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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,994 managers (2,033 13F filers) reported a position in SCHW shares at 2025-03-31, 1,521,902,394 shares in all. 184 filers opened a position and 137 filers sold out during the quarter.

Managers
1,994
13F filers
2,033
New
184
Added
894
Reduced
669
Sold out
137
Shares held by filers
1,521,902,394

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GS Investments, Inc.56,098$4.39M2.07%-513F-HRTimeline
MONTAG A & ASSOCIATES INC55,899$4.38M0.22%+2,74313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…55,682$4.36M0.13%-50,56113F-HRTimelineGroup
CONNING INC.in group CONNING INC.55,647$4.36M0.15%-10,70813F-HRTimelineGroup
Lombard Odier Asset Management (Switzer…55,553$4.35M0.25%+14,18513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…55,703$4.34M0.12%-149,71313F-HRTimelineGroup
K.J. Harrison & Partners Inc54,943$4.3M0.84%-4,00013F-HRTimeline
Hamilton Capital Partners Inc.54,881$4.3M0.28%+7,97213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC54,734$4.28M1.59%+48,42413F-HRTimeline
Permanens Capital L.P.54,528$4.27M0.78%+7,56113F-HRTimeline
Intrinsic Value Partners, LLC54,238$4.25M4.19%-9513F-HRTimeline
William Allan Corp54,155$4.24M2.66%+4,21913F-HRTimeline
PITTENGER & ANDERSON INC54,122$4.24M0.16%+1,68213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management54,061$4.23M0.06%+47,53413F-HRTimelineGroup
Mengis Capital Management, Inc.53,842$4.21M0.88%-98313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC53,545$4.19M0.06%-9,69013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.53,312$4.17M0.11%+69513F-HRTimelineGroup
Prospera Financial Services Inc53,054$4.15M0.1%+2,14513F-HRTimeline
HB Wealth Management, LLC52,946$4.14M0.03%+7,39013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC52,882$4.14M0.15%+3,08713F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC52,850$4.14M2.4%-1,66013F-HRTimeline
FIRST AMERICAN BANK52,842$4.14M0.31%+10413F-HRTimeline
ALGERT GLOBAL LLC52,604$4.12M0.1%new13F-HR/ATimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.52,090$4.08M0.15%+5,78913F-HRTimelineGroup
MGO ONE SEVEN LLC51,159$4M0.16%+2,18113F-HRTimeline
Hixon Zuercher, LLC50,724$3.97M1.4%+72313F-HRTimeline
Community Financial Services Group, LLC50,423$3.95M0.86%-9,35813F-HRTimeline
Empirical Finance, LLC50,212$3.93M0.24%+84813F-HRTimeline
Annandale Capital, LLC49,748$3.89M0.73%-10,10013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC49,704$3.89M0.17%-27913F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…49,608$3.88M0.02%-13,45413F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV49,551$3.88M2.17%013F-HRTimeline
SOL Capital Management CO49,026$3.84M0.42%+10013F-HRTimeline
Southeast Asset Advisors, LLC48,654$3.81M0.47%-40613F-HRTimeline
JB Capital LLC48,409$3.79M0.21%-1,10413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC48,350$3.78M1.01%013F-HRTimeline
Hunter Perkins Capital Management, LLC48,268$3.78M0.88%-6,77213F-HRTimeline
Patriot Financial Group Insurance Agenc…48,203$3.77M0.51%+4,27513F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC44,651$3.77M2.62%+28813F-HRTimeline
B. Riley Wealth Advisors, Inc.48,087$3.76M0.11%+5,93313F-HRTimeline
TWIN CAPITAL MANAGEMENT INC48,027$3.76M0.44%+42,98613F-HRTimeline
Malaga Cove Capital, LLC47,882$3.75M1.62%+16113F-HRTimeline
BAILARD, INC.47,819$3.74M0.1%-1,63513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC50,156$3.7M0.81%-1,34713F-HRTimeline
OneDigital Investment Advisors LLC47,116$3.69M0.04%-47513F-HRTimeline
SAM Advisors, LLC47,060$3.68M1.38%-1,34813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC47,027$3.68M0.73%+2,22313F-HRTimeline
MEANS INVESTMENT CO., INC.46,958$3.68M0.39%-60,80113F-HRTimeline
Modus Advisors, LLC46,813$3.66M1.2%+55813F-HRTimeline
LBP AM SA46,806$3.66M0.06%-1,77813F-HRTimeline
Barnes Dennig Private Wealth Management…46,791$3.66M5.54%13F-HRTimeline
First National Trust Co45,471$3.56M0.14%new13F-HRTimeline
LS Investment Advisors, LLC45,095$3.53M0.54%+13,16113F-HRTimeline
Teewinot Capital Advisers, L.L.C.44,934$3.52M0.36%-591,66813F-HRTimeline
East Coast Asset Management, LLC.44,889$3.51M1.24%-1,10113F-HRTimeline
Merit Financial Group, LLC44,886$3.51M0.05%+11,34013F-HRTimeline
Caprock Group, LLC44,879$3.51M0.11%-7,96213F-HRTimeline
CABOT WEALTH MANAGEMENT INC44,873$3.51M0.45%-17713F-HRTimeline
Mach-1 Financial Group, LLC44,702$3.5M1.05%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.44,137$3.46M0.58%-66513F-HRTimeline
TCW GROUP INCin group TCW GROUP INC44,023$3.45M0.03%+6,70213F-HRTimelineGroup
Buttonwood Financial Advisors Inc.43,867$3.43M1.51%-15213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.43,803$3.43M0.04%+27,48713F-HRTimelineGroup
Harfst & Associates, Inc.43,640$3.42M0.79%-53113F-HRTimeline
Dakota Wealth Management43,594$3.41M0.08%+3,66713F-HRTimeline
COURIER CAPITAL LLC43,587$3.41M0.22%-1,52113F-HRTimeline
Pettee Investors, Inc.43,287$3.39M2.02%-1,40013F-HRTimeline
Maia Wealth LLC44,050$3.39M0.77%+87813F-HRTimeline
180 WEALTH ADVISORS, LLC42,870$3.36M0.53%+78013F-HRTimeline
Fiduciary Group, LLC42,838$3.35M0.34%-1,12713F-HRTimeline
American Trust42,802$3.35M0.83%+1,02313F-HRTimeline
SGL Investment Advisors, Inc.39,205$3.31M1.71%+52513F-HRTimeline
Red Spruce Capital, LLC42,180$3.3M1.55%+14913F-HRTimeline
Oak Harvest Investment Services41,952$3.28M0.46%new13F-HRTimeline
Goelzer Investment Management, Inc.41,936$3.28M0.19%+10513F-HR/ATimeline
Composition Wealth, LLC41,900$3.28M0.07%+16113F-HRTimeline
Pine Haven Investment Counsel, Inc41,683$3.26M2.74%-62613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.41,652$3.26M0.01%+4,76213F-HRTimelineGroup
Stonebridge Capital Advisors LLC41,402$3.24M0.26%+80013F-HRTimeline
Victrix Investment Advisors43,248$3.24M1.7%-64113F-HRTimeline
AE Wealth Management LLC41,329$3.24M0.03%+1,17213F-HRTimeline
Sculati Wealth Management, LLC41,060$3.21M1.3%-84513F-HRTimeline
SIG BROKERAGE, LP40,734$3.19M0.93%new13F-HRTimeline
MARVIN & PALMER ASSOCIATES INC40,726$3.19M4.76%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P40,600$3.18M0.4%-58,09013F-HRTimelineGroup
CRAMER ROSENTHAL MCGLYNN LLC40,294$3.15M0.23%-19913F-HRTimeline
Linscomb Wealth, Inc.40,214$3.15M0.16%+73513F-HRTimeline
Eagle Bluffs Wealth Management LLC40,077$3.14M1.66%+21113F-HRTimeline
RNC CAPITAL MANAGEMENT LLC39,895$3.12M0.16%+16,27913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,742$3.11M0.03%+1,88913F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…39,512$3.07M0.09%+4,86913F-HRTimelineGroup
Parallel Advisors, LLC39,272$3.07M0.07%+3,27913F-HRTimeline
Independent Advisor Alliance39,103$3.06M0.1%+4,75413F-HRTimeline
CENTRAL BANK & TRUST CO39,031$3.06M0.51%-3,79013F-HRTimeline
Fearless Solutions, LLC dba Best Invest38,813$3.04M2.36%-25013F-HRTimeline
GILL CAPITAL PARTNERS, LLC38,794$3.04M1.05%-2,99913F-HRTimeline
Valeo Financial Advisors, LLC38,605$3.02M0.08%+4013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK38,596$3.02M0.02%+3,44813F-HRTimelineGroup
Nelson Capital Management, LLC38,372$3M0.52%+1,01113F-HRTimeline
EP Wealth Advisors, LLC38,324$3M0.02%-24013F-HRTimeline
INKWELL CAPITAL LLC38,070$2.98M3.26%-12,26013F-HRTimeline
HF Advisory Group, LLC37,973$2.97M1.3%+10413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC37,719$2.95M0.06%+1,98513F-HRTimelineGroup
ArrowMark Colorado Holdings LLC37,650$2.95M0.05%-183,30013F-HRTimeline
Sepio Capital, LP37,547$2.94M0.23%-7,36713F-HRTimeline
Cascade Investment Advisors, Inc.37,385$2.93M1.98%+2013F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC37,249$2.92M0.01%new13F-HRTimeline
GFG Capital, LLC37,147$2.91M0.89%-35413F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL36,989$2.9M0.07%-13,36013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC36,360$2.85M0.19%+1,32013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC36,064$2.82M0.54%-32213F-HRTimeline
Choate Investment Advisors36,026$2.82M0.07%-6613F-HRTimeline
GROUPAMA ASSET MANAGMENT36,149$2.81M0.06%+3,36813F-HRTimeline
WEBSTER BANK, N. A.35,868$2.81M0.31%+27713F-HRTimeline
Main Street Research LLC35,416$2.77M0.18%-82413F-HRTimeline
DRW Securities, LLC35,262$2.76M0.23%+22,36613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC35,243$2.76M0.24%+6,44613F-HR/ATimeline
RiverPark Advisors, LLCgroup of 2 filers holding35,012$2.74M-1,088Timeline
Essex Financial Services, Inc.group of 2 filers holding34,785$2.72M-58Timeline
Trivium Point Advisory, LLC34,687$2.72M0.34%+27,86213F-HRTimeline
Commonwealth Retirement Investments LLC34,646$2.71M1.1%+2,45513F-HRTimeline
Skylands Capital, LLC34,600$2.71M0.39%+4,25013F-HRTimeline
Summit Financial, LLC34,598$2.71M0.08%-83713F-HRTimeline
STABLEFORD CAPITAL II LLC35,363$2.69M1.14%+1313F-HRTimeline
Compass Wealth Management LLC34,267$2.68M0.68%-1,59813F-HRTimeline
HighPoint Advisor Group LLC33,001$2.68M0.16%-1,39013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC34,016$2.66M0.03%+98513F-HRTimeline
GPM Growth Investors, Inc.33,880$2.65M1.16%-8213F-HRTimeline
NJ State Employees Deferred Compensatio…33,800$2.65M0.34%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT36,494$2.64M0.07%+8,81113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…33,710$2.64M0.26%+53413F-HRTimelineGroup
POWER WEALTH MANAGEMENT LLC33,674$2.64M1.07%+1,39913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding34,900$2.63M-897Timeline
Chemistry Wealth Management LLC33,622$2.63M0.61%-37313F-HRTimeline
Allworth Financial LP33,131$2.63M0.01%+1,26413F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT33,448$2.62M0.52%+2,26913F-HRTimeline
J. Goldman & Co LP33,428$2.62M0.09%new13F-HRTimeline
IFG Advisory, LLC33,214$2.6M0.14%-11213F-HRTimeline
QUADRANT CAPITAL GROUP LLC33,167$2.6M0.1%+16,70113F-HRTimeline
Vestcor Inc33,160$2.6M0.09%+3,72813F-HRTimeline
GM Advisory Group, LLC32,548$2.55M0.14%+11,81213F-HRTimeline
Resonant Capital Advisors, LLC32,478$2.54M0.18%+713F-HRTimeline
Balefire, LLC32,471$2.54M0.87%+11,62513F-HRTimeline
Sterling Investment Advisors, Ltd.32,453$2.54M0.61%-1,20913F-HRTimeline
Kozak & Associates, Inc.32,883$2.53M0.63%-1,26513F-HRTimeline
BEACON FINANCIAL GROUP32,295$2.53M0.28%-13913F-HRTimeline
Scott & Selber, Inc.32,118$2.51M0.8%+5513F-HRTimeline
Twin Tree Management, LP32,063$2.51M0.06%-264,78813F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC31,893$2.5M0.25%-10713F-HR/ATimelineGroup
Strata Wealth Advisors, LLC31,764$2.49M0.77%-1,07713F-HRTimeline
Aigen Investment Management, LP31,394$2.46M0.39%-1,92313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC31,388$2.46M0.02%+49413F-HRTimeline
Bard Financial Services, Inc.31,275$2.45M0.3%013F-HRTimeline
Alpha Cubed Investments, LLC31,246$2.45M0.11%+9,40313F-HRTimeline
Plato Investment Management Ltd30,844$2.44M0.21%+9,23113F-HRTimeline
Gotham Asset Management, LLC31,160$2.44M0.02%+54713F-HRTimeline
Coastline Trust Co31,035$2.43M0.3%+15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ashton Thomas Private Wealth, LLC31,005$2.43M0.09%+2,96213F-HRTimeline
Mraz, Amerine & Associates, Inc.31,172$2.43M0.42%+5013F-HR/ATimeline
Rathbones Group PLC30,915$2.42M0.01%-38,50013F-HRTimeline
Chaney Capital Management, Inc.30,830$2.41M1.08%+10013F-HRTimeline
Capital Investment Advisory Services, L…30,752$2.41M0.22%-57813F-HRTimeline
Finer Wealth Management, Inc.30,733$2.41M1.44%+1,67713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…30,494$2.39M0.03%-4,57813F-HRTimelineGroup
Atria Wealth Solutions, Inc.30,393$2.38M0.03%-2,98213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.30,347$2.38M0.01%-11,12013F-HRTimelineGroup
Kampmann Melissa S.30,335$2.37M1.88%-7,48513F-HRTimeline
OSTRUM ASSET MANAGEMENT30,314$2.37M0.12%-62213F-HRTimeline
Iowa State Bank30,265$2.37M0.5%+40513F-HRTimeline
MUFG SECURITIES AMERICAS INC.30,165$2.36M0.27%+8,09813F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/30,100$2.36M1.92%013F-HRTimeline
Hudson Canyon Capital Management30,050$2.35M1.66%013F-HRTimeline
Resolute Capital Asset Partners LLC30,000$2.35M1.32%new13F-HRTimeline
Secure Asset Management, LLC29,967$2.35M0.47%+4,90213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding29,960$2.35M+7,150Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.29,941$2.34M0.91%+4,52513F-HRTimeline
CAPITAL ADVISORS INC/OK29,856$2.34M0.05%+1113F-HRTimeline
Horizon Investments, LLC29,779$2.32M0.07%+4,15513F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC29,610$2.32M0.57%new13F-HRTimeline
Anchor Investment Management, LLC29,487$2.31M0.22%+1,50913F-HRTimeline
LECAP ASSET MANAGEMENT LTD29,431$2.3M0.54%-20,59813F-HRTimeline
CWA Asset Management Group, LLC29,416$2.3M0.11%+47313F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC29,368$2.3M2.02%-3,20913F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.29,349$2.3M1.75%+7413F-HRTimeline
Weaver C. Barksdale & Associates, Inc.29,145$2.28M2.19%-70113F-HRTimeline
V-Square Quantitative Management LLC29,148$2.28M0.33%+3,82013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,152$2.28M0.05%-3,67513F-HRTimelineGroup
Carmel Capital Partners, LLC29,141$2.28M0.9%+69013F-HRTimeline
Cetera Trust Company, N.A28,680$2.25M1.43%+55013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…28,653$2.24M1.57%+2,16213F-HRTimeline
Drucker Wealth 3.0, LLC28,630$2.24M0.49%-8,89513F-HRTimeline
Xcel Wealth Management, LLC28,195$2.21M0.69%013F-HRTimeline
Bellwether Advisors, LLC28,122$2.2M0.46%+23,35213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC27,874$2.18M0.05%-2,45813F-HRTimelineGroup
Integrated Investment Consultants, LLC27,820$2.18M0.43%-53613F-HR/ATimeline
SIGNATUREFD, LLC27,797$2.18M0.04%+2,38713F-HRTimeline
Wynn Capital, LLC27,743$2.17M1.29%+9513F-HRTimeline
Rossmore Private Capital27,675$2.17M0.27%+10613F-HRTimeline
Martin Capital Advisors, LLP27,410$2.15M1.53%-80013F-HRTimeline
HBK Sorce Advisory LLC27,189$2.13M0.06%+37413F-HRTimeline