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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,133 managers (2,176 13F filers) reported a position in SCHW shares at 2025-09-30, 1,458,727,889 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers
2,133
13F filers
2,176
New
155
Added
933
Reduced
763
Sold out
117
Shares held by filers
1,458,727,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Permanens Capital L.P.62,587$5.98M0.89%+1,24613F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC62,500$5.97M0.9%+12,50013F-HRTimelineGroup
AG2R LA MONDIALE GESTION D'ACTIFS64,291$5.87M0.3%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.61,347$5.86M0.21%+2,31213F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd61,176$5.84M0.22%+35,86013F-HRTimelineGroup
Perkins Coie Trust Co61,061$5.83M1.1%+3,61213F-HRTimeline
LGT Group Foundationin group LGT Group Foundation63,034$5.81M0.07%-2,78213F-HRTimelineGroup
LINCOLN CAPITAL CORP60,685$5.79M2.08%-1,65813F-HRTimeline
Lincoln Capital LLC61,205$5.76M1.08%-35513F-HRTimeline
Siemens Fonds Invest GmbH60,201$5.75M0.31%-2,17813F-HRTimeline
Lantern Wealth Advisors, LLC60,303$5.73M3.04%+11413F-HRTimeline
BOKF, NAin group BOKF, NA59,628$5.69M0.09%+9,87613F-HRTimelineGroup
CenterBook Partners LP59,395$5.67M0.28%+36,00213F-HRTimeline
William Allan Corp59,072$5.64M3.16%-99313F-HRTimeline
CONDOR CAPITAL MANAGEMENT58,794$5.61M0.46%-99013F-HRTimeline
Hamilton Capital Partners Inc.58,092$5.55M0.23%-2,84313F-HRTimeline
Merit Financial Group, LLC57,860$5.52M0.05%+3,19013F-HR/ATimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.57,637$5.5M0.2%+2,10113F-HRTimelineGroup
DLK Investment Management, LLC57,187$5.46M2.06%-1,73213F-HRTimeline
Aigen Investment Management, LP57,070$5.45M0.84%-3,79413F-HRTimeline
Lombard Odier Asset Management (Switzer…57,034$5.45M0.25%+1,66013F-HRTimeline
Plato Investment Management Ltd57,039$5.4M0.37%+22,76413F-HRTimeline
Seneca House Advisors56,520$5.4M2.18%-4,05113F-HRTimeline
HB Wealth Management, LLC56,358$5.38M0.04%+13,51713F-HRTimeline
Harrington Investments, INC56,273$5.37M2.68%-28013F-HRTimeline
PITTENGER & ANDERSON INC55,547$5.3M0.19%+17013F-HRTimeline
Headlands Technologies LLC55,476$5.3M0.42%+46,11613F-HRTimeline
BAILARD, INC.55,418$5.29M0.11%-86913F-HRTimeline
ICICI Prudential Asset Management Co Ltd55,080$5.26M0.56%013F-HRTimeline
Illinois Municipal Retirement Fund55,034$5.25M0.07%+20,32113F-HRTimeline
Intrinsic Value Partners, LLC54,903$5.24M4.24%-38013F-HRTimeline
MGO ONE SEVEN LLC54,633$5.22M0.12%+7,71313F-HRTimeline
FIRST AMERICAN BANK53,971$5.15M0.32%+83213F-HRTimeline
Prospera Financial Services Inc53,689$5.13M0.09%+65213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,582$5.11M<0.01%+12,40913F-HRTimelineGroup
CONNING INC.in group CONNING INC.53,247$5.08M0.17%+1,42113F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP53,093$5.07M0.2%013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)53,049$5.06M1.78%-1,80113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC52,916$5.05M0.15%-36213F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC52,745$5.04M2.6%-10513F-HRTimeline
Laird Norton Wetherby Wealth Management…52,564$5.02M0.2%-5,33913F-HRTimeline
Caprock Group, LLC51,937$4.98M0.12%13F-HRTimeline
MASTERINVEST Kapitalanlage GmbH52,056$4.97M0.48%+9,57613F-HRTimeline
IBEX WEALTH ADVISORS51,820$4.95M0.47%+3,04013F-HRTimeline
Allworth Financial LP51,752$4.94M0.02%+9,36113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC51,734$4.94M0.04%+12,21813F-HRTimelineGroup
GREENLEAF TRUST51,547$4.92M0.04%-1,69613F-HRTimeline
Empirical Finance, LLC51,248$4.89M0.23%+58013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC51,155$4.88M0.22%+48813F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.51,013$4.87M2.99%+1,94113F-HRTimeline
Coppell Advisory Solutions LLC50,222$4.87M0.52%+10,16413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…50,847$4.85M0.02%+71613F-HRTimelineGroup
ALGERT GLOBAL LLC50,726$4.84M0.08%-5,92913F-HR/ATimeline
Trivium Point Advisory, LLC49,999$4.77M0.49%+5,89413F-HRTimeline
American Trust Investment Advisors, LLC49,941$4.77M2.46%-1,37613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC49,449$4.72M0.16%-56813F-HRTimeline
Y-Intercept (Hong Kong) Ltd49,441$4.72M0.11%-39,92613F-HRTimeline
SOL Capital Management CO49,366$4.71M0.42%+71013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV49,319$4.71M2.19%-5013F-HRTimeline
Southeast Asset Advisors, LLC49,191$4.7M0.51%+33413F-HRTimeline
Hixon Zuercher, LLC49,044$4.68M1.43%-1,66313F-HRTimeline
Dorsey & Whitney Trust CO LLC48,806$4.66M0.25%-6,67113F-HRTimeline
ALERUS FINANCIAL NA48,683$4.65M0.24%+97113F-HRTimeline
MONTAG A & ASSOCIATES INC48,616$4.64M0.21%-5,72513F-HRTimeline
Strategic Global Advisors, LLC48,518$4.63M0.7%new13F-HRTimeline
Integrated Advisors Network LLC48,471$4.63M0.19%-1,23213F-HRTimeline
Hunter Perkins Capital Management, LLC48,170$4.6M1.02%-4813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC47,886$4.57M0.89%new13F-HRTimeline
LS Investment Advisors, LLC47,878$4.57M0.64%+2,09113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management47,708$4.55M0.05%-6,40513F-HRTimelineGroup
Modus Advisors, LLC47,439$4.53M1.23%+23313F-HRTimeline
Gotham Asset Management, LLC47,040$4.49M0.02%+7,89713F-HRTimeline
Oak Harvest Investment Services46,993$4.49M0.52%+2,32713F-HRTimeline
Malaga Cove Capital, LLC46,798$4.47M1.62%-30013F-HRTimeline
SAM Advisors, LLC46,319$4.42M1.43%-82213F-HRTimeline
Vestcor Inc46,044$4.4M0.13%+11,13313F-HRTimeline
MUFG SECURITIES AMERICAS INC.46,013$4.39M0.28%+8,16013F-HRTimeline
Community Financial Services Group, LLC45,554$4.35M0.8%-1,07213F-HRTimeline
Wilmington Savings Fund Society, FSB45,456$4.34M0.1%-28,37713F-HR/ATimeline
Leelyn Smith, LLC45,370$4.33M0.65%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.45,212$4.32M0.62%-3013F-HRTimeline
JB Capital LLC45,186$4.31M0.19%-2,50313F-HRTimeline
East Coast Asset Management, LLC.44,892$4.29M1.34%-2413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC44,751$4.27M0.67%-2,50213F-HRTimeline
Linscomb Wealth, Inc.44,228$4.22M0.18%+45213F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP44,128$4.21M0.26%-52,31513F-HR/ATimelineGroup
American Trust43,970$4.2M0.35%-83813F-HRTimeline
Barnes Dennig Private Wealth Management…43,867$4.19M4.5%-3,58613F-HRTimeline
Victrix Investment Advisors43,838$4.19M2.29%+90213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.43,806$4.18M0.02%+1,08713F-HRTimelineGroup
SOMERVILLE KURT F43,793$4.18M0.69%+19,42513F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC44,232$4.18M2.48%-46513F-HRTimeline
180 WEALTH ADVISORS, LLC43,480$4.15M0.51%-24813F-HRTimeline
OneDigital Investment Advisors LLC43,386$4.14M0.04%-2,11113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC43,381$4.14M1.08%+8,25713F-HRTimeline
Buttonwood Financial Advisors Inc.42,979$4.1M1.41%-50013F-HRTimeline
Composition Wealth, LLC42,846$4.09M0.06%+6513F-HRTimeline
MEANS INVESTMENT CO., INC.42,321$4.04M0.35%-2,55313F-HRTimeline
COURIER CAPITAL LLC41,913$4M0.23%-83313F-HRTimeline
Mengis Capital Management, Inc.41,906$4M0.79%-34913F-HRTimeline
Fiduciary Group, LLC41,595$3.97M0.35%-47313F-HRTimeline
Red Spruce Capital, LLC41,546$3.97M1.62%-17113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK41,496$3.96M0.02%+3,44113F-HRTimelineGroup
Pine Haven Investment Counsel, Inc41,438$3.96M2.86%-35513F-HRTimeline
Parallel Advisors, LLC41,292$3.94M0.07%+2,58213F-HRTimeline
QUADRANT CAPITAL GROUP LLC41,261$3.94M0.13%+29013F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding41,108$3.92M-2,812Timeline
Ashton Thomas Private Wealth, LLC40,503$3.87M0.1%+12,30813F-HRTimeline
Eagle Bluffs Wealth Management LLC40,494$3.87M1.67%+51813F-HRTimeline
GS Investments, Inc.40,488$3.87M1.91%-14,96713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…40,484$3.87M0.56%-4,28113F-HRTimeline
Goelzer Investment Management, Inc.40,455$3.86M0.2%-56613F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…40,340$3.85M0.14%-49,23713F-HRTimelineGroup
Sculati Wealth Management, LLC40,322$3.85M1.36%-31713F-HRTimeline
Sepio Capital, LP40,237$3.84M0.23%+3,08613F-HRTimeline
THREADGILL FINANCIAL, LLC40,131$3.83M1.86%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC40,131$3.83M0.07%+1,62713F-HRTimelineGroup
Stonebridge Capital Advisors LLC39,305$3.75M0.27%+19813F-HRTimeline
Independent Advisor Alliance39,217$3.74M0.1%+2,32813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC39,169$3.74M0.03%+49413F-HRTimeline
GeoWealth Management, LLC39,143$3.74M0.14%+24,29513F-HRTimeline
Nelson Capital Management, LLC39,009$3.72M0.44%+37713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC38,712$3.7M0.08%+1,66213F-HRTimeline
Fearless Solutions, LLC dba Best Invest38,620$3.69M2.36%-4213F-HRTimeline
SGL Investment Advisors, Inc.39,461$3.68M1.53%+74513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC38,443$3.67M0.46%-9,42613F-HRTimeline
Patriot Financial Group Insurance Agenc…38,173$3.64M0.47%-16,80613F-HRTimeline
Summit Financial, LLC38,034$3.63M0.06%+2,45713F-HRTimeline
GROUPAMA ASSET MANAGMENT37,753$3.6M0.05%+4,79913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding37,874$3.58M+776Timeline
INKWELL CAPITAL LLC37,295$3.56M3.63%-45113F-HRTimeline
Secure Asset Management, LLC38,594$3.56M0.59%+9,17913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.37,286$3.56M0.01%+8,49713F-HRTimelineGroup
HF Advisory Group, LLC37,162$3.55M1.3%+95913F-HRTimeline
CENTAURUS FINANCIAL, INC.37,155$3.55M0.17%+10,99413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.37,139$3.55M1.17%+3,13713F-HRTimeline
CENTRAL BANK & TRUST CO37,127$3.54M0.56%-16413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,788$3.51M-81Timeline
Dakota Wealth Management36,653$3.5M0.07%-13,71013F-HR/ATimeline
Valeo Financial Advisors, LLC36,644$3.5M0.08%-2,08213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC36,260$3.46M0.03%+1,31713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT36,224$3.46M0.64%+87213F-HRTimeline
Centiva Capital, LP36,095$3.45M0.32%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC35,800$3.42M0.2%013F-HRTimeline
BRIGHTON JONES LLC35,717$3.41M0.08%+4,53613F-HRTimeline
Cascade Investment Advisors, Inc.35,585$3.4M2.06%-36513F-HRTimeline
Campbell & CO Investment Adviser LLC35,400$3.38M0.26%-37,82213F-HRTimeline
GM Advisory Group, LLC35,084$3.35M0.14%-69213F-HRTimeline
GAMMA Investing LLC35,041$3.35M0.18%+2,78813F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC35,000$3.34M0.74%+15,00013F-HRTimeline
Roundview Capital LLC34,914$3.33M0.21%-6913F-HRTimeline
OSTRUM ASSET MANAGEMENT34,889$3.33M0.15%-1,53413F-HRTimeline
STABLEFORD CAPITAL II LLC34,883$3.33M1.2%+5813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG34,707$3.31M0.05%new13F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC34,707$3.31M0.51%-12,47013F-HRTimeline
Edgestream Partners, L.P.34,686$3.31M0.1%+21,21913F-HRTimeline
CRUX WEALTH ADVISORS34,666$3.31M1.31%+3,24413F-HRTimeline
Choate Investment Advisors34,640$3.31M0.07%+16513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding34,430$3.29M-681Timeline
WEBSTER BANK, N. A.34,369$3.28M0.32%-1,09313F-HRTimeline
Main Street Research LLC34,098$3.26M0.18%+48113F-HRTimeline
GILL CAPITAL PARTNERS, LLC34,058$3.25M0.99%-22213F-HRTimeline
Maia Wealth LLC33,987$3.25M0.55%-5,44413F-HRTimeline
V-Square Quantitative Management LLC33,859$3.23M0.55%+2,05213F-HRTimeline
Resonant Capital Advisors, LLC33,829$3.23M0.19%-1,39013F-HRTimeline
NJ State Employees Deferred Compensatio…33,800$3.23M0.36%013F-HRTimeline
IFG Advisory, LLC33,780$3.23M0.15%+26513F-HRTimeline
Harfst & Associates, Inc.33,724$3.22M0.59%+10713F-HRTimeline
GPM Growth Investors, Inc.33,678$3.22M1.24%+60913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC33,674$3.21M0.04%+4,79113F-HRTimeline
Chemistry Wealth Management LLC33,424$3.19M0.62%+813F-HRTimeline
Compass Wealth Management LLC33,365$3.19M0.71%-63813F-HRTimeline
HighPoint Advisor Group LLC32,867$3.14M0.15%+30313F-HRTimeline
Anchor Investment Management, LLC32,857$3.14M0.26%+1,52113F-HRTimeline
MUFG Securities EMEA plc32,660$3.12M0.08%+27,61313F-HRTimeline
Aaron Wealth Advisors LLC32,625$3.11M0.19%+13,81113F-HRTimeline
BEACON FINANCIAL GROUP32,346$3.09M0.3%+10613F-HRTimeline
Sterling Investment Advisors, Ltd.32,221$3.08M0.6%-20013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC32,176$3.07M0.08%new13F-HR/ATimelineGroup
D L CARLSON INVESTMENT GROUP INC32,172$3.07M0.52%-8,19813F-HRTimeline
Entropy Technologies, LP32,110$3.07M0.23%-110,59813F-HRTimeline
Scott & Selber, Inc.32,060$3.06M0.78%-35013F-HR/ATimeline
Finer Wealth Management, Inc.32,004$3.06M1.52%+6513F-HRTimeline
Strata Wealth Advisors, LLC31,817$3.04M0.8%013F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC31,702$3.03M0.26%-14213F-HRTimelineGroup
TWIN CITY PRIVATE WEALTH, LLC31,681$3.02M2.36%+64813F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding21,332$3.01M+21,306Timeline
DRW Securities, LLC31,400$3M0.15%-37,07813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC31,258$2.98M0.07%+14,64913F-HRTimeline
Chaney Capital Management, Inc.31,186$2.98M1.06%+32713F-HRTimeline
Mraz, Amerine & Associates, Inc.31,122$2.97M0.46%013F-HRTimeline
CWA Asset Management Group, LLC31,087$2.97M0.11%-1813F-HRTimeline
R Squared Ltd30,921$2.95M1.27%+17,92713F-HRTimeline
Global Retirement Partners, LLC30,817$2.94M0.07%+11613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding30,569$2.92M+2,236Timeline
Krilogy Financial LLC31,101$2.91M0.11%+6,77113F-HRTimeline
Coastline Trust Co30,300$2.89M0.31%-68913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LECAP ASSET MANAGEMENT LTD30,273$2.89M1%+7,96113F-HRTimeline
Capital Investment Advisory Services, L…30,143$2.88M0.23%-46613F-HRTimeline
Bard Financial Services, Inc.30,025$2.87M0.31%-75013F-HRTimeline