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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,957 managers (1,997 13F filers) reported a position in SCHW shares at 2024-12-31, 1,497,386,491 shares in all. 151 filers opened a position and 108 filers sold out during the quarter.

Managers
1,957
13F filers
1,997
New
151
Added
707
Reduced
756
Sold out
108
Shares held by filers
1,497,386,491

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JFS WEALTH ADVISORS, LLC25,025$1.85M0.13%-1013F-HRTimeline
Signature Wealth Management Group24,974$1.85M0.74%+66613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…24,932$1.85M0.19%-1,24313F-HRTimelineGroup
Texas Yale Capital Corp.24,890$1.84M0.07%+4,09013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…24,467$1.81M0.51%+7613F-HRTimeline
Greenline Partners, LLC24,336$1.8M0.25%013F-HRTimeline
EPG Wealth Management LLC24,292$1.8M0.47%-1,28213F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC24,269$1.8M1.88%-33613F-HRTimeline
BRIGHTON JONES LLC24,240$1.79M0.05%+19,19513F-HR/ATimeline
PINNACLE ASSOCIATES LTD24,181$1.79M0.02%-68,35613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding24,090$1.78M-13,930Timeline
Pine Valley Investments Ltd Liability Co24,072$1.78M0.12%+71013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC24,051$1.78M0.03%-79313F-HRTimeline
Chicago Partners Investment Group LLC24,316$1.78M0.06%-3,22013F-HRTimeline
Watts Gwilliam & Co., LLC24,341$1.76M0.37%-2,61813F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC23,724$1.76M0.57%new13F-HRTimeline
1ST SOURCE BANK23,633$1.75M0.1%-12713F-HRTimeline
VELA Investment Management, LLC23,632$1.75M0.6%-2513F-HRTimeline
RNC CAPITAL MANAGEMENT LLC23,616$1.75M0.09%new13F-HRTimeline
Ascent Wealth Partners, LLC23,531$1.74M0.23%-4813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC23,525$1.74M0.32%-59313F-HRTimeline
Avitas Wealth Management LLC23,387$1.73M0.24%-10113F-HRTimeline
Machina Capital S.A.S.23,384$1.73M0.73%+17,54913F-HRTimeline
Roberts Wealth Advisors, LLC23,359$1.72M0.52%+30913F-HRTimeline
Diversified Investment Strategies, LLC23,237$1.72M1.12%+10013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC23,226$1.72M0.03%+23,00613F-HRTimelineGroup
Chesley Taft & Associates LLC23,148$1.71M0.08%013F-HRTimeline
Foundations Investment Advisors, LLC23,074$1.71M0.03%-45413F-HRTimeline
Ballentine Partners, LLC23,055$1.71M0.03%+1,21613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23,017$1.7M0.1%+31313F-HRTimelineGroup
Broyhill Asset Management, LLC22,989$1.7M1.5%13F-HRTimeline
Copperleaf Capital, LLC22,923$1.7M1.07%+3713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,810$1.69M-63,870Timeline
SageView Advisory Group, LLC22,516$1.67M0.07%+4,02413F-HRTimeline
RBF Capital, LLC22,500$1.66M0.09%013F-HRTimeline
Moors & Cabot, Inc.22,396$1.66M0.08%-1,63613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC22,133$1.64M0.09%-6,38613F-HRTimeline
MUFG SECURITIES AMERICAS INC.22,067$1.63M0.21%13F-HRTimeline
Riverwater Partners LLC22,039$1.63M0.79%-1,34113F-HRTimeline
IFP Advisors, Inc21,963$1.63M0.05%+7813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO21,869$1.62M0.03%+7813F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC21,846$1.62M0.03%013F-HRTimeline
Alpha Cubed Investments, LLC21,843$1.62M0.07%-18213F-HRTimeline
Plato Investment Management Ltd21,613$1.61M0.12%+84413F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding21,627$1.6M+17Timeline
Covey Capital Advisors, LLC21,532$1.59M1.81%-1,73913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP21,468$1.59M0.44%+98213F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC21,336$1.58M0.29%+4,73313F-HRTimelineGroup
UMB Bank, n.a.21,285$1.58M0.02%+96413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC21,149$1.57M0.13%+2,93813F-HRTimeline
Nicholas Hoffman & Company, LLC.21,008$1.55M0.06%-34413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Hedges Asset Management LLC21,000$1.55M1.03%013F-HRTimeline
PROFUND ADVISORS LLC20,960$1.55M0.06%-3,69613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,918$1.55M0.03%+1,64113F-HRTimeline
Wilson & Boucher Capital Management, LLC20,900$1.55M1.1%-30013F-HRTimeline
BANK OF HAWAII20,900$1.55M0.09%+2,33113F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,845$1.54M0.1%+16813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,815$1.54M0.02%-2,97013F-HRTimelineGroup
Balefire, LLC20,846$1.54M0.53%+76813F-HRTimeline
GM Advisory Group, LLC20,736$1.53M0.08%+75013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC20,682$1.53M0.06%013F-HRTimeline
Professional Financial Advisors, LLC20,637$1.53M0.39%+64613F-HRTimeline
Zullo Investment Group, Inc.20,385$1.51M0.61%-31113F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC20,279$1.5M0.25%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,268$1.5M+5,137Timeline
South Dakota Investment Council20,256$1.5M0.03%013F-HRTimeline
Edgestream Partners, L.P.20,225$1.5M0.06%-99,04413F-HRTimeline
VISTA INVESTMENT PARTNERS LLC20,150$1.49M0.47%-25013F-HRTimeline
Advisory Services Network, LLC20,144$1.49M0.03%-7,66413F-HRTimeline
GREENHAVEN ASSOCIATES INC20,000$1.48M0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC19,808$1.47M0.18%+67813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,767$1.46M<0.01%+4,23013F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC19,672$1.46M0.53%-35013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co19,662$1.46M0.11%+1,30813F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP19,636$1.45M0.02%+2,33613F-HR/ATimelineGroup
BayBridge Capital Group, LLC19,541$1.45M1.05%+30913F-HRTimeline
CITY HOLDING CO19,470$1.44M0.2%-5,06913F-HRTimeline
Savvy Advisors, Inc.19,397$1.44M0.17%+13,87913F-HRTimeline
Krilogy Financial LLC19,281$1.43M0.1%+36413F-HRTimeline
Prime Capital Investment Advisors, LLC19,181$1.42M0.02%+17413F-HRTimeline
HM PAYSON & CO19,141$1.42M0.02%-1,93413F-HRTimeline
RIVER GLOBAL INVESTORS LLP19,017$1.41M0.27%-13,80813F-HRTimeline
GeoWealth Management, LLC18,987$1.41M0.05%+3,13413F-HRTimeline
RMR Capital Management, LLC18,976$1.4M1.05%-2,85613F-HRTimeline
MIdWestOne Financial Group, Inc.18,941$1.4M0.2%-3,95813F-HRTimeline
First Dallas Securities Inc.18,815$1.39M0.57%+35213F-HRTimeline
Keystone Financial Services18,685$1.38M0.53%+31013F-HRTimeline
BOKF, NAin group BOKF, NA18,949$1.38M0.02%-5,53513F-HRTimelineGroup
Focus Financial Network, Inc.18,522$1.37M0.05%-1,39413F-HRTimeline
Trust Asset Management LLC18,455$1.37M0.11%013F-HRTimeline
Next Capital Management LLC18,342$1.36M0.56%-10,05413F-HRTimeline
Caldwell Trust Co18,326$1.36M0.14%+12913F-HRTimeline
PANAGORA ASSET MANAGEMENT INC18,300$1.35M0.01%-3,59013F-HRTimeline
CIDEL ASSET MANAGEMENT INC18,297$1.35M0.09%013F-HRTimeline
BIP Wealth, LLC18,258$1.35M0.09%+19713F-HRTimeline
Stenger Family Office, LLC17,813$1.32M0.45%13F-HRTimeline
SHELL ASSET MANAGEMENT CO17,786$1.32M0.06%-24513F-HRTimeline
J. L. Bainbridge & Co., Inc.17,713$1.31M0.12%-5013F-HRTimeline
Advisors Asset Management, Inc.17,638$1.31M0.02%-1,18513F-HR/ATimeline
MBM WEALTH CONSULTANTS, LLC17,677$1.31M0.39%+62513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.17,584$1.3M1.11%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,581$1.3M0.07%+3,93913F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT17,573$1.3M0.04%+1,42913F-HRTimeline
Guardian Asset Advisors, LLC17,545$1.3M0.83%-88513F-HRTimeline
Clear Harbor Asset Management, LLC17,521$1.3M0.1%-1013F-HRTimeline
FineMark National Bank & Trust17,450$1.29M0.05%+1413F-HRTimeline
Tranquility Partners, LLC17,364$1.29M0.48%-91113F-HRTimeline
Elmwood Wealth Management, Inc.17,346$1.28M0.52%+2,40513F-HRTimeline
Quantitative Investment Management, LLC17,302$1.28M0.1%+10,11313F-HRTimeline
Aaron Wealth Advisors LLC17,151$1.27M0.15%+2,09613F-HRTimeline
Garner Asset Management Corp17,127$1.27M0.57%-85713F-HRTimeline
CRUX WEALTH ADVISORS16,888$1.25M0.7%13F-HRTimeline
Montecito Bank & Trust16,697$1.24M0.21%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.16,662$1.23M0.22%new13F-HRTimeline
AXS Investments LLC16,653$1.23M0.34%-3,40313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.16,575$1.23M0.37%013F-HRTimeline
NINE MASTS CAPITAL Ltd16,569$1.23M0.23%new13F-HRTimeline
Providence Wealth Advisors, LLC16,364$1.22M0.93%-44313F-HRTimeline
Investor's Fiduciary Advisor Network, L…16,481$1.22M0.47%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC16,466$1.22M0.08%-7513F-HRTimeline
TLWM16,461$1.22M0.24%+69513F-HRTimeline
Root Financial Partners, LLC16,346$1.21M0.15%new13F-HRTimeline
New Century Financial Group, LLC16,225$1.21M0.51%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.16,316$1.21M0.01%+5,41313F-HRTimelineGroup
Aspen Investment Management Inc16,257$1.2M0.56%+1,88613F-HRTimeline
Canopy Partners, LLC16,219$1.2M0.46%+6,61513F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL16,175$1.2M0.44%-50013F-HRTimeline
Embree Financial Group16,037$1.19M0.2%-72413F-HRTimeline
Mainstream Capital Management LLC16,031$1.19M0.83%+16213F-HRTimeline
Independence Bank of Kentucky15,915$1.18M0.18%-51513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.15,864$1.17M0.16%+8313F-HRTimeline
Meriwether Wealth & Planning, LLC15,856$1.17M0.84%13F-HRTimeline
WEDBUSH SECURITIES INC15,601$1.16M0.04%+97513F-HRTimeline
INCEPTIONR LLC15,543$1.15M0.26%+11,80613F-HRTimeline
Chicago Capital, LLC15,529$1.15M0.03%+88013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW15,468$1.15M0.2%+5813F-HRTimelineGroup
MEAG MUNICH ERGO, Kapitalanlagegesellsc…15,346$1.13M0.04%+13,79413F-HRTimeline
GSA CAPITAL PARTNERS LLP15,323$1.13M0.08%new13F-HRTimeline
JNBA Financial Advisors15,268$1.13M0.12%-10713F-HRTimeline
Frisch Financial Group, Inc.15,224$1.13M0.34%-1,17013F-HRTimeline
Compound Planning, Inc.15,202$1.13M0.06%+2,45713F-HRTimeline
NorthCrest Asset Manangement, LLC15,188$1.12M0.03%-40613F-HR/ATimeline
Dana Investment Advisors, Inc.15,138$1.12M0.04%-44613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.15,113$1.12M0.04%+12,88313F-HRTimelineGroup
POSTROCK PARTNERS LLC15,078$1.12M0.54%13F-HRTimeline
Neumann Capital Management, LLC15,065$1.11M0.37%+1513F-HRTimeline
Greystone Financial Group, LLC15,063$1.11M0.19%-1,09213F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA15,007$1.11M0.26%-2,03613F-HRTimeline
DAVIS R M INC15,002$1.11M0.02%013F-HRTimeline
HENNESSY ADVISORS INC14,900$1.1M0.03%-2,10013F-HRTimeline
Ridgewood Investments LLC14,888$1.1M0.53%-6,40413F-HRTimeline
LexAurum Advisors, LLC14,876$1.1M0.22%+1,40413F-HRTimeline
Integrated Advisors Network LLC14,792$1.09M0.05%-2,17113F-HRTimeline
Scharf Investments, LLC14,765$1.09M0.03%new13F-HRTimeline
Fruth Investment Management14,756$1.09M0.3%013F-HRTimeline
SMITH, MOORE & CO.14,695$1.09M0.1%-1,00113F-HRTimeline
Smartleaf Asset Management LLC14,580$1.08M0.11%+3,22813F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC14,523$1.07M<0.01%-3,77613F-HRTimeline
Tranquilli Financial Advisor LLC14,415$1.07M0.68%-23513F-HRTimeline
GREENWOOD GEARHART LLC14,398$1.07M0.07%-148,48713F-HRTimeline
Uncommon Cents Investing LLC14,381$1.06M0.32%-17513F-HRTimeline
VCI Wealth Management LLC14,372$1.06M0.45%-8,46913F-HR/ATimeline
Wedmont Private Capital14,568$1.06M0.06%+1,75113F-HRTimeline
Destination Wealth Management14,306$1.06M0.03%-2,52413F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …14,300$1.06M0.04%+2,56013F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO14,233$1.05M0.02%-43313F-HRTimeline
Checchi Capital Advisers, LLC14,219$1.05M0.08%+37613F-HRTimeline
IMS Capital Management14,201$1.05M0.49%-8413F-HRTimeline
Frank, Rimerman Advisors LLC14,062$1.04M0.08%-713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding13,951$1.03M-551Timeline
Cooper Financial Group13,950$1.03M0.12%+1,56613F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…13,913$1.03M0.31%+4013F-HRTimeline
SAGE RHINO CAPITAL LLC13,884$1.03M0.22%-23313F-HRTimeline
iA Global Asset Management Inc.13,812$1.02M0.02%+6,01713F-HRTimeline
JT Stratford LLC13,743$1.02M0.17%-40013F-HRTimeline
CMG Global Holdings, LLC12,619$1.02M0.56%-3,61213F-HRTimeline
Disciplined Investors, L.L.C.13,994$1.02M0.98%13F-HRTimeline
Qtron Investments LLC13,698$1.01M0.14%013F-HRTimeline
Koshinski Asset Management, Inc.13,651$1.01M0.09%-16213F-HRTimeline
Leisure Capital Management13,630$1.01M0.4%-12213F-HRTimeline
Schechter Investment Advisors, LLC13,614$1.01M0.08%+1,05813F-HRTimeline
AVISO WEALTH MANAGEMENT13,590$1.01M0.51%-1,05413F-HRTimeline
Matisse Capital13,520$1M0.51%-1,33913F-HRTimeline
EQUITABLE TRUST CO13,504$999K0.06%+1113F-HRTimeline
TCI Wealth Advisors, Inc.13,487$998K0.08%-2,34313F-HRTimeline
FIRST FINANCIAL CORP /IN/13,433$994K0.46%-37313F-HRTimeline
Connor, Clark & Lunn Investment Managem…13,421$993K<0.01%-148,75013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,415$993K0.03%-513F-HRTimelineGroup
HAMEL ASSOCIATES, INC.13,395$991K0.32%013F-HRTimeline
Burns Matteson Capital Management, LLC13,337$987K0.55%-63913F-HRTimeline
Hardy Reed LLC13,225$979K0.09%+16613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,219$978K0.73%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,205$977K0.02%+5,48313F-HRTimeline
OLD NATIONAL BANCORP /IN/13,203$977K0.02%+74913F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC13,183$976K0.04%+31713F-HRTimeline
Waldron Private Wealth LLC13,181$976K0.04%+8813F-HRTimeline
Aptus Capital Advisors, LLC13,144$973K0.01%+2,41613F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC13,140$972K0.06%-84413F-HRTimeline
Canandaigua National Trust Co of Florida13,091$969K0.76%-12513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,035$965K0.01%-91613F-HRTimelineGroup