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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,109 managers (2,149 13F filers) reported a position in SCHW shares at 2025-06-30, 1,507,888,937 shares in all. 217 filers opened a position and 104 filers sold out during the quarter.

Managers
2,109
13F filers
2,149
New
217
Added
873
Reduced
782
Sold out
104
Shares held by filers
1,507,888,937

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital Investment Advisory Services, L…30,609$2.79M0.23%-14313F-HRTimeline
Donoghue Forlines LLC30,572$2.79M0.8%new13F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…30,556$2.79M0.08%+10,41313F-HRTimeline
Alpha Cubed Investments, LLC30,536$2.79M0.11%-71013F-HRTimeline
Iowa State Bank30,415$2.78M0.55%+15013F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/30,300$2.77M2%+20013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…30,015$2.74M1.63%+1,36213F-HRTimeline
CAPITAL ADVISORS INC/OK29,862$2.72M0.05%+613F-HRTimeline
SVB WEALTH LLC29,837$2.72M0.15%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.29,654$2.71M0.02%+2,58013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…29,484$2.69M0.25%-4,22613F-HRTimelineGroup
Hudson Canyon Capital Management29,418$2.68M1.67%-63213F-HRTimeline
Secure Asset Management, LLC29,415$2.68M0.5%-55213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,136$2.66M0.06%-1613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC29,120$2.66M0.06%new13F-HRTimeline
NAPA WEALTH MANAGEMENT29,098$2.65M1.27%new13F-HRTimeline
SIGNATUREFD, LLC28,974$2.64M0.05%+1,17713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC28,883$2.64M0.04%+5,39413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.28,819$2.63M1.87%-53013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.28,789$2.63M0.01%-1,55813F-HRTimelineGroup
Cetera Trust Company, N.A28,605$2.61M1.56%-7513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding28,333$2.59M+4,171Timeline
SageView Advisory Group, LLC26,311$2.58M0.1%+3,95713F-HRTimeline
Ashton Thomas Private Wealth, LLC28,195$2.57M0.09%-2,81013F-HRTimeline
Xcel Wealth Management, LLC28,171$2.57M0.73%-2413F-HRTimeline
Martin Capital Advisors, LLP28,010$2.56M1.66%+60013F-HRTimeline
Bleakley Financial Group, LLC27,922$2.55M0.06%+1,49613F-HRTimeline
Wynn Capital, LLC27,867$2.54M1.36%+12413F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC27,850$2.54M2.81%+3,57713F-HRTimeline
SHELL ASSET MANAGEMENT CO27,855$2.54M0.09%+10,45713F-HRTimeline
Chicago Partners Investment Group LLC26,589$2.53M0.07%+2,36613F-HRTimeline
Rossmore Private Capital27,700$2.53M0.3%+2513F-HRTimeline
HBK Sorce Advisory LLC27,635$2.52M0.07%+44613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC26,997$2.46M0.02%+1,25813F-HRTimelineGroup
Stenger Family Office, LLC24,759$2.44M0.63%13F-HRTimeline
Dynamic Technology Lab Private Ltd26,610$2.43M0.33%new13F-HRTimeline
EPG Wealth Management LLC26,187$2.39M0.72%+40913F-HRTimeline
CENTAURUS FINANCIAL, INC.26,161$2.39M0.14%-69213F-HRTimeline
Savvy Advisors, Inc.26,068$2.38M0.16%+5,29313F-HRTimeline
Cape Investment Advisory, Inc.26,043$2.38M0.87%+1,16513F-HRTimeline
J.W. COLE ADVISORS, INC.26,018$2.37M0.05%+17,47013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC25,881$2.36M0.07%+513F-HR/ATimeline
Columbia Asset Management25,677$2.34M0.46%-28113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC25,663$2.34M0.05%-2,21113F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC25,639$2.34M0.38%-34213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP25,494$2.33M0.02%+10,57913F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd25,316$2.31M0.12%+8,37013F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…25,286$2.31M0.77%-11013F-HRTimeline
Strategic Wealth Partners, Ltd.25,238$2.3M0.18%13F-HRTimeline
Greenline Partners, LLC25,066$2.29M0.31%+73013F-HRTimeline
Integrated Investment Consultants, LLC24,966$2.28M0.45%-2,85413F-HRTimeline
JFS WEALTH ADVISORS, LLC24,963$2.28M0.14%-28813F-HRTimeline
ASPIRIANT, LLC24,806$2.26M0.07%-1,12613F-HRTimeline
Copperleaf Capital, LLC24,804$2.26M1.15%+35513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC24,791$2.26M0.4%+1,11113F-HRTimeline
Hutchinson Financial Advisors, INC24,769$2.26M2.53%13F-HR/ATimeline
Texas Yale Capital Corp.24,715$2.25M0.07%-78413F-HRTimeline
NORDEN GROUP LLC24,634$2.25M0.24%+45113F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.24,622$2.25M0.32%+97913F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC24,602$2.25M1%-66113F-HRTimeline
Aspen Investment Management Inc24,470$2.23M0.94%+30513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,393$2.23M0.03%-6,10113F-HRTimelineGroup
SOMERVILLE KURT F24,368$2.22M0.37%new13F-HRTimeline
Krilogy Financial LLC24,330$2.22M0.13%+3,49113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding22,405$2.21M+7,640Timeline
Pine Valley Investments Ltd Liability Co24,181$2.21M0.13%+24213F-HRTimeline
Financial Partners Group, LLC24,142$2.2M0.8%-81513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…24,138$2.2M0.2%-1,40413F-HRTimelineGroup
Atria Wealth Solutions, Inc.24,103$2.2M0.05%-6,29013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,081$2.2M+2,121Timeline
RITHOLTZ WEALTH MANAGEMENT24,071$2.2M0.05%+3,40913F-HRTimeline
Ascent Wealth Partners, LLC24,013$2.19M0.27%+17013F-HRTimeline
Weaver C. Barksdale & Associates, Inc.23,800$2.17M2.08%-5,34513F-HRTimeline
Advisory Services Network, LLC22,208$2.17M0.03%-83213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC23,706$2.16M0.03%-75013F-HRTimeline
1ST SOURCE BANK23,680$2.16M0.12%+11713F-HRTimeline
Chesley Taft & Associates LLC23,623$2.16M0.1%+75013F-HRTimeline
CenterBook Partners LP23,393$2.13M0.12%new13F-HRTimeline
Roberts Wealth Advisors, LLC23,348$2.13M0.61%+5113F-HRTimeline
PINNACLE ASSOCIATES LTD23,335$2.13M0.03%-5313F-HRTimeline
Avior Wealth Management, LLC23,280$2.12M0.07%+18,30913F-HRTimeline
VELA Investment Management, LLC23,196$2.12M0.63%+7613F-HRTimeline
Diversified Investment Strategies, LLC23,112$2.11M1.43%013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC22,971$2.1M1.09%-49313F-HRTimeline
3Chopt Investment Partners, LLC22,825$2.08M0.5%-1,32713F-HRTimeline
Ballentine Partners, LLC22,343$2.04M0.03%+18813F-HRTimeline
LECAP ASSET MANAGEMENT LTD22,312$2.04M0.72%-7,11913F-HRTimeline
Pettee Investors, Inc.22,157$2.02M1.21%-21,13013F-HRTimeline
Riverwater Partners LLC21,985$2.01M0.94%+15913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP21,944$2M0.54%-25213F-HRTimelineGroup
Covey Capital Advisors, LLC21,713$1.98M2.13%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC21,698$1.98M0.03%-2,70013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC21,602$1.97M<0.01%+5,40213F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise21,478$1.96M0.08%+1,35913F-HRTimelineGroup
UMB Bank, n.a.21,349$1.95M0.03%+40013F-HR/ATimeline
Prime Capital Investment Advisors, LLC21,327$1.95M0.03%-2,35713F-HRTimeline
Vest Financial, LLC21,112$1.93M0.03%+6,26713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,978$1.91M0.01%+2,61013F-HR/ATimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co20,966$1.91M0.12%+70913F-HRTimelineGroup
Professional Financial Advisors, LLC20,857$1.9M0.44%-8413F-HRTimeline
Moors & Cabot, Inc.20,701$1.89M0.09%+80313F-HRTimeline
Integrated Wealth Concepts LLC20,465$1.87M0.02%+8,06713F-HRTimeline
Parsonex Advisory Services, Inc.20,463$1.87M1.56%13F-HRTimeline
PMC FIG Opportunities LLC20,422$1.86M2.77%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/20,358$1.86M0.03%+3,72713F-HRTimeline
Lummis Asset Management, LP19,782$1.85M1.21%-27313F-HRTimeline
AVISO WEALTH MANAGEMENT20,099$1.83M0.86%+1,24613F-HRTimeline
IFP Advisors, Inc20,098$1.83M0.05%-2,34313F-HRTimeline
GREENHAVEN ASSOCIATES INC20,000$1.82M0.03%013F-HRTimeline
BRANT POINT INVESTMENT MANAGEMENT LLC20,000$1.82M0.42%-9,61013F-HRTimeline
Frank, Rimerman Advisors LLC19,898$1.82M0.12%+3,36413F-HRTimeline
Caldwell Trust Co19,805$1.81M0.18%+51313F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC19,746$1.8M0.03%-2,10013F-HRTimeline
Zullo Investment Group, Inc.19,675$1.8M0.73%-24113F-HRTimeline
Vise Technologies, Inc.19,342$1.76M0.07%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP19,342$1.76M0.03%+1,58213F-HRTimelineGroup
Keystone Financial Services19,277$1.76M0.6%+82313F-HRTimeline
Focus Financial Network, Inc.19,252$1.76M0.07%+21213F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC19,183$1.75M0.61%-12213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,182$1.75M0.06%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.19,119$1.74M0.46%-42413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,117$1.74M0.08%-1,17213F-HRTimelineGroup
PROFUND ADVISORS LLC19,105$1.74M0.06%-4,17213F-HRTimeline
CITY HOLDING CO19,058$1.74M0.23%-38313F-HRTimeline
Dynamic Advisor Solutions LLC18,983$1.73M0.05%+5,94613F-HRTimeline
Wilson & Boucher Capital Management, LLC18,900$1.72M1.2%-60013F-HRTimeline
Aaron Wealth Advisors LLC18,814$1.72M0.18%+1,38113F-HRTimeline
Sheets Smith Investment Management18,653$1.7M1.49%new13F-HRTimeline
Legacy Financial Advisors, Inc.18,624$1.7M0.27%+11,31313F-HRTimeline
RBF Capital, LLC18,500$1.69M0.08%-1,00013F-HRTimeline
LOM Asset Management Ltd18,454$1.68M0.57%13F-HR/ATimeline
Dana Investment Advisors, Inc.18,448$1.68M0.06%+2,86413F-HRTimeline
Northwest & Ethical Investments L.P.18,600$1.67M0.04%-1,80013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC18,332$1.67M0.31%-1,71713F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC18,297$1.67M0.1%013F-HRTimeline
WEDBUSH SECURITIES INC18,285$1.67M0.06%+2,12113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,168$1.66M0.03%+2,78013F-HRTimelineGroup
Whitener Capital Management, Inc.18,145$1.66M0.44%+33713F-HRTimeline
LGT Fund Management Co Ltd.18,129$1.65M0.14%+12,62513F-HRTimeline
Providence Wealth Advisors, LLC17,133$1.64M1.13%+65913F-HRTimeline
Bank Pictet & Cie (Europe) AG18,016$1.64M0.04%+1,74713F-HRTimeline
Drucker Wealth 3.0, LLC17,713$1.64M0.32%-10,91713F-HRTimeline
Arjuna Capital17,905$1.63M0.43%-95613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,787$1.62M0.03%-89813F-HRTimeline
PUZO MICHAEL J17,778$1.62M0.46%+12,95013F-HRTimeline
HM PAYSON & CO17,774$1.62M0.03%-1,49713F-HRTimeline
WRIGHT INVESTORS SERVICE INC17,746$1.62M0.49%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TLWM17,687$1.61M0.31%+12013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC17,522$1.6M0.43%-37713F-HRTimeline
NorthCrest Asset Manangement, LLC17,430$1.59M0.04%-29513F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…17,335$1.58M0.53%new13F-HRTimelineGroup
Meriwether Wealth & Planning, LLC17,321$1.58M0.99%-39513F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI17,285$1.58M0.04%-1,07613F-HRTimeline
Canopy Partners, LLC17,292$1.58M0.58%+29613F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC17,250$1.57M1.58%+6,74413F-HRTimeline
Trust Asset Management LLC17,244$1.57M0.12%013F-HRTimeline
Guardian Asset Advisors, LLC17,218$1.57M0.9%-8013F-HRTimeline
Foundations Investment Advisors, LLC17,207$1.57M0.02%-1,65813F-HRTimeline
Wedmont Private Capital16,948$1.56M0.07%+64113F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC17,137$1.56M0.41%+11,72513F-HRTimelineGroup
WOLFF WIESE MAGANA LLC17,117$1.56M0.97%+1313F-HRTimeline
FineMark National Bank & Trust17,112$1.56M0.05%-16913F-HRTimeline
Tranquility Partners, LLC17,101$1.56M0.56%-1413F-HRTimeline
BANK OF HAWAII17,031$1.55M0.08%-2,52813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC17,026$1.55M0.08%-4,55013F-HRTimeline
Farther Finance Advisors, LLC16,952$1.55M0.03%+2,67713F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.16,933$1.54M1.28%+13713F-HRTimeline
B. Riley Wealth Advisors, Inc.16,893$1.54M0.07%-31,19413F-HRTimeline
RMR Capital Management, LLC16,885$1.54M1.1%-3,33413F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW16,831$1.54M0.26%+5713F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.16,782$1.53M0.04%-4,74913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…16,770$1.53M0.53%+50613F-HRTimeline
Mainstream Capital Management LLC16,714$1.52M1.11%-11113F-HRTimeline
Next Capital Management LLC16,684$1.52M0.56%+70213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC16,609$1.52M0.04%-97813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,551$1.51M0.07%+3,81413F-HRTimelineGroup
Embree Financial Group16,522$1.51M0.23%+27013F-HRTimeline
Elmwood Wealth Management, Inc.16,364$1.49M0.59%013F-HRTimeline
HighVista Strategies LLC16,300$1.49M0.55%new13F-HRTimeline
IPG Investment Advisors LLC16,286$1.49M0.29%new13F-HRTimeline
Continuum Advisory, LLC16,273$1.48M0.18%-7,17113F-HRTimeline
S-Bank Fund Management Ltd16,267$1.48M0.22%-1,35713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD16,212$1.48M0.01%013F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC16,201$1.48M0.46%+3,78413F-HRTimeline
Compound Planning, Inc.16,139$1.47M0.06%+79313F-HRTimeline
South Dakota Investment Council16,056$1.47M0.03%-2,60013F-HRTimeline
United Bank16,053$1.46M0.56%+1,07013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.16,000$1.46M0.19%+1713F-HRTimeline
ArrowMark Colorado Holdings LLC15,850$1.45M0.03%-21,80013F-HRTimeline
Clear Harbor Asset Management, LLC15,841$1.45M0.11%-58013F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD15,825$1.44M0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC15,801$1.44M0.09%-4,74713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,784$1.44M0.31%+18813F-HRTimelineGroup
WEALTH ALLIANCE, LLC15,732$1.44M0.16%+2,29113F-HRTimeline
Convergence Investment Partners, LLC15,730$1.44M0.36%-4,88413F-HRTimeline
J. L. Bainbridge & Co., Inc.15,711$1.43M0.13%-1,30213F-HRTimeline
Cove Street Capital, LLC15,668$1.43M2.1%013F-HRTimeline
Chicago Capital, LLC15,629$1.43M0.04%+10013F-HRTimeline
GC Wealth Management RIA, LLC15,476$1.41M0.12%+10,26913F-HRTimeline
Pallas Capital Advisors LLC15,435$1.41M0.05%-2,56213F-HRTimeline