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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,287 managers (2,343 13F filers) reported a position in SCHW shares at 2026-03-31, 1,411,597,848 shares in all. 164 filers opened a position and 157 filers sold out during the quarter.

Managers
2,287
13F filers
2,343
New
164
Added
988
Reduced
877
Sold out
157
Shares held by filers
1,411,597,848

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HB Wealth Management, LLC64,331$6.05M0.04%+4,73713F-HRTimeline
Siemens Fonds Invest GmbH64,197$6.03M0.35%-2,60513F-HRTimeline
IFP Advisors, Inc63,814$6M0.12%+13,32913F-HRTimeline
National Philanthropic Trust63,788$5.99M0.06%-18,60113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…63,077$5.93M0.13%-5,14713F-HRTimelineGroup
Oliver Luxxe Assets LLC62,953$5.92M0.89%-20813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management62,718$5.89M0.2%-2,38413F-HRTimelineGroup
Saudi Central Bank62,309$5.86M0.12%new13F-HRTimeline
FISHMAN JAY A LTD/MI62,120$5.84M0.52%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC61,978$5.83M0.1%-1,75013F-HRTimeline
Ayrshire Capital Management LLC61,896$5.82M3.01%new13F-HRTimeline
FJ Capital Management LLC61,883$5.82M0.65%new13F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI61,071$5.74M0.12%+5,97913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.60,077$5.65M0.03%-47013F-HRTimelineGroup
LINCOLN CAPITAL CORP60,076$5.65M2.08%-26813F-HRTimeline
PITTENGER & ANDERSON INC59,689$5.61M0.22%+2,77213F-HRTimeline
IBEX WEALTH ADVISORS59,355$5.58M0.52%+6,26213F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.59,309$5.57M0.2%+1,00313F-HRTimelineGroup
BOKF, NAin group BOKF, NA59,022$5.55M0.08%+4,01013F-HRTimelineGroup
Graham Capital Management, L.P.58,635$5.51M0.19%+20,38013F-HRTimeline
William Allan Corp58,300$5.48M3.24%+91113F-HRTimeline
Lincoln Capital LLC58,158$5.47M1.04%-1,91513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.57,933$5.44M0.12%-1,16613F-HRTimelineGroup
Perkins Coie Trust Co57,713$5.42M1.04%-51113F-HRTimeline
DIVERSIFIED MANAGEMENT INC57,228$5.38M0.92%+47,69113F-HRTimeline
Ravenswood Partners LP57,082$5.36M1.98%new13F-HRTimeline
Plato Investment Management Ltd57,039$5.36M0.36%013F-HRTimeline
Harrington Investments, INC56,755$5.33M2.81%+9813F-HRTimeline
FIRST AMERICAN BANK56,643$5.32M0.33%+2,63813F-HRTimeline
CONNING INC.in group CONNING INC.56,409$5.3M0.18%-45313F-HRTimelineGroup
DLK Investment Management, LLC56,214$5.28M2.09%-87813F-HRTimeline
ALGERT GLOBAL LLC56,171$5.28M0.08%-8,25513F-HR/ATimeline
Hamilton Capital Partners Inc.56,135$5.28M0.18%-5,06813F-HRTimeline
Hennion & Walsh Asset Management, Inc.56,024$5.27M0.18%-6,81113F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.55,819$5.25M2.9%+2,99413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC53,793$5.06M0.27%+1,64013F-HRTimeline
SOMERVILLE KURT F53,514$5.03M1.33%-12,04113F-HRTimeline
LANARK FINANCIAL, INC.53,324$5.01M0.38%+30,35713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…53,315$5.01M0.73%+13,23813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…53,035$4.98M0.02%+65313F-HRTimelineGroup
Sculptor Capital LPin group Sculptor Capital LP53,000$4.98M0.06%new13F-HRTimelineGroup
BAILARD, INC.52,897$4.97M0.11%-26913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…52,506$4.93M0.06%+29,21913F-HRTimelineGroup
Intrinsic Value Partners, LLC52,370$4.92M3.79%-8513F-HRTimeline
CX Institutional52,019$4.89M0.15%-102,83813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management51,713$4.86M0.06%+2,23813F-HRTimelineGroup
American Trust Investment Advisors, LLC51,488$4.84M2.67%+57513F-HRTimeline
Leelyn Smith, LLC51,339$4.82M0.68%+3,55513F-HRTimeline
Allworth Financial LP51,024$4.8M0.02%+28313F-HRTimeline
Ashton Thomas Private Wealth, LLC50,747$4.77M0.11%+10,97713F-HRTimeline
RNC CAPITAL MANAGEMENT LLC50,610$4.76M0.21%-9113F-HRTimeline
Orange Investment Advisors, Inc.50,545$4.75M0.62%-10,25313F-HR/ATimeline
DAYMARK WEALTH PARTNERS, LLC50,494$4.75M0.15%+1,14113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC50,497$4.75M0.12%-4,49513F-HRTimelineGroup
Prospera Financial Services Inc50,449$4.74M0.08%-1,25313F-HRTimeline
GREENLEAF TRUST50,306$4.73M0.05%-86613F-HRTimeline
Delaney Dennis R50,140$4.71M1.67%+23,18713F-HRTimeline
Independent Advisor Alliance50,129$4.71M0.05%-4,98213F-HRTimeline
PUZO MICHAEL J49,557$4.66M1.36%+8,07213F-HRTimeline
North Dakota State Investment Board49,453$4.65M0.2%-9,07813F-HRTimeline
Florida Trust Wealth Management Co49,381$4.64M0.13%+12,78713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd49,323$4.64M0.06%new13F-HRTimelineGroup
Empirical Finance, LLC49,137$4.62M0.22%-3013F-HR/ATimeline
Hixon Zuercher, LLC48,885$4.59M1.43%-51113F-HRTimeline
ARQ WEALTH ADVISORS, LLC48,710$4.58M0.83%+42,45013F-HRTimeline
Lombard Odier Asset Management (Switzer…48,334$4.54M0.17%-20013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC48,613$4.53M0.17%+35,95513F-HRTimelineGroup
Bedell Frazier Investment Counselling, …48,075$4.52M0.91%+9,36913F-HRTimeline
OneDigital Investment Advisors LLC48,042$4.52M0.04%+7,10113F-HRTimeline
Lakehouse Capital Pty Ltd32,894$4.51M3.04%-78,92413F-HRTimeline
Malaga Cove Capital, LLC47,976$4.51M1.62%+3,04513F-HRTimeline
AE Wealth Management LLC47,945$4.51M0.02%-22,50413F-HRTimeline
Hunter Perkins Capital Management, LLC47,856$4.5M1.05%-23013F-HRTimeline
CHASE INVESTMENT COUNSEL CORP47,626$4.47M1.17%new13F-HRTimeline
Quadrant Private Wealth Management, LLC47,558$4.47M0.69%+41,46813F-HRTimeline
Clean Yield Group47,271$4.44M1.25%+6,82213F-HRTimeline
ICICI Prudential Asset Management Co Ltd47,080$4.42M0.53%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV47,048$4.42M2.21%-2,21413F-HRTimeline
Strategic Global Advisors, LLC46,558$4.38M0.7%-91013F-HRTimeline
Rossmore Private Capital46,454$4.37M0.38%-23013F-HRTimeline
Main Street Research LLC46,360$4.36M0.25%+14,57813F-HRTimeline
GAMMA Investing LLC46,331$4.35M0.2%+8,34813F-HRTimeline
Community Financial Services Group, LLC46,592$4.3M0.76%+2,78113F-HRTimeline
TCW GROUP INCin group TCW GROUP INC45,548$4.28M0.03%-25113F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC45,345$4.26M2.35%-4013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC45,313$4.26M0.17%-10613F-HRTimeline
Victrix Investment Advisors45,263$4.25M1.54%+1,85513F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC45,200$4.25M0.84%-4,80013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC45,080$4.24M0.03%-9,44213F-HRTimelineGroup
ALERUS FINANCIAL NA45,018$4.23M0.21%-14,12513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK44,829$4.21M0.02%-1,58413F-HRTimelineGroup
Destination Wealth Management44,815$4.21M0.11%+31,26313F-HRTimeline
CHATHAM CAPITAL GROUP, INC.44,687$4.2M0.61%-59013F-HRTimeline
SAM Advisors, LLC44,671$4.2M1.32%+11113F-HRTimeline
Gotham Asset Management, LLC44,493$4.18M0.01%-1,41813F-HRTimeline
LS Investment Advisors, LLC44,407$4.17M0.62%-3,99813F-HRTimeline
BRIGHTON JONES LLC44,317$4.16M0.09%new13F-HR/ATimeline
Composition Wealth, LLC44,206$4.15M0.06%-1,92713F-HRTimeline
East Coast Asset Management, LLC.44,119$4.15M1.37%-86713F-HRTimeline
MONTAG A & ASSOCIATES INC43,980$4.13M0.19%-67313F-HRTimeline
180 WEALTH ADVISORS, LLC43,873$4.12M0.47%+31013F-HRTimeline
Dorsey & Whitney Trust CO LLC43,015$4.04M0.22%-4,08813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC42,992$4.04M0.08%+4,72013F-HRTimeline
Secure Asset Management, LLC42,986$4.04M0.64%+3,29313F-HRTimeline
Parallel Advisors, LLC42,786$4.02M0.07%+2,30413F-HR/ATimeline
Red Spruce Capital, LLC42,783$4.02M1.65%+41213F-HRTimeline
Lantern Wealth Advisors, LLC42,626$4.01M2.05%+29413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,585$4M0.04%+9,70413F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC42,547$4M1.56%+81713F-HRTimeline
Goelzer Investment Management, Inc.42,340$3.98M0.19%+42413F-HRTimeline
Buttonwood Financial Advisors Inc.42,106$3.96M1.32%-30613F-HRTimeline
Wealthspire Advisors, LLC42,097$3.96M0.03%-10,23913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC42,042$3.95M0.06%+79213F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC41,954$3.94M0.12%+54813F-HR/ATimeline
HUB Investment Partners, LLC41,499$3.9M0.1%-92,00013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC38,840$3.89M2.17%-97413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC41,428$3.89M0.09%+27,91113F-HRTimeline
Brooklyn Investment Group41,269$3.88M0.12%+18,71513F-HRTimeline
Mengis Capital Management, Inc.41,107$3.86M0.66%-7413F-HRTimeline
COURIER CAPITAL LLC41,029$3.86M0.22%-68013F-HR/ATimeline
Pine Haven Investment Counsel, Inc40,776$3.83M2.82%-53713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.40,776$3.83M1.2%+44213F-HRTimeline
Wilmington Savings Fund Society, FSB40,458$3.8M0.09%-4,13313F-HRTimeline
Barnes Dennig Private Wealth Management…40,309$3.79M3.75%-1,31113F-HRTimeline
Fiduciary Group, LLC40,102$3.77M0.32%-57413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)40,038$3.76M1.2%+413F-HRTimeline
MEANS INVESTMENT CO., INC.39,937$3.75M0.33%-46013F-HRTimeline
Roundview Capital LLC39,902$3.75M0.23%+8,35913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC39,739$3.73M0.53%-14,97613F-HRTimeline
E. Ohman J:or Asset Management AB39,700$3.73M0.1%-2,70013F-HRTimeline
GeoWealth Management, LLC39,698$3.73M0.13%+1,27713F-HRTimeline
Sepio Capital, LP39,560$3.72M0.2%+69513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,484$3.71M0.07%+4,65713F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC39,240$3.69M0.49%-5,64813F-HRTimeline
LGT Group Foundationin group LGT Group Foundation39,167$3.68M0.04%-16,70913F-HRTimelineGroup
Marble Wealth, LLC39,152$3.68M0.64%-2,24813F-HRTimeline
Vestcor Inc39,086$3.67M0.1%-1,39213F-HRTimeline
Sculati Wealth Management, LLC38,960$3.66M1.35%-97013F-HRTimeline
Polar Asset Management Partners Inc.38,685$3.64M0.09%-104,11513F-HRTimeline
Anchor Investment Management, LLC38,632$3.63M0.3%+40513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP38,623$3.63M0.14%-4,51413F-HRTimeline
STABLEFORD CAPITAL II LLC38,431$3.61M1.34%+29413F-HRTimeline
HF Advisory Group, LLC38,372$3.61M1.23%+77113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.38,322$3.6M0.01%-1,55213F-HRTimelineGroup
Kidder Stephen W38,310$3.6M1.06%+7,43513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,051$3.58M+248Timeline
Nelson Capital Management, LLC37,933$3.56M0.44%-43613F-HRTimeline
Stonebridge Capital Advisors LLC37,926$3.56M0.25%-85513F-HRTimeline
Summit Financial, LLC37,879$3.56M0.05%-25513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC37,788$3.55M0.46%-16713F-HRTimeline
Savvy Advisors, Inc.37,707$3.54M0.1%+4,87613F-HRTimeline
Fearless Solutions, LLC dba Best Invest37,506$3.52M2.13%-67513F-HRTimeline
GS Investments, Inc.37,493$3.52M2.02%+7313F-HRTimeline
American Trust37,462$3.52M0.31%-6,00813F-HRTimeline
Integrated Advisors Network LLC37,458$3.52M0.18%-37,44013F-HRTimeline
Asio Capital, LLC37,227$3.5M0.49%new13F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS36,859$3.46M0.14%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SGL Investment Advisors, Inc.39,364$3.46M1.3%-77413F-HRTimeline
INKWELL CAPITAL LLC36,610$3.44M3.5%-32013F-HRTimeline
Bleakley Financial Group, LLC36,096$3.39M0.05%+1,48913F-HRTimeline
CENTRAL BANK & TRUST CO36,054$3.39M0.53%-57313F-HRTimeline
Annandale Capital, LLC35,848$3.37M0.55%013F-HRTimeline
Linscomb Wealth, Inc.35,840$3.37M0.15%-10,26413F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC35,800$3.36M0.21%013F-HRTimeline
Resonant Capital Advisors, LLC35,691$3.35M0.18%+1,23313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding35,683$3.35M+1,169Timeline
MONETA GROUP INVESTMENT ADVISORS LLC35,576$3.34M0.03%+26713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO35,544$3.34M0.02%+12,67813F-HRTimelineGroup
Convergence Investment Partners, LLC35,293$3.32M0.54%+9,93713F-HRTimeline
Strategic Wealth Partners, Ltd.35,027$3.29M0.23%+6,03113F-HRTimeline
CSM Advisors, LLC34,879$3.28M0.08%new13F-HRTimeline
WEBSTER BANK, N. A.34,876$3.28M0.31%+21513F-HRTimeline
Ninety One SA (Pty) Ltd35,362$3.27M0.14%+14,60613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34,805$3.27M0.09%-47,03513F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC34,478$3.24M0.03%-81513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding34,312$3.22M+1,723Timeline
TWIN CITY PRIVATE WEALTH, LLC34,182$3.21M2.44%+84213F-HRTimeline
V-Square Quantitative Management LLC34,138$3.21M0.34%-52513F-HRTimeline
CRUX WEALTH ADVISORS34,118$3.21M1.23%-44013F-HRTimeline
Choate Investment Advisors34,069$3.2M0.06%+7413F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC34,041$3.2M0.9%new13F-HRTimeline
Cascade Investment Advisors, Inc.33,900$3.19M1.89%-25513F-HRTimeline
Financiere des Professionnels - Fonds d…33,715$3.17M0.19%-202,14313F-HRTimeline
GPM Growth Investors, Inc.33,653$3.16M1.33%+91513F-HRTimeline
Quantbot Technologies LP33,573$3.16M0.13%new13F-HRTimeline
Chemistry Wealth Management LLC33,509$3.15M0.55%+1013F-HRTimeline
Chicago Partners Investment Group LLC34,259$3.14M0.07%+4,81113F-HRTimeline
Laurion Capital Management LP33,233$3.12M0.29%new13F-HRTimeline
CWA Asset Management Group, LLC33,099$3.11M0.11%+1,19713F-HRTimeline
Vise Technologies, Inc.31,083$3.11M0.06%013F-HRTimeline
Carmel Capital Partners, LLC32,914$3.09M1.12%-1,90713F-HRTimeline
Elefante Mark B32,839$3.09M1.7%+12,65413F-HRTimeline
Stenger Family Office, LLC32,790$3.08M0.54%+2,21213F-HRTimeline
GM Advisory Group, LLC32,759$3.08M0.12%+23613F-HRTimeline
Aaron Wealth Advisors LLC32,690$3.07M0.18%-4,20613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding32,681$3.07M+13,830Timeline
SIGNATUREFD, LLC32,614$3.07M0.05%+1,72713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding33,564$3.06M+2,229Timeline
D L CARLSON INVESTMENT GROUP INC32,510$3.06M0.53%+32313F-HRTimeline
Finer Wealth Management, Inc.32,419$3.05M1.54%-28313F-HRTimeline