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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

1,994 managers (2,033 13F filers) reported a position in SCHW shares at 2025-03-31, 1,521,902,394 shares in all. 184 filers opened a position and 137 filers sold out during the quarter.

Managers
1,994
13F filers
2,033
New
184
Added
894
Reduced
669
Sold out
137
Shares held by filers
1,521,902,394

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GAMMA Investing LLC27,122$2.12M0.16%+5,97313F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.27,074$2.12M0.02%+37513F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.27,000$2.11M0.24%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.26,853$2.1M0.13%-5513F-HRTimeline
BOKF, NAin group BOKF, NA26,840$2.1M0.04%+7,89113F-HRTimelineGroup
Bleakley Financial Group, LLC26,426$2.07M0.07%+1,08213F-HRTimeline
Chicago Partners Investment Group LLC24,223$2.04M0.07%-9313F-HRTimeline
VALLEY NATIONAL ADVISERS INC25,981$2.03M0.37%-1,95713F-HRTimeline
Columbia Asset Management25,958$2.03M0.41%+39513F-HRTimeline
ASPIRIANT, LLC25,932$2.03M0.07%+19213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC25,876$2.03M0.07%+5413F-HRTimeline
Illinois Municipal Retirement Fund25,818$2.02M0.03%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP25,781$2.02M0.01%+11013F-HRTimeline
EPG Wealth Management LLC25,778$2.02M0.56%+1,48613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC25,739$2.01M0.02%-2,04213F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…25,542$2M0.21%+61013F-HRTimelineGroup
Texas Yale Capital Corp.25,499$2M0.08%+60913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,584$1.99M<0.01%+5,81713F-HR/ATimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…25,396$1.99M0.72%-44113F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC25,263$1.98M0.92%-26913F-HRTimeline
JFS WEALTH ADVISORS, LLC25,251$1.98M0.13%+22613F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd25,000$1.96M0.15%new13F-HRTimelineGroup
Financial Partners Group, LLC24,957$1.95M0.85%-1,22613F-HRTimeline
Broyhill Asset Management, LLC24,878$1.95M1.58%+1,88913F-HRTimeline
Cape Investment Advisory, Inc.24,878$1.95M0.78%-77513F-HRTimeline
BRIGHTON JONES LLC24,856$1.95M0.06%+61613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC24,456$1.91M0.03%-3,74013F-HRTimeline
Copperleaf Capital, LLC24,449$1.91M1.14%+1,52613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC24,398$1.91M0.03%+34713F-HRTimeline
Greenline Partners, LLC24,336$1.91M0.3%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC24,273$1.9M2.09%+413F-HRTimeline
ALERUS FINANCIAL NA24,208$1.9M0.15%new13F-HRTimeline
NORDEN GROUP LLC24,183$1.89M0.22%+14,43113F-HRTimeline
Aspen Investment Management Inc24,165$1.89M0.87%+7,90813F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding24,162$1.89M+2,535Timeline
3Chopt Investment Partners, LLC24,152$1.89M0.5%-2,92013F-HRTimeline
Pine Valley Investments Ltd Liability Co23,939$1.87M0.12%-13313F-HRTimeline
Ascent Wealth Partners, LLC23,843$1.87M0.25%+31213F-HRTimeline
Prime Capital Investment Advisors, LLC23,684$1.85M0.02%+4,50313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC23,680$1.85M0.36%+15513F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.23,643$1.85M0.28%new13F-HRTimeline
CRUX WEALTH ADVISORS23,615$1.85M0.96%+6,72713F-HRTimeline
1ST SOURCE BANK23,563$1.84M0.11%-7013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,489$1.84M0.04%+2,57113F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC23,464$1.84M0.96%-26013F-HRTimeline
Continuum Advisory, LLC23,444$1.84M0.24%+14,44213F-HRTimeline
PINNACLE ASSOCIATES LTD23,388$1.83M0.03%-79313F-HRTimeline
Roberts Wealth Advisors, LLC23,297$1.82M0.56%-6213F-HRTimeline
PROFUND ADVISORS LLC23,277$1.82M0.08%+2,31713F-HRTimeline
VELA Investment Management, LLC23,120$1.81M0.62%-51213F-HRTimeline
Diversified Investment Strategies, LLC23,112$1.81M1.23%-12513F-HRTimeline
Advisory Services Network, LLC23,040$1.8M0.03%+2,89613F-HRTimeline
Machina Capital S.A.S.22,999$1.8M0.53%-38513F-HRTimeline
Chesley Taft & Associates LLC22,873$1.79M0.09%-27513F-HRTimeline
IFP Advisors, Inc22,441$1.76M0.05%+47813F-HRTimeline
Headlands Technologies LLC22,438$1.76M0.2%-36,52513F-HRTimeline
Point72 (DIFC) Ltd22,420$1.76M0.17%-66,95813F-HRTimeline
SageView Advisory Group, LLC22,354$1.75M0.07%-16213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP22,196$1.74M0.49%+72813F-HRTimelineGroup
Ballentine Partners, LLC22,155$1.73M0.03%-90013F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC21,846$1.71M0.04%013F-HRTimeline
Riverwater Partners LLC21,826$1.71M0.88%-21313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,960$1.71M+1,692Timeline
Covey Capital Advisors, LLC21,713$1.7M1.96%+18113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC21,576$1.69M0.1%-55713F-HRTimeline
Nicholas Hoffman & Company, LLC.21,531$1.69M0.06%+52313F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
UMB Bank, n.a.20,949$1.64M0.03%-33613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Professional Financial Advisors, LLC20,941$1.64M0.42%+30413F-HRTimeline
Krilogy Financial LLC20,839$1.63M0.11%+1,55813F-HRTimeline
Savvy Advisors, Inc.20,775$1.63M0.16%+1,37813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,662$1.62M0.05%+3,08913F-HRTimeline
Convergence Investment Partners, LLC20,614$1.61M0.45%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,548$1.61M0.11%-29713F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP20,524$1.61M0.04%new13F-HRTimelineGroup
CW Advisors, LLC20,357$1.6M0.02%+17,37713F-HRTimeline
Lummis Asset Management, LP20,055$1.6M1.11%+8,08613F-HRTimeline
Northwest & Ethical Investments L.P.20,400$1.59M0.04%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,289$1.59M0.09%+2,70813F-HR/ATimelineGroup
EAGLE ROCK INVESTMENT COMPANY, LLC20,279$1.59M0.27%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co20,257$1.59M0.11%+59513F-HRTimelineGroup
RMR Capital Management, LLC20,219$1.58M1.14%+1,24313F-HRTimeline
ExodusPoint Capital Management, LP20,192$1.58M0.02%-245,92313F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…20,143$1.58M0.05%+4,79713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise20,119$1.58M0.07%13F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC20,049$1.57M0.29%-1,28713F-HRTimelineGroup
GREENHAVEN ASSOCIATES INC20,000$1.57M0.02%013F-HRTimeline
Hedges Asset Management LLC20,000$1.57M1.03%-1,00013F-HRTimeline
Zullo Investment Group, Inc.19,916$1.56M0.67%-46913F-HRTimeline
Moors & Cabot, Inc.19,898$1.56M0.08%-2,49813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC19,808$1.55M0.04%+14,94313F-HRTimeline
BANK OF HAWAII19,559$1.53M0.09%-1,34113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.19,543$1.53M0.44%+2,96813F-HRTimeline
Wilson & Boucher Capital Management, LLC19,500$1.53M1.14%-1,40013F-HRTimeline
RBF Capital, LLC19,500$1.53M0.1%-3,00013F-HRTimeline
CITY HOLDING CO19,441$1.52M0.21%-2913F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC19,305$1.51M0.55%-36713F-HRTimeline
Caldwell Trust Co19,292$1.51M0.16%+96613F-HRTimeline
HM PAYSON & CO19,271$1.51M0.03%+13013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,182$1.5M0.06%-1,50013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD19,081$1.49M0.33%-18,04713F-HRTimelineGroup
Focus Financial Network, Inc.19,040$1.49M0.06%+51813F-HRTimeline
Foundations Investment Advisors, LLC18,865$1.48M0.03%-4,20913F-HRTimeline
Arjuna Capital18,861$1.48M0.41%new13F-HRTimeline
AVISO WEALTH MANAGEMENT18,853$1.48M0.78%+5,26313F-HRTimeline
Schechter Investment Advisors, LLC18,739$1.47M0.12%+5,12513F-HRTimeline
Graham Capital Management, L.P.18,711$1.46M0.05%-93,66513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO18,685$1.46M0.04%-3,18413F-HRTimeline
South Dakota Investment Council18,656$1.46M0.03%-1,60013F-HRTimeline
Keystone Financial Services18,454$1.44M0.55%-23113F-HRTimeline
First Dallas Securities Inc.18,417$1.44M0.6%-39813F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI18,361$1.44M0.03%+7,22713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,368$1.44M0.01%-10,14913F-HR/ATimelineGroup
Pinnacle Financial Partners Inc18,459$1.44M0.03%+16,66413F-HRTimeline
CIDEL ASSET MANAGEMENT INC18,297$1.43M0.09%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC18,192$1.42M0.01%-10813F-HRTimeline
Pallas Capital Advisors LLC17,997$1.41M0.06%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC17,899$1.4M0.41%+22213F-HRTimeline
Whitener Capital Management, Inc.17,808$1.39M0.39%+6,27813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP17,760$1.39M0.02%-1,87613F-HRTimelineGroup
NorthCrest Asset Manangement, LLC17,725$1.39M0.04%+2,53713F-HRTimeline
Meriwether Wealth & Planning, LLC17,716$1.39M0.9%+1,86013F-HRTimeline
S-Bank Fund Management Ltd17,624$1.38M0.26%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC17,587$1.38M0.04%-17,78913F-HRTimeline
TLWM17,567$1.38M0.27%+1,10613F-HRTimeline
Aaron Wealth Advisors LLC17,433$1.36M0.16%+28213F-HRTimeline
SHELL ASSET MANAGEMENT CO17,398$1.36M0.06%-38813F-HRTimeline
Guardian Asset Advisors, LLC17,298$1.35M0.88%-24713F-HRTimeline
FineMark National Bank & Trust17,281$1.35M0.05%-16913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC17,260$1.35M0.02%-119,56813F-HRTimeline
Trust Asset Management LLC17,244$1.35M0.11%-1,21113F-HRTimeline
Tranquility Partners, LLC17,115$1.34M0.52%-24913F-HRTimeline
Advisors Asset Management, Inc.17,109$1.34M0.03%-52913F-HR/ATimeline
WOLFF WIESE MAGANA LLC17,104$1.34M0.91%+12,80713F-HRTimeline
J. L. Bainbridge & Co., Inc.17,013$1.33M0.14%-70013F-HRTimeline
Canopy Partners, LLC16,996$1.33M0.52%+77713F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd16,946$1.33M0.08%new13F-HRTimelineGroup
Mainstream Capital Management LLC16,825$1.32M1.04%+79413F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.16,796$1.31M1.17%-78813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW16,774$1.31M0.25%+1,30613F-HRTimelineGroup
Montecito Bank & Trust16,697$1.31M0.23%013F-HRTimeline
BIP Wealth, LLC16,689$1.31M0.09%-1,56913F-HRTimeline
OLD NATIONAL BANCORP /IN/16,631$1.3M0.03%+3,42813F-HRTimeline
AXS Investments LLC16,617$1.3M0.36%-3613F-HRTimeline
Frank, Rimerman Advisors LLC16,534$1.29M0.1%+2,47213F-HRTimeline
Clear Harbor Asset Management, LLC16,421$1.29M0.1%-1,10013F-HRTimeline
Elmwood Wealth Management, Inc.16,364$1.28M0.53%-98213F-HRTimeline
Bank Pictet & Cie (Europe) AG16,269$1.27M0.03%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…16,264$1.27M0.54%-8,20313F-HRTimeline
Providence Wealth Advisors, LLC16,474$1.27M0.96%+11013F-HRTimeline
Embree Financial Group16,252$1.27M0.21%+21513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD16,212$1.27M0.01%new13F-HRTimelineGroup
Hodges Capital Management Inc.16,181$1.27M0.13%-9,10613F-HR/ATimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC16,200$1.26M<0.01%+15,28713F-HRTimelineGroup
WEDBUSH SECURITIES INC16,164$1.26M0.05%+56313F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL16,075$1.26M0.47%-10013F-HRTimeline
Wedmont Private Capital16,307$1.25M0.06%+1,73913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.15,983$1.25M0.17%+11913F-HRTimeline
Next Capital Management LLC15,982$1.25M0.6%-2,36013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding15,950$1.25M-8,140Timeline
Smartleaf Asset Management LLC15,773$1.23M0.12%+1,19313F-HRTimeline
Cove Street Capital, LLC15,668$1.23M1.93%-14,15613F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC15,605$1.22M<0.01%+1,08213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,596$1.22M0.29%+2,61813F-HRTimelineGroup
Dana Investment Advisors, Inc.15,584$1.22M0.04%+44613F-HRTimeline
Chicago Capital, LLC15,529$1.22M0.03%013F-HRTimeline
Garner Asset Management Corp15,521$1.21M0.53%-1,60613F-HRTimeline
Investor's Fiduciary Advisor Network, L…15,435$1.21M0.57%-1,04613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,388$1.2M0.03%+1,97313F-HRTimelineGroup
Compound Planning, Inc.15,346$1.2M0.05%+14413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,765$1.2M-26,549Timeline
Neumann Capital Management, LLC15,190$1.19M0.41%+12513F-HRTimeline
POSTROCK PARTNERS LLC15,078$1.18M0.58%013F-HRTimeline
Frisch Financial Group, Inc.15,063$1.18M0.33%-16113F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC15,000$1.17M0.19%new13F-HRTimelineGroup
PCJ Investment Counsel Ltd.15,000$1.17M0.46%new13F-HRTimeline
United Bank14,983$1.17M0.48%+2,37713F-HRTimeline
CENTRAL TRUST Co14,980$1.17M0.03%+3,47113F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA14,957$1.17M0.28%-5013F-HRTimeline
Verity Asset Management, Inc.14,924$1.17M0.48%+7,76013F-HRTimeline
JNBA Financial Advisors14,923$1.17M0.12%-34513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,915$1.17M0.01%+1,88013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC14,864$1.16M0.03%+1,65913F-HRTimeline
Independence Bank of Kentucky14,855$1.16M0.18%-1,06013F-HRTimeline
Vest Financial, LLC14,845$1.16M0.02%+6,28913F-HRTimeline
DAVIS R M INC14,792$1.16M0.02%-21013F-HRTimeline
Aptus Capital Advisors, LLC14,768$1.16M0.01%+1,62413F-HRTimeline
Scharf Investments, LLC14,765$1.16M0.03%013F-HRTimeline
Greystone Financial Group, LLC14,669$1.15M0.21%-39413F-HRTimeline
GeoWealth Management, LLC14,646$1.15M0.05%-4,34113F-HRTimeline
Checchi Capital Advisers, LLC14,588$1.14M0.08%+36913F-HRTimeline
Fruth Investment Management14,456$1.13M0.31%-30013F-HRTimeline
Uncommon Cents Investing LLC14,381$1.13M0.33%013F-HRTimeline
Tranquilli Financial Advisor LLC14,339$1.12M0.71%-7613F-HRTimeline
Ridgewood Investments LLC14,283$1.12M0.52%-60513F-HRTimeline
SAGE RHINO CAPITAL LLC14,250$1.12M0.26%+36613F-HRTimeline
Cooper Financial Group14,248$1.12M0.15%+29813F-HRTimeline
IMS Capital Management14,201$1.11M0.56%013F-HRTimeline
Farther Finance Advisors, LLC14,275$1.11M0.03%+3,19913F-HRTimeline
Fusion Capital, LLC14,147$1.11M0.42%+2,07213F-HRTimeline
SUMITOMO LIFE INSURANCE CO14,089$1.1M0.04%-14413F-HRTimeline