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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,285 managers (2,334 13F filers) reported a position in SCHW shares at 2025-12-31, 1,456,288,068 shares in all. 149 filers opened a position and 96 filers sold out during the quarter.

Managers
2,285
13F filers
2,334
New
149
Added
945
Reduced
831
Sold out
96
Shares held by filers
1,456,288,068

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PRENTISS SMITH & CO INC67,642$6.76M4.04%-29613F-HRTimeline
Siemens Fonds Invest GmbH66,802$6.72M0.36%+6,60113F-HRTimeline
Twin Lakes Capital Management, LLC66,476$6.64M2.95%+14013F-HRTimeline
Investment Research & Advisory Group, I…66,102$6.6M2.19%-58413F-HRTimeline
Quantitative Investment Management, LLC65,917$6.58M0.64%new13F-HRTimeline
Sendero Wealth Management, LLC65,662$6.56M0.73%-6,63813F-HRTimeline
SOMERVILLE KURT F65,555$6.55M1.11%+21,76213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management65,102$6.5M0.22%-2,12713F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE65,091$6.5M0.56%-5,60313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.64,983$6.49M0.04%-3,82213F-HRTimelineGroup
ALGERT GLOBAL LLC64,426$6.44M0.1%+13,70013F-HR/ATimeline
THOMPSON SIEGEL & WALMSLEY LLC63,728$6.37M0.11%-3,19213F-HRTimeline
Legal Advantage Investments, Inc.63,560$6.35M2.94%-1,50013F-HRTimeline
Farther Finance Advisors, LLC63,384$6.33M0.07%+44,10913F-HRTimeline
LaFleur & Godfrey LLC63,232$6.32M0.76%-5,98813F-HRTimeline
Oliver Luxxe Assets LLC63,161$6.31M0.96%-1,76913F-HRTimeline
Hennion & Walsh Asset Management, Inc.62,835$6.28M0.22%+1,48813F-HRTimeline
Hamilton Capital Partners Inc.61,203$6.11M0.22%+3,11113F-HRTimeline
WRIGHT INVESTORS SERVICE INC61,075$6.1M1.83%+36,17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orange Investment Advisors, Inc.60,798$6.07M0.67%-6,01413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.60,547$6.05M0.03%+16,74113F-HRTimelineGroup
LINCOLN CAPITAL CORP60,344$6.03M2.14%-34113F-HRTimeline
Dana Investment Advisors, Inc.60,131$6.01M0.17%+39,43913F-HRTimeline
Lincoln Capital LLC60,073$6M1.09%-1,13213F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd60,012$6M0.21%-1,16413F-HRTimelineGroup
HB Wealth Management, LLC59,594$5.95M0.04%+3,23613F-HRTimeline
ALERUS FINANCIAL NA59,143$5.91M0.29%+10,46013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.59,099$5.9M0.13%-66,53513F-HRTimelineGroup
North Dakota State Investment Board58,531$5.85M0.22%13F-HRTimeline
Trivium Point Advisory, LLC58,453$5.84M0.59%+8,45413F-HRTimeline
CONDOR CAPITAL MANAGEMENT58,415$5.84M0.47%-37913F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.58,306$5.83M0.2%+66913F-HRTimelineGroup
Perkins Coie Trust Co58,224$5.82M1.08%-2,83713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.57,414$5.74M0.1%-62,24613F-HRTimelineGroup
William Allan Corp57,389$5.73M3.25%-1,68313F-HRTimeline
Oak Harvest Investment Services57,387$5.73M0.63%+10,39413F-HRTimeline
Plato Investment Management Ltd57,039$5.73M0.37%013F-HRTimeline
DLK Investment Management, LLC57,092$5.7M2.12%-9513F-HRTimeline
Coppell Advisory Solutions LLC56,634$5.69M0.56%+6,41213F-HRTimeline
PITTENGER & ANDERSON INC56,917$5.69M0.22%+1,37013F-HRTimeline
CONNING INC.in group CONNING INC.56,862$5.68M0.19%+3,61513F-HRTimelineGroup
Harrington Investments, INC56,657$5.66M2.84%+38413F-HRTimeline
Krilogy Financial LLC54,690$5.63M0.19%+23,58913F-HRTimeline
LGT Group Foundationin group LGT Group Foundation55,876$5.62M0.06%-7,15813F-HRTimelineGroup
Independent Advisor Alliance55,111$5.51M0.13%+15,89413F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI55,092$5.5M0.11%+37,80713F-HRTimeline
BOKF, NAin group BOKF, NA55,012$5.5M0.08%-4,61613F-HRTimelineGroup
Resolute Capital Asset Partners LLC55,000$5.5M2.65%-25,00013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54,992$5.5M0.15%+2,07613F-HR/ATimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC54,715$5.47M0.79%+20,00813F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC54,522$5.45M0.05%+2,78813F-HRTimelineGroup
FIRST AMERICAN BANK54,005$5.4M0.33%+3413F-HRTimeline
BAILARD, INC.53,166$5.31M0.12%-2,25213F-HRTimeline
IBEX WEALTH ADVISORS53,093$5.3M0.52%+1,27313F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.52,825$5.28M3.11%+1,81213F-HRTimeline
Intrinsic Value Partners, LLC52,455$5.24M3.93%-2,44813F-HRTimeline
MASTERINVEST Kapitalanlage GmbH52,056$5.23M0.5%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…52,382$5.23M0.02%+1,53513F-HRTimelineGroup
Wealthspire Advisors, LLC52,336$5.23M0.04%-26,68013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC52,153$5.21M0.31%13F-HRTimeline
Cardinal Point Capital Management ULC52,034$5.2M0.34%new13F-HRTimeline
Prospera Financial Services Inc51,702$5.17M0.08%-1,98713F-HRTimeline
GREENLEAF TRUST51,172$5.11M0.05%-37513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC51,032$5.1M1.23%+7,65113F-HRTimeline
American Trust Investment Advisors, LLC50,913$5.09M2.72%+97213F-HRTimeline
Allworth Financial LP50,741$5.07M0.02%-1,01113F-HRTimeline
RNC CAPITAL MANAGEMENT LLC50,701$5.07M0.23%-45413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC50,679$5.06M0.91%+2,79313F-HRTimeline
IFP Advisors, Inc50,485$5.04M0.11%+29,78513F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC50,000$5M0.89%-12,50013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management49,475$4.94M0.06%+1,76713F-HRTimelineGroup
Hixon Zuercher, LLC49,396$4.94M1.5%+35213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC49,353$4.93M0.16%-9613F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV49,262$4.92M2.24%-5713F-HRTimeline
Empirical Finance, LLC49,167$4.91M0.23%-2,08113F-HRTimeline
Southeast Asset Advisors, LLC48,994$4.89M0.46%-19713F-HRTimeline
TD Waterhouse Canada Inc.48,697$4.87M0.03%+41,95613F-HRTimeline
SOL Capital Management CO48,666$4.86M0.44%-70013F-HRTimeline
Lombard Odier Asset Management (Switzer…48,534$4.85M0.21%-8,50013F-HRTimeline
LS Investment Advisors, LLC48,405$4.84M0.68%+52713F-HRTimeline
Hunter Perkins Capital Management, LLC48,086$4.8M1.11%-8413F-HRTimeline
Leelyn Smith, LLC47,784$4.77M0.69%+2,41413F-HRTimeline
PEAK6 LLCin group PEAK6 LLC47,625$4.76M0.13%+15,44913F-HR/ATimelineGroup
Strategic Global Advisors, LLC47,468$4.74M0.73%-1,05013F-HRTimeline
Dorsey & Whitney Trust CO LLC47,103$4.71M0.25%-1,70313F-HRTimeline
ICICI Prudential Asset Management Co Ltd47,080$4.7M0.55%-8,00013F-HRTimeline
Skylands Capital, LLC47,000$4.7M0.64%+19,45013F-HRTimeline
Rossmore Private Capital46,684$4.66M0.42%+18,98413F-HRTimeline
Seneca House Advisors46,595$4.66M1.74%-9,92513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK46,413$4.64M0.03%+4,91713F-HRTimelineGroup
Composition Wealth, LLC46,133$4.61M0.07%+3,28713F-HRTimeline
Linscomb Wealth, Inc.46,104$4.61M0.19%+1,87613F-HRTimeline
HighPoint Advisor Group LLC46,080$4.6M0.1%+13,21313F-HRTimeline
Trexquant Investment LP45,985$4.59M0.04%-165,68613F-HRTimeline
Gotham Asset Management, LLC45,911$4.59M0.02%-1,12913F-HRTimeline
TCW GROUP INCin group TCW GROUP INC45,799$4.58M0.03%+25,76713F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC45,419$4.54M0.17%-36,98513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC45,385$4.53M2.55%-7,36013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.45,277$4.52M0.64%+6513F-HRTimeline
East Coast Asset Management, LLC.44,986$4.49M1.32%+9413F-HRTimeline
Malaga Cove Capital, LLC44,931$4.49M1.55%-1,86713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC44,888$4.48M0.63%+13713F-HRTimeline
MONTAG A & ASSOCIATES INC44,653$4.46M0.2%-3,96313F-HRTimeline
Wilmington Savings Fund Society, FSB44,591$4.46M0.1%-86513F-HRTimeline
SAM Advisors, LLC44,560$4.45M1.41%-1,75913F-HRTimeline
Community Financial Services Group, LLC43,811$4.38M0.8%-1,74313F-HRTimeline
180 WEALTH ADVISORS, LLC43,563$4.35M0.5%+8313F-HRTimeline
American Trust43,470$4.34M0.37%-50013F-HRTimeline
Victrix Investment Advisors43,408$4.34M1.68%-43013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP43,137$4.31M0.16%-9,95613F-HRTimeline
Gillson Capital LP43,100$4.31M0.28%new13F-HRTimeline
Vest Financial, LLC42,955$4.29M0.05%+14,45313F-HRTimeline
Oakmont Investment Advisors, Inc.42,628$4.26M3.12%13F-HRTimeline
Buttonwood Financial Advisors Inc.42,412$4.24M1.41%-56713F-HRTimeline
E. Ohman J:or Asset Management AB42,400$4.24M0.1%new13F-HRTimeline
Red Spruce Capital, LLC42,371$4.23M1.69%+82513F-HRTimeline
Lantern Wealth Advisors, LLC42,332$4.23M2.25%-17,97113F-HRTimeline
Patriot Financial Group Insurance Agenc…42,217$4.22M0.5%+4,04413F-HRTimeline
Goelzer Investment Management, Inc.41,916$4.19M0.19%+1,46113F-HRTimeline
Eagle Bluffs Wealth Management LLC41,730$4.17M1.69%+1,23613F-HRTimeline
COURIER CAPITAL LLC41,709$4.17M0.23%-20413F-HRTimeline
Barnes Dennig Private Wealth Management…41,620$4.16M4.18%-2,24713F-HRTimeline
PUZO MICHAEL J41,485$4.14M1.13%+17,58213F-HRTimeline
QUADRANT CAPITAL GROUP LLC41,406$4.14M0.12%+14513F-HRTimeline
Marble Wealth, LLC41,400$4.14M0.57%13F-HRTimeline
Pine Haven Investment Counsel, Inc41,313$4.13M2.94%-12513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC41,250$4.12M0.07%+1,11913F-HRTimelineGroup
Mengis Capital Management, Inc.41,181$4.11M0.73%-72513F-HRTimeline
SGL Investment Advisors, Inc.40,138$4.09M1.64%+67713F-HRTimeline
OneDigital Investment Advisors LLC40,941$4.09M0.04%-2,44513F-HRTimeline
Fiduciary Group, LLC40,676$4.06M0.34%-91913F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC39,814$4.06M2.44%-4,41813F-HRTimeline
Parallel Advisors, LLC40,482$4.04M0.07%-81013F-HRTimeline
Vestcor Inc40,478$4.04M0.12%-5,56613F-HRTimeline
Clean Yield Group40,449$4.04M1.12%+13,10013F-HRTimeline
MEANS INVESTMENT CO., INC.40,397$4.04M0.34%-1,92413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.40,334$4.03M1.28%+3,19513F-HRTimeline
JB Capital LLC40,167$4.01M0.16%-5,01913F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…40,077$4M0.57%-40713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)40,034$4M1.33%-13,01513F-HRTimeline
Sculati Wealth Management, LLC39,930$3.99M1.41%-39213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.39,874$3.98M0.01%+2,58813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC39,770$3.97M0.1%-73313F-HRTimeline
Secure Asset Management, LLC39,693$3.97M0.62%+1,09913F-HRTimeline
Cinctive Capital Management LP39,346$3.93M0.23%new13F-HRTimeline
Sepio Capital, LP38,865$3.88M0.21%-1,37213F-HRTimeline
Stonebridge Capital Advisors LLC38,781$3.87M0.27%-52413F-HRTimeline
Bedell Frazier Investment Counselling, …38,706$3.87M0.75%new13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT38,564$3.85M0.73%+2,34013F-HRTimeline
GeoWealth Management, LLC38,421$3.84M0.14%-72213F-HRTimeline
Nelson Capital Management, LLC38,369$3.83M0.45%-64013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding37,841$3.83M-33Timeline
TD PRIVATE CLIENT WEALTH LLC38,272$3.82M0.08%-44013F-HRTimeline
Graham Capital Management, L.P.38,255$3.82M0.13%+16,94313F-HRTimeline
Kingsview Wealth Management, LLC38,245$3.82M0.06%+32,59813F-HRTimeline
Anchor Investment Management, LLC38,227$3.82M0.31%+5,37013F-HRTimeline
Fearless Solutions, LLC dba Best Invest38,181$3.81M2.31%-43913F-HRTimeline
STABLEFORD CAPITAL II LLC38,137$3.81M1.38%+3,25413F-HRTimeline
Summit Financial, LLC38,134$3.81M0.06%+10013F-HRTimeline
GAMMA Investing LLC37,983$3.79M0.19%+2,94213F-HRTimeline
TWIN CAPITAL MANAGEMENT INC37,955$3.79M0.47%-48813F-HRTimeline
Heritage Wealth Advisors37,927$3.79M0.14%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,803$3.78M+1,015Timeline
HF Advisory Group, LLC37,601$3.76M1.31%+43913F-HR/ATimeline
Dakota Wealth Management37,564$3.75M0.07%+91113F-HR/ATimeline
Global Retirement Partners, LLC37,531$3.75M0.07%+6,71413F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding37,479$3.74M-3,629Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC37,438$3.74M0.09%+6,18013F-HRTimeline
GS Investments, Inc.37,420$3.74M2.03%-3,06813F-HRTimeline
INKWELL CAPITAL LLC36,930$3.69M3.75%-36513F-HRTimeline
Aaron Wealth Advisors LLC36,896$3.69M0.21%+4,27113F-HRTimeline
CENTRAL BANK & TRUST CO36,627$3.66M0.57%-50013F-HRTimeline
Florida Trust Wealth Management Co36,594$3.66M0.1%+10,68313F-HRTimeline
Annandale Capital, LLC35,848$3.58M0.58%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC35,800$3.58M0.21%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC35,309$3.53M0.03%-95113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC35,293$3.53M0.03%-3,87613F-HRTimeline
Valeo Financial Advisors, LLC35,031$3.5M0.08%-1,61313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG35,004$3.5M0.06%+29713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,827$3.48M0.07%+5,55613F-HRTimelineGroup
Carmel Capital Partners, LLC34,821$3.48M1.22%+10,51913F-HRTimeline
V-Square Quantitative Management LLC34,663$3.46M0.36%+80413F-HRTimeline
WEBSTER BANK, N. A.34,661$3.46M0.32%+29213F-HRTimeline
Bleakley Financial Group, LLC34,607$3.46M0.06%+5,69513F-HRTimeline
CRUX WEALTH ADVISORS34,558$3.45M1.28%-10813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding34,514$3.45M+84Timeline
Resonant Capital Advisors, LLC34,458$3.44M0.19%+62913F-HRTimeline
GROUPAMA ASSET MANAGMENT34,310$3.43M0.05%-3,44313F-HRTimeline
Cascade Investment Advisors, Inc.34,155$3.41M2.01%-1,43013F-HRTimeline
IFG Advisory, LLC34,064$3.4M0.15%+28413F-HRTimeline
Choate Investment Advisors33,995$3.4M0.07%-64513F-HRTimeline
GILL CAPITAL PARTNERS, LLC33,663$3.36M1.02%-39513F-HRTimeline
Machina Capital S.A.S.33,621$3.36M0.64%+14,68913F-HRTimeline
Chemistry Wealth Management LLC33,499$3.35M0.63%+7513F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC33,340$3.33M2.52%+1,65913F-HRTimeline
Arax Advisory Partners33,252$3.32M0.1%-131,23213F-HRTimeline
Harfst & Associates, Inc.32,968$3.29M0.59%-75613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,881$3.29M0.04%+13,04813F-HRTimelineGroup
Savvy Advisors, Inc.32,831$3.28M0.11%+4,86213F-HRTimeline
Westview Management dba Westview Invest…32,793$3.28M1.56%13F-HRTimeline