Skip to content
Disclosery

SCHW CHARLES SCHWAB CORP (THE)

Follow

COM (common), issuer CIK 316709

2,268 managers (2,321 13F filers) reported a position in SCHW shares at 2026-06-30, 1,440,941,526 shares in all. 148 filers opened a position and 160 filers sold out during the quarter.

Managers
2,268
13F filers
2,321
New
148
Added
907
Reduced
964
Sold out
160
Shares held by filers
1,440,941,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Resolute Capital Asset Partners LLC30,000$2.77M1.18%-55,00013F-HRTimeline
Savvy Advisors, Inc.29,938$2.76M0.06%-7,76913F-HRTimeline
Juno Financial Group LLC29,809$2.75M0.98%+2,22813F-HRTimeline
IFG Advisory, LLC29,741$2.74M0.1%new13F-HRTimeline
V-Square Quantitative Management LLC29,685$2.74M0.26%-4,45313F-HRTimeline
Capital Investment Advisory Services, L…29,597$2.73M0.17%+82613F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC29,547$2.73M0.22%013F-HRTimelineGroup
FORA Capital, LLC29,544$2.72M0.19%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…29,489$2.72M0.23%13F-HRTimelineGroup
Texas Yale Capital Corp.29,459$2.72M0.06%+4,63513F-HRTimeline
Dempze Nancy E29,447$2.72M1.3%+3,80413F-HRTimeline
Sterling Investment Advisors, Ltd.29,271$2.7M0.45%-2,15013F-HRTimeline
JT Stratford LLC29,267$2.7M0.3%+3,57813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT29,058$2.68M0.04%-59913F-HR/ATimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC28,920$2.67M0.05%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC28,863$2.66M0.39%+75713F-HRTimeline
Bridgewater Associates, LP28,728$2.65M0.01%+6,13413F-HRTimeline
HUB Investment Partners, LLC28,612$2.64M0.05%-12,88713F-HRTimeline
CENTAURUS FINANCIAL, INC.28,472$2.63M0.1%+1,70013F-HRTimeline
Dakota Wealth Management28,405$2.62M0.05%-8813F-HRTimeline
Wynn Capital, LLC28,315$2.61M1.17%+19513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC28,285$2.61M0.03%+1,24413F-HRTimeline
NORDEN GROUP LLC28,238$2.61M0.21%+1,38713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.28,129$2.6M0.01%-10,19313F-HRTimelineGroup
Martin Capital Advisors, LLP28,119$2.59M1.36%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL28,087$2.59M0.05%013F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/28,000$2.58M1.68%-1,80013F-HRTimeline
Cypress Capital, LLC27,970$2.58M0.7%-78613F-HRTimeline
Valeo Financial Advisors, LLC27,938$2.58M0.05%-40713F-HRTimeline
GS Investments, Inc.27,706$2.56M1.85%-9,78713F-HRTimeline
Global Retirement Partners, LLC27,556$2.54M0.04%13F-HRTimeline
Roundview Capital LLC27,397$2.53M0.14%-12,50513F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC27,360$2.52M2.74%013F-HRTimeline
Cetera Trust Company, N.A27,330$2.52M1.27%-2513F-HRTimeline
Hudson Canyon Capital Management27,139$2.5M1.34%-91313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC27,091$2.5M0.3%-12,64813F-HRTimeline
Roberts Wealth Advisors, LLC27,086$2.5M0.57%+72113F-HRTimeline
HBK Sorce Advisory LLC23,120$2.5M0.05%-10813F-HRTimeline
Kozak & Associates, Inc.25,933$2.48M0.43%-1,76213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT26,854$2.48M0.43%-1,39813F-HRTimeline
L2 Asset Management, LLC26,792$2.47M0.26%-1,45213F-HRTimeline
Ascent Wealth Partners, LLC26,572$2.45M0.25%+94713F-HRTimeline
Ballentine Partners, LLC26,461$2.44M0.03%-8513F-HRTimeline
Coastline Trust Co26,421$2.44M0.22%-7713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
iA Global Asset Management Inc.26,386$2.44M0.03%-83,27713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,341$2.43M+1,784Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise26,197$2.42M0.13%+2,08313F-HRTimelineGroup
Advisory Services Network, LLC26,157$2.41M0.03%-1,54113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC26,043$2.4M0.09%+7,28913F-HRTimeline
LGT Fund Management Co Ltd.25,906$2.39M0.1%-3,03713F-HRTimeline
Cannon Capital Management, Inc.25,895$2.39M2.03%+1,20313F-HRTimeline
WealthPlan Investment Management, LLC25,881$2.39M0.12%-2,96213F-HRTimeline
Aspen Investment Management Inc25,797$2.38M0.64%+52013F-HRTimeline
PINNACLE ASSOCIATES LTD25,749$2.38M0.03%+1,63613F-HRTimeline
TRUST CO OF VERMONT25,718$2.37M0.09%13F-HRTimeline
Simmons Bankin group Simmons Bank25,706$2.37M0.14%-2,16513F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…25,565$2.36M0.35%+13413F-HRTimeline
Westover Capital Advisors, LLC25,540$2.36M0.39%-28713F-HRTimeline
VCI Wealth Management LLC25,509$2.35M0.59%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC25,476$2.35M0.05%-37213F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,348$2.34M0.07%+2,98213F-HRTimeline
Pine Valley Investments Ltd Liability Co25,306$2.34M0.1%+3,23613F-HRTimeline
LOM Asset Management Ltd25,121$2.32M0.6%+1,51013F-HRTimeline
AustralianSuper Pty Ltd25,052$2.31M0.01%-998,56913F-HRTimeline
Anchor Bay Capital, Inc.21,366$2.31M1.25%13F-HRTimeline
3Chopt Investment Partners, LLC24,941$2.3M0.43%-29213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC24,931$2.3M0.06%-50013F-HRTimeline
Whitener Capital Management, Inc.24,877$2.3M0.49%+3,60813F-HRTimeline
DIVERSIFIED TRUST CO24,714$2.28M0.04%+79813F-HRTimeline
Columbia Asset Management24,616$2.27M0.39%-1,09613F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.24,598$2.27M1.75%-3,30913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP24,570$2.27M0.52%+3,19713F-HRTimelineGroup
UMB Bank, n.a.24,434$2.25M0.03%-59813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Greenline Partners, LLC24,336$2.25M0.23%013F-HRTimeline
Cape Investment Advisory, Inc.23,929$2.21M0.59%-1,32313F-HRTimeline
VALLEY NATIONAL ADVISERS INC23,901$2.21M0.25%-33413F-HRTimeline
ASPIRIANT, LLC23,847$2.2M0.05%+14713F-HRTimeline
Quantbot Technologies LP23,802$2.2M0.09%-9,77113F-HRTimeline
Edgestream Partners, L.P.23,747$2.19M0.07%new13F-HRTimeline
Riverwater Partners LLC23,399$2.16M0.64%+1,71413F-HRTimeline
JFS WEALTH ADVISORS, LLC23,357$2.16M0.11%-63213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,288$2.15M0.02%+2,22513F-HRTimelineGroup
AVISO WEALTH MANAGEMENT23,252$2.15M0.73%-54013F-HRTimeline
Systematic Alpha Investments, LLC23,141$2.14M0.06%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…22,960$2.12M0.61%-4113F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC22,875$2.11M0.81%-9313F-HRTimeline
CITY HOLDING CO22,846$2.11M0.24%-10213F-HRTimeline
Smartleaf Asset Management LLC23,257$2.11M0.07%013F-HRTimeline
K.J. Harrison & Partners Inc22,743$2.1M0.3%013F-HRTimeline
Constant Guidance Financial LLC22,663$2.09M1.31%new13F-HRTimeline
Chesley Taft & Associates LLC22,641$2.09M0.08%-59813F-HRTimeline
Diversified Investment Strategies, LLC22,635$2.09M1.35%013F-HRTimeline
OLD NATIONAL BANCORP /IN/22,595$2.08M0.04%+1,82713F-HRTimeline
WOLFF WIESE MAGANA LLC22,487$2.07M0.95%-6113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC22,467$2.07M0.08%+5013F-HRTimeline
Dynamic Technology Lab Private Ltd22,443$2.07M0.46%+8,26813F-HRTimeline
Maia Wealth LLC22,367$2.06M0.3%-4,58213F-HRTimeline
WT Wealth Management22,341$2.06M0.57%+4,11113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP22,317$2.06M<0.01%new13F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.22,309$2.06M0.21%+4,82213F-HRTimeline
Keystone Financial Services22,065$2.04M0.52%+38813F-HRTimeline
Csenge Advisory Group21,946$2.02M0.08%+2,47313F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP21,900$2.02M0.02%+3,90013F-HRTimelineGroup
1ST SOURCE BANK21,893$2.02M0.09%-11113F-HRTimeline
Parallax Volatility Advisers, L.P.21,871$2.02M0.07%+21,86913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,742$2.01M0.05%-13,06313F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC21,681$2M0.39%+2,95213F-HRTimeline
Daytona Street Capital LLC19,450$2M1.46%+2,26013F-HRTimeline
Qtron Investments LLC21,579$1.99M0.27%-3,13013F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC21,574$1.99M1.06%+5,34513F-HRTimelineGroup
Pettee Investors, Inc.21,532$1.99M0.98%-27513F-HRTimeline
Westerkirk Capital Inc.21,500$1.98M0.19%new13F-HRTimeline
Weaver C. Barksdale & Associates, Inc.21,435$1.98M1.77%-2713F-HRTimeline
Aaron Wealth Advisors LLC21,400$1.97M0.1%-11,29013F-HRTimeline
Frank, Rimerman Advisors LLC21,369$1.97M0.11%+1,58513F-HRTimeline
Elevated Private Wealth, LLC21,274$1.96M1.87%13F-HRTimeline
SageView Advisory Group, LLC21,263$1.96M0.06%-3,06513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC21,213$1.96M0.01%+2,99813F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding21,179$1.95M+1,508Timeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC21,049$1.94M0.89%+27213F-HRTimelineGroup
Wedmont Private Capital18,745$1.93M0.05%-16013F-HRTimeline
Bank Pictet & Cie (Europe) AG20,860$1.92M0.04%+50513F-HRTimeline
COOKSON PEIRCE & CO INC20,859$1.92M0.06%+1,08813F-HRTimeline
J.W. COLE ADVISORS, INC.20,808$1.92M0.03%new13F-HRTimeline
Modus Advisors, LLC20,588$1.9M0.47%-82713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,537$1.89M0.01%-26213F-HRTimelineGroup
Catalyst Funds Management Pty Ltd20,450$1.89M0.11%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,448$1.89M0.02%-32,05813F-HRTimelineGroup
Coastal Bridge Advisors, LLC20,281$1.87M0.12%new13F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC20,277$1.87M0.09%-30013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC20,242$1.87M0.45%-8713F-HRTimeline
Strategic Wealth Partners, Ltd.20,229$1.87M0.12%-14,79813F-HRTimeline
INTREPID FAMILY OFFICE LLC20,000$1.85M1.7%+10,00013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC19,900$1.84M0.39%+6,35013F-HRTimeline
Moors & Cabot, Inc.19,833$1.83M0.07%-50113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC19,742$1.82M0.02%+3,67613F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC19,693$1.82M1.54%+2,36213F-HRTimeline
STANCE CAPITAL LLC19,656$1.81M0.55%+19,25613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.19,642$1.81M0.41%+1313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,627$1.81M0.12%-25713F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC19,542$1.8M0.09%+57313F-HRTimeline
BLALOCK WILLIAMS, LLC19,526$1.8M1.17%+3,54713F-HRTimeline
POWER WEALTH MANAGEMENT LLC19,430$1.79M0.62%-4,63013F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC19,407$1.79M1.34%-9,57013F-HRTimeline
Shepherd Street Advisors LLC17,313$1.78M1.56%-53013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…19,220$1.77M0.15%-99413F-HRTimelineGroup
Whelan Financial19,156$1.77M0.48%+1,32613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC19,156$1.77M0.47%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC19,132$1.77M0.52%+4013F-HRTimeline
Garde Capital, Inc.19,108$1.76M0.08%-82613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,024$1.76M0.06%-15813F-HRTimeline
Prime Capital Investment Advisors, LLC19,009$1.75M0.02%+19613F-HRTimeline
Lummis Asset Management, LP17,932$1.75M1.05%-30013F-HRTimeline
Arjuna Capital18,922$1.75M0.39%-43113F-HRTimeline
Ducere Wealth Management LLC18,813$1.74M0.52%+4,20713F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP18,811$1.74M0.11%+3913F-HRTimelineGroup
SPWM Advisors LLC17,069$1.73M1.6%-4,32513F-HRTimeline
TLWM18,642$1.72M0.28%-27713F-HRTimeline
Sovran Advisors, LLC16,193$1.72M0.13%+65013F-HRTimeline
Guardian Asset Advisors, LLC18,519$1.71M0.79%+2,10213F-HRTimeline
RBF Capital, LLC18,500$1.71M0.07%013F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding18,487$1.71M-3,227Timeline
Providence Wealth Advisors, LLC17,636$1.7M1%-6313F-HRTimeline
Advyzon Investment Management, LLC18,436$1.7M0.12%+1,77213F-HRTimeline
HM PAYSON & CO18,394$1.7M0.02%+1,15013F-HRTimeline
Trust Asset Management LLC18,377$1.7M0.11%+1,59613F-HR/ATimeline
HBW ADVISORY SERVICES LLC18,310$1.69M0.15%+1,35813F-HRTimeline
Focus Financial Network, Inc.18,180$1.68M0.05%+2,50313F-HRTimeline
Safe Harbor Fiduciary, LLC18,169$1.68M1.31%+2,42213F-HRTimeline
Avidian Wealth Enterprises, LLC17,958$1.66M0.05%+1,15013F-HRTimeline
Caldwell Trust Co17,940$1.66M0.13%-2,40813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co17,908$1.65M0.07%-65213F-HRTimelineGroup
Clear Harbor Asset Management, LLC17,875$1.65M0.1%+1,99913F-HRTimeline
Zullo Investment Group, Inc.17,802$1.64M0.56%-1,00513F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC17,771$1.64M0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC17,712$1.63M0.02%-34613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…17,601$1.62M1.07%new13F-HRTimeline
Schonfeld Strategic Advisors LLC17,523$1.62M0.01%+1,73913F-HRTimeline
GROUPAMA ASSET MANAGMENT17,689$1.62M0.02%+1313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC17,504$1.62M0.3%-2,95213F-HRTimeline
Larson Financial Group LLC17,473$1.61M0.04%+21213F-HRTimeline
Advisors Asset Management, Inc.17,467$1.61M0.02%+2,34313F-HRTimeline
SIMPLEX TRADING, LLC17,455$1.61M0.04%new13F-HRTimeline
Fairtree Asset Management (Pty) Ltd17,454$1.61M0.62%new13F-HRTimeline
BANK OF HAWAII17,401$1.61M0.08%-55213F-HRTimeline
Menard Financial Group LLC17,401$1.61M0.87%new13F-HRTimeline
INSIGHT 2811, INC.17,370$1.6M0.65%+3,10913F-HRTimeline
Astoria Portfolio Advisors LLC.17,332$1.6M0.27%+5,04813F-HRTimeline
IKE Capital, LLC17,192$1.59M0.83%-3,75213F-HRTimeline
Embree Financial Group17,124$1.58M0.16%-7013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.16,999$1.57M0.14%+6,45613F-HRTimelineGroup
WEDBUSH SECURITIES INC16,966$1.56M0.04%-3213F-HRTimeline
Portside Wealth Group, LLC16,869$1.56M0.18%+2,12213F-HRTimeline
RMR Capital Management, LLC16,845$1.55M1.07%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG16,522$1.55M0.02%-14,80713F-HRTimelineGroup
SVB WEALTH LLC16,797$1.55M0.1%-1,17513F-HRTimeline
Elyxium Wealth, LLC16,772$1.55M0.16%+14,47913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,682$1.54M0.02%-62613F-HRTimeline
Elmwood Wealth Management, Inc.16,663$1.54M0.38%013F-HRTimeline
BayBridge Capital Group, LLC16,657$1.54M0.8%+11,31813F-HRTimeline