,332$2.24M0.05%-70413F-HRTimelineGroup
Jain Global LLC30,153$2.23M0.07%13F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/30,100$2.23M1.74%013F-HRTimeline
Hudson Canyon Capital Management30,050$2.22M1.45%013F-HRTimeline
Weaver C. Barksdale & Associates, Inc.29,846$2.21M2.12%-76313F-HRTimeline
Iowa State Bank29,860$2.21M0.46%+1,38413F-HRTimeline
CAPITAL ADVISORS INC/OK29,845$2.21M0.04%-5213F-HRTimeline
Cove Street Capital, LLC29,824$2.21M2.58%013F-HRTimeline
Vestcor Inc29,432$2.18M0.07%-1713F-HRTimeline
Ashburton (Jersey) Ltd29,341$2.17M0.96%-115,47013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.29,275$2.17M1.45%-50813F-HRTimeline
Finer Wealth Management, Inc.29,056$2.15M1.23%+1,88313F-HRTimeline
Global Retirement Partners, LLC29,033$2.15M0.06%+1,15113F-HRTimeline
CWA Asset Management Group, LLC28,943$2.14M0.11%+27913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC28,797$2.13M0.17%+4,15413F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC28,517$2.11M0.02%+6,98113F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC28,487$2.11M1.21%+91113F-HRTimeline
IMC-Chicago, LLC28,452$2.11M0.06%-15313F-HRTimeline
Carmel Capital Partners, LLC28,451$2.11M0.85%+1,78413F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…28,368$2.1M0.08%new13F-HRTimelineGroup
Integrated Investment Consultants, LLC28,356$2.1M0.43%-75,92213F-HR/ATimeline
Martin Capital Advisors, LLP28,210$2.09M1.35%+1013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC28,196$2.09M0.03%+5613F-HRTimeline
Xcel Wealth Management, LLC28,195$2.09M0.58%-1,00013F-HRTimeline
Cetera Trust Company, N.A28,130$2.08M1.35%+17513F-HRTimeline
Ashton Thomas Private Wealth, LLC28,043$2.08M0.08%-2,15513F-HRTimeline
Anchor Investment Management, LLC27,978$2.07M0.19%-8,25113F-HRTimeline
VALLEY NATIONAL ADVISERS INC27,938$2.07M0.37%-2,21713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC27,781$2.06M0.02%-51,26113F-HRTimelineGroup
Wynn Capital, LLC27,648$2.05M1.29%+29513F-HRTimeline
Avior Wealth Management, LLC27,616$2.04M0.07%-2,14013F-HRTimeline
Rossmore Private Capital27,569$2.04M0.25%013F-HRTimeline
Strategic Wealth Partners, Ltd.24,963$2.04M0.17%+1,49713F-HRTimeline
3Chopt Investment Partners, LLC27,072$2M0.69%-2,37013F-HRTimeline
CENTAURUS FINANCIAL, INC.26,908$1.99M0.12%+1,51213F-HRTimeline
HBK Sorce Advisory LLC26,815$1.98M0.06%+46313F-HRTimeline
OFI INVEST ASSET MANAGEMENT27,683$1.98M0.05%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.26,699$1.98M0.02%+1,95413F-HRTimeline
Palisade Asset Management, LLC26,660$1.97M0.2%-7513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…26,491$1.96M1.22%13F-HRTimeline
CenterBook Partners LP26,424$1.96M0.12%+7,64713F-HRTimeline
Financial Partners Group, LLC26,183$1.94M0.8%-4,29413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…25,837$1.91M0.67%-56713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC25,822$1.91M0.06%-40713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Illinois Municipal Retirement Fund25,818$1.91M0.03%-8,14213F-HRTimeline
ASPIRIANT, LLC25,740$1.91M0.07%+42213F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP25,671$1.9M0.01%-1,39313F-HRTimeline
Cape Investment Advisory, Inc.25,653$1.9M0.74%+23813F-HRTimeline
Horizon Investments, LLC25,624$1.9M0.05%+41813F-HRTimeline
Columbia Asset Management25,563$1.89M0.36%+5413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,542$1.89M0.05%+4,81213F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC25,532$1.89M0.78%-21413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.25,416$1.88M0.75%+98013F-HRTimeline
SIGNATUREFD, LLC25,410$1.88M0.04%+1,47413F-HRTimeline
Bleakley Financial Group, LLC25,344$1.88M0.06%+22813F-HRTimeline
V-Square Quantitative Management LLC25,328$1.87M0.27%+1,61813F-HRTimeline
Hodges Capital Management Inc.25,287$1.87M0.11%-3,26913F-HRTimeline
Secure Asset Management, LLC25,065$1.86M0.28%+2,29813F-HRTimeline