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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,109 managers (2,149 13F filers) reported a position in SCHW shares at 2025-06-30, 1,507,888,937 shares in all. 217 filers opened a position and 104 filers sold out during the quarter.

Managers
2,109
13F filers
2,149
New
217
Added
873
Reduced
782
Sold out
104
Shares held by filers
1,507,888,937

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Oliver Luxxe Assets LLC61,889$5.65M1.01%+1,55213F-HRTimeline
Lincoln Capital LLC61,560$5.62M1.08%-9213F-HRTimeline
Permanens Capital L.P.61,341$5.6M0.76%+6,81313F-HRTimeline
Hamilton Capital Partners Inc.60,935$5.56M0.28%+6,05413F-HRTimeline
Aigen Investment Management, LP60,864$5.55M0.76%+29,47013F-HRTimeline
Seneca House Advisors60,571$5.53M2.35%-10,03813F-HRTimeline
William Allan Corp60,065$5.48M3.19%+5,91013F-HRTimeline
CONDOR CAPITAL MANAGEMENT59,784$5.45M0.47%-1,50213F-HRTimeline
Hennion & Walsh Asset Management, Inc.59,035$5.39M0.22%+1,05213F-HRTimeline
DLK Investment Management, LLC58,919$5.38M2.03%-20213F-HRTimeline
Laird Norton Wetherby Wealth Management…57,903$5.28M0.24%13F-HRTimeline
Arkadios Wealth Advisors57,782$5.27M0.16%+73813F-HRTimeline
Perkins Coie Trust Co57,449$5.24M0.89%-9,09713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management58,346$5.19M0.19%-79,24313F-HRTimelineGroup
ALGERT GLOBAL LLC56,655$5.17M0.11%+4,05113F-HR/ATimeline
Harrington Investments, INC56,553$5.16M2.73%-51013F-HRTimeline
BAILARD, INC.56,287$5.14M0.12%+8,46813F-HRTimeline
Svenska Handelsbanken AB (publ)56,230$5.13M4.84%+43,95513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.55,536$5.07M0.19%+3,44613F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC55,477$5.06M0.27%-34,72413F-HRTimeline
GS Investments, Inc.55,455$5.06M2.24%-64313F-HRTimeline
PITTENGER & ANDERSON INC55,377$5.05M0.18%+1,25513F-HRTimeline
Lombard Odier Asset Management (Switzer…55,374$5.05M0.25%-17913F-HRTimeline
Intrinsic Value Partners, LLC55,283$5.04M4.49%+1,04513F-HRTimeline
ICICI Prudential Asset Management Co Ltd55,080$5.03M0.63%-26,00013F-HRTimeline
Patriot Financial Group Insurance Agenc…54,979$5.02M0.58%+6,77613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)54,850$5M2.17%-11,52813F-HRTimeline
Merit Financial Group, LLC54,670$4.99M0.06%+9,78413F-HRTimeline
MONTAG A & ASSOCIATES INC54,341$4.96M0.24%-1,55813F-HRTimeline
Point72 (DIFC) Ltd54,278$4.95M0.39%+31,85813F-HRTimeline
Hemenway Trust Co LLC54,265$4.95M0.38%+50,18013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management54,113$4.94M0.06%+5213F-HRTimelineGroup
Machina Capital S.A.S.53,310$4.86M1.01%+30,31113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,278$4.86M0.16%+39613F-HRTimelineGroup
GREENLEAF TRUST53,243$4.86M0.04%-4,41413F-HRTimeline
FIRST AMERICAN BANK53,139$4.85M0.33%+29713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP53,093$4.84M0.19%new13F-HRTimeline
Prospera Financial Services Inc53,037$4.84M0.09%-1713F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC52,850$4.82M2.7%013F-HRTimeline
FORA Capital, LLC52,261$4.77M0.53%new13F-HRTimeline
CONNING INC.in group CONNING INC.51,826$4.73M0.16%-3,82113F-HRTimelineGroup
Investment Management Corp of Ontario51,469$4.7M0.07%-6,50013F-HRTimeline
American Trust Investment Advisors, LLC51,317$4.68M2.36%-18,05513F-HRTimeline
Hixon Zuercher, LLC50,707$4.63M1.49%-1713F-HRTimeline
Empirical Finance, LLC50,668$4.62M0.24%+45613F-HRTimeline
RNC CAPITAL MANAGEMENT LLC50,667$4.62M0.22%+10,77213F-HRTimeline
Greenwich Wealth Management LLC50,492$4.61M0.22%new13F-HRTimeline
Dakota Wealth Management50,363$4.6M0.1%+6,76913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…50,131$4.57M0.02%+52313F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC50,017$4.56M0.17%+31313F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC50,000$4.56M0.64%+35,00013F-HRTimelineGroup
CW Advisors, LLC49,823$4.55M0.04%+29,46613F-HRTimeline
BOKF, NAin group BOKF, NA49,752$4.54M0.07%+22,91213F-HRTimelineGroup
Integrated Advisors Network LLC49,703$4.53M0.2%-6,65413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC49,648$4.53M0.14%new13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV49,369$4.5M2.28%-18213F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.49,072$4.48M2.99%-9,53613F-HRTimeline
First National Trust Co48,967$4.47M0.17%+3,49613F-HRTimeline
Southeast Asset Advisors, LLC48,857$4.46M0.53%+20313F-HRTimeline
IBEX WEALTH ADVISORS48,780$4.45M0.47%new13F-HRTimeline
SOL Capital Management CO48,656$4.44M0.43%-37013F-HRTimeline
Hunter Perkins Capital Management, LLC48,218$4.4M1.04%-5013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC44,697$4.38M2.8%+4613F-HRTimeline
TWIN CAPITAL MANAGEMENT INC47,869$4.37M0.46%-15813F-HRTimeline
ALERUS FINANCIAL NA47,712$4.35M0.31%+23,50413F-HRTimeline
JB Capital LLC47,689$4.35M0.21%-72013F-HRTimeline
Barnes Dennig Private Wealth Management…47,453$4.33M5.19%+66213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC47,253$4.31M0.78%-2,90313F-HRTimeline
Modus Advisors, LLC47,206$4.31M1.28%+39313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC47,177$4.3M0.75%+15013F-HRTimeline
SAM Advisors, LLC47,141$4.3M1.49%+8113F-HRTimeline
Malaga Cove Capital, LLC47,098$4.3M1.69%-78413F-HRTimeline
MGO ONE SEVEN LLC46,920$4.28M0.14%-4,23913F-HRTimeline
Andra AP-fonden46,803$4.27M0.06%new13F-HRTimeline
Community Financial Services Group, LLC46,626$4.25M0.85%-3,79713F-HRTimeline
TCW GROUP INCin group TCW GROUP INC46,241$4.22M0.03%+2,21813F-HRTimelineGroup
LS Investment Advisors, LLC45,787$4.18M0.61%+69213F-HRTimeline
OneDigital Investment Advisors LLC45,497$4.15M0.05%-1,61913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.45,242$4.13M0.63%+1,10513F-HRTimeline
East Coast Asset Management, LLC.44,916$4.1M1.36%+2713F-HRTimeline
MEANS INVESTMENT CO., INC.44,874$4.09M0.39%-2,08413F-HRTimeline
American Trust44,808$4.09M0.39%+2,00613F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…44,765$4.08M0.64%+42,60913F-HRTimeline
Oak Harvest Investment Services44,666$4.08M0.51%+2,71413F-HRTimeline
Sciencast Management LP44,649$4.07M0.84%new13F-HRTimeline
Trivium Point Advisory, LLC44,105$4.02M0.44%+9,41813F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding43,920$4.01M+8,908Timeline
Linscomb Wealth, Inc.43,776$3.99M0.18%+3,56213F-HRTimeline
180 WEALTH ADVISORS, LLC43,728$3.99M0.56%+85813F-HRTimeline
Buttonwood Financial Advisors Inc.43,479$3.97M1.59%-38813F-HRTimeline
AE Wealth Management LLC43,223$3.94M0.03%+1,89413F-HRTimeline
Victrix Investment Advisors42,936$3.92M1.73%-31213F-HRTimeline
Lantern Wealth Advisors, LLC60,189$3.91M2.33%13F-HRTimeline
HB Wealth Management, LLC42,841$3.91M0.03%-10,10513F-HRTimeline
Composition Wealth, LLC42,781$3.9M0.07%+88113F-HRTimeline
COURIER CAPITAL LLC42,746$3.9M0.24%-84113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.42,719$3.9M0.01%+1,06713F-HRTimelineGroup
MASTERINVEST Kapitalanlage GmbH42,480$3.88M0.41%13F-HR/ATimeline
Allworth Financial LP42,391$3.87M0.02%+9,26013F-HRTimeline
Mach-1 Financial Group, LLC42,367$3.87M1.13%-2,33513F-HRTimeline
Mengis Capital Management, Inc.42,255$3.86M0.82%-11,58713F-HRTimeline
Fiduciary Group, LLC42,068$3.84M0.36%-77013F-HRTimeline
Pine Haven Investment Counsel, Inc41,793$3.81M3%+11013F-HRTimeline
Red Spruce Capital, LLC41,717$3.81M1.65%-46313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd41,488$3.79M0.16%new13F-HRTimelineGroup
Goelzer Investment Management, Inc.41,021$3.74M0.21%-91513F-HRTimeline
QUADRANT CAPITAL GROUP LLC40,971$3.74M0.13%+7,80413F-HRTimeline
Sculati Wealth Management, LLC40,639$3.71M1.39%-42113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,173$3.71M<0.01%+15,58913F-HRTimelineGroup
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P40,600$3.7M0.37%013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd40,477$3.69M0.06%new13F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC40,370$3.68M0.67%+4,30613F-HRTimeline
MARVIN & PALMER ASSOCIATES INC40,111$3.66M3.14%-61513F-HRTimeline
Caption Management, LLC40,000$3.65M0.33%new13F-HRTimeline
Eagle Bluffs Wealth Management LLC39,976$3.65M1.74%-10113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,855$3.64M0.03%+11313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC39,516$3.6M0.03%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC40,058$3.6M0.43%+28,67013F-HR/ATimeline
Maia Wealth LLC39,431$3.6M0.69%-4,61913F-HRTimeline
EP Wealth Advisors, LLC39,425$3.6M0.02%+1,10113F-HRTimeline
Gotham Asset Management, LLC39,143$3.57M0.02%+7,98313F-HRTimeline
Stonebridge Capital Advisors LLC39,107$3.57M0.27%-2,29513F-HRTimeline
SGL Investment Advisors, Inc.38,716$3.56M1.69%-48913F-HRTimeline
Valeo Financial Advisors, LLC38,726$3.53M0.09%+12113F-HR/ATimeline
Parallel Advisors, LLC38,710$3.53M0.07%-56213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC38,675$3.53M0.03%+4,65913F-HRTimeline
Fearless Solutions, LLC dba Best Invest38,662$3.53M2.47%-15113F-HRTimeline
Nelson Capital Management, LLC38,632$3.52M0.47%+26013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,504$3.51M0.07%+78513F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding37,098$3.49M+2,198Timeline
GSA CAPITAL PARTNERS LLP38,080$3.47M0.24%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK38,055$3.47M0.02%-54113F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.37,853$3.45M0.3%+7,68813F-HRTimeline
INKWELL CAPITAL LLC37,746$3.44M3.69%-32413F-HRTimeline
CENTRAL BANK & TRUST CO37,291$3.4M0.56%-1,74013F-HRTimeline
Sepio Capital, LP37,151$3.39M0.24%-39613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC37,050$3.38M0.08%+17,24213F-HRTimeline
STABLEFORD CAPITAL II LLC34,825$3.38M1.27%-53813F-HRTimeline
Independent Advisor Alliance36,889$3.37M0.1%-2,21413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,869$3.36M+6,909Timeline
OSTRUM ASSET MANAGEMENT36,423$3.32M0.16%+6,10913F-HRTimeline
Resolute Capital Asset Partners LLC36,401$3.32M1.74%+6,40113F-HRTimeline
Bridgefront Capital, LLC36,332$3.31M0.88%+26,80213F-HRTimeline
HF Advisory Group, LLC36,203$3.3M1.31%-1,77013F-HRTimeline
Cascade Investment Advisors, Inc.35,950$3.28M2.11%-1,43513F-HRTimeline
Annandale Capital, LLC35,848$3.27M0.6%-13,90013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC35,800$3.27M0.21%-56013F-HRTimeline
GM Advisory Group, LLC35,776$3.26M0.16%+3,22813F-HRTimeline
Summit Financial, LLC35,577$3.25M0.07%+97913F-HRTimeline
WEBSTER BANK, N. A.35,462$3.24M0.33%-40613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT35,352$3.23M0.63%+1,90413F-HRTimeline
Resonant Capital Advisors, LLC35,219$3.21M0.21%+2,74113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC35,124$3.2M0.98%-19,61013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding35,111$3.2M+326Timeline
Quantitative Investment Management, LLC35,007$3.19M0.43%+21,18113F-HRTimeline
Roundview Capital LLC34,983$3.19M0.21%-63,32113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC34,943$3.19M0.04%-18,60213F-HRTimeline
K.J. Harrison & Partners Inc34,943$3.19M0.53%-20,00013F-HRTimeline
Vestcor Inc34,911$3.19M0.1%+1,75113F-HRTimeline
Illinois Municipal Retirement Fund34,713$3.17M0.04%+8,89513F-HRTimeline
Choate Investment Advisors34,475$3.15M0.07%-1,55113F-HRTimeline
GILL CAPITAL PARTNERS, LLC34,280$3.13M1.01%-4,51413F-HRTimeline
Plato Investment Management Ltd34,275$3.12M0.23%+3,43113F-HRTimeline
Fieldview Capital Management, LLC34,144$3.12M0.47%new13F-HRTimeline
Q3 Asset Management34,070$3.11M1.1%new13F-HRTimeline
Compass Wealth Management LLC34,003$3.1M0.74%-26413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.34,002$3.1M1.11%+4,06113F-HRTimeline
NJ State Employees Deferred Compensatio…33,800$3.08M0.36%013F-HRTimeline
Main Street Research LLC33,617$3.07M0.19%-1,79913F-HRTimeline
Harfst & Associates, Inc.33,617$3.07M0.63%-10,02313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC33,526$3.06M0.24%-1,71713F-HR/ATimeline
IFG Advisory, LLC33,515$3.06M0.15%+30113F-HRTimeline
Chemistry Wealth Management LLC33,416$3.05M0.65%-20613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL33,084$3.02M0.07%-3,90513F-HRTimeline
GPM Growth Investors, Inc.33,069$3.02M1.2%-81113F-HRTimeline
111 Capital32,619$2.98M0.51%new13F-HRTimeline
HighPoint Advisor Group LLC32,564$2.97M0.16%-43713F-HRTimeline
GROUPAMA ASSET MANAGMENT32,954$2.97M0.05%-3,19513F-HRTimeline
Kozak & Associates, Inc.32,107$2.96M0.6%-77613F-HRTimeline
Sterling Investment Advisors, Ltd.32,421$2.96M0.65%-3213F-HRTimeline
Scott & Selber, Inc.32,410$2.96M0.82%+29213F-HRTimeline
GAMMA Investing LLC32,253$2.94M0.19%+5,13113F-HRTimeline
BEACON FINANCIAL GROUP32,240$2.94M0.31%-5513F-HRTimeline
POWER WEALTH MANAGEMENT LLC32,224$2.94M1.13%-1,45013F-HRTimeline
Finer Wealth Management, Inc.31,939$2.91M1.56%+1,20613F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC31,844$2.91M0.26%-4913F-HRTimelineGroup
Strata Wealth Advisors, LLC31,817$2.9M0.8%+5313F-HRTimeline
V-Square Quantitative Management LLC31,807$2.9M0.39%+2,65913F-HRTimeline
CRUX WEALTH ADVISORS31,422$2.87M1.22%+7,80713F-HRTimeline
Anchor Investment Management, LLC31,336$2.86M0.25%+1,84913F-HRTimeline
BRIGHTON JONES LLC31,181$2.84M0.08%+6,32513F-HRTimeline
Mraz, Amerine & Associates, Inc.31,122$2.84M0.46%-5013F-HRTimeline
CWA Asset Management Group, LLC31,105$2.84M0.12%+1,68913F-HRTimeline
Carmel Capital Partners, LLC31,094$2.84M0.99%+1,95313F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC31,033$2.83M2.31%+1,66513F-HRTimeline
Coastline Trust Co30,989$2.83M0.32%-4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chaney Capital Management, Inc.30,859$2.82M1.1%+2913F-HRTimeline
Bard Financial Services, Inc.30,775$2.81M0.34%-50013F-HRTimeline
Global Retirement Partners, LLC30,701$2.8M0.07%13F-HRTimeline
O'Neil Global Advisors, Inc.30,664$2.8M0.64%new13F-HRTimeline