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Disclosery

SCHW CHARLES SCHWAB CORP (THE)

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COM (common), issuer CIK 316709

2,133 managers (2,176 13F filers) reported a position in SCHW shares at 2025-09-30, 1,458,727,889 shares in all. 155 filers opened a position and 117 filers sold out during the quarter.

Managers
2,133
13F filers
2,176
New
155
Added
933
Reduced
763
Sold out
117
Shares held by filers
1,458,727,889

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Iowa State Bank29,906$2.86M0.54%-50913F-HRTimeline
SIGNATUREFD, LLC29,874$2.85M0.04%+90013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL29,864$2.85M0.06%-3,22013F-HRTimeline
CAPITAL ADVISORS INC/OK29,857$2.85M0.05%-513F-HRTimeline
Chicago Partners Investment Group LLC30,346$2.85M0.07%+3,75713F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/29,800$2.85M1.99%-50013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…29,751$2.84M1.54%-26413F-HRTimeline
J.W. COLE ADVISORS, INC.29,722$2.84M0.05%+3,70413F-HRTimeline
LGT Fund Management Co Ltd.30,577$2.82M0.23%+12,44813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…29,292$2.8M0.25%-19213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,271$2.79M0.06%+13513F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC29,120$2.78M0.06%013F-HRTimeline
GC Wealth Management RIA, LLC29,045$2.77M0.09%+13,56913F-HRTimeline
Kozak & Associates, Inc.30,156$2.77M0.55%-1,95113F-HRTimeline
Bleakley Financial Group, LLC28,912$2.76M0.06%+99013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.28,739$2.74M2.18%-8013F-HRTimeline
Stenger Family Office, LLC28,928$2.74M0.56%+4,16913F-HRTimeline
Tema ETFs LLC28,587$2.73M0.23%new13F-HRTimeline
Cetera Trust Company, N.A28,505$2.72M1.52%-10013F-HRTimeline
Vest Financial, LLC28,502$2.72M0.04%+7,39013F-HRTimeline
Wynn Capital, LLC28,242$2.7M1.31%+37513F-HRTimeline
Xcel Wealth Management, LLC28,171$2.69M0.7%013F-HRTimeline
Martin Capital Advisors, LLP28,038$2.68M1.62%+2813F-HRTimeline
Savvy Advisors, Inc.27,969$2.67M0.12%+1,90113F-HRTimeline
POWER WEALTH MANAGEMENT LLC27,787$2.65M0.97%-4,43713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…27,755$2.65M0.22%+3,61713F-HRTimelineGroup
Rossmore Private Capital27,700$2.64M0.28%013F-HRTimeline
SageView Advisory Group, LLC27,598$2.63M0.09%+1,28713F-HRTimeline
Skylands Capital, LLC27,550$2.63M0.36%+12,85013F-HRTimeline
Hudson Canyon Capital Management28,215$2.63M1.51%-1,20313F-HRTimeline
HBK Sorce Advisory LLC27,691$2.61M0.07%+5613F-HR/ATimeline
Clean Yield Group27,349$2.61M0.74%+17,67613F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC27,310$2.61M2.79%-54013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding27,902$2.6M+5,497Timeline
Teewinot Capital Advisers, L.L.C.27,099$2.59M0.2%-419,92813F-HRTimeline
EPG Wealth Management LLC26,971$2.57M0.71%+78413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC26,789$2.56M0.02%-20813F-HRTimelineGroup
Cape Investment Advisory, Inc.26,546$2.53M2.49%+50313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC26,557$2.53M<0.01%+4,95513F-HRTimelineGroup
Ballentine Partners, LLC26,301$2.51M0.03%+3,95813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT26,298$2.51M0.05%+2,22713F-HRTimeline
Advisory Services Network, LLC26,162$2.5M0.04%+3,95413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP26,063$2.49M0.02%+56913F-HR/ATimelineGroup
Qtron Investments LLC26,019$2.48M0.31%+12,32113F-HRTimeline
Parsonex Advisory Services, Inc.25,989$2.48M1.69%+5,52613F-HRTimeline
Columbia Asset Management25,981$2.48M0.46%+30413F-HRTimeline
Florida Trust Wealth Management Co25,911$2.47M0.07%+14,96313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC25,728$2.46M0.41%+93713F-HRTimeline
Alpha Cubed Investments, LLC25,701$2.45M0.09%-4,83513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC25,661$2.45M0.07%-22013F-HRTimeline
SVB WEALTH LLC25,349$2.42M0.13%-4,48813F-HRTimeline
Hutchinson Financial Advisors, INC25,347$2.42M2.38%+57813F-HRTimeline
VALLEY NATIONAL ADVISERS INC25,295$2.41M0.37%-34413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…25,155$2.4M0.5%+8,38513F-HRTimeline
Texas Yale Capital Corp.25,115$2.4M0.08%+40013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…25,080$2.39M0.75%-20613F-HRTimeline
NORDEN GROUP LLC25,007$2.39M0.24%+37313F-HRTimeline
WRIGHT INVESTORS SERVICE INC24,905$2.38M0.69%+7,15913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Wealth Partners, Ltd.24,725$2.36M0.18%-51313F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.24,923$2.34M0.31%+30113F-HRTimeline
JFS WEALTH ADVISORS, LLC24,519$2.34M0.14%-44413F-HRTimeline
Integrated Wealth Concepts LLC24,515$2.34M0.02%+4,05013F-HRTimeline
Dynamic Advisor Solutions LLC24,411$2.33M0.07%+5,42813F-HRTimeline
Aspen Investment Management Inc24,364$2.33M0.9%-10613F-HRTimeline
Greenline Partners, LLC24,336$2.32M0.28%-73013F-HRTimeline
Carmel Capital Partners, LLC24,302$2.32M0.98%-6,79213F-HRTimeline
Ascent Wealth Partners, LLC24,207$2.31M0.27%+19413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC24,184$2.31M0.05%-1,47913F-HRTimelineGroup
PUZO MICHAEL J23,903$2.28M0.62%+6,12513F-HRTimeline
ASPIRIANT, LLC23,813$2.27M0.07%-99313F-HRTimeline
UMB Bank, n.a.23,681$2.26M0.03%+2,33213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chesley Taft & Associates LLC23,609$2.25M0.1%-1413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,495$2.24M0.03%-89813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD23,386$2.23M0.03%+5113F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC23,374$2.23M0.9%-1,22813F-HRTimeline
1ST SOURCE BANK23,370$2.23M0.12%-31013F-HRTimeline
K.J. Harrison & Partners Inc23,943$2.22M0.32%-11,00013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP23,169$2.21M0.03%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Diversified Investment Strategies, LLC23,112$2.21M1.45%013F-HRTimeline
3Chopt Investment Partners, LLC23,033$2.2M0.5%+20813F-HRTimeline
Pacific Capital Partners Ltd22,924$2.19M2.44%new13F-HRTimeline
Roberts Wealth Advisors, LLC22,856$2.18M0.58%-49213F-HRTimeline
Horizon Investment Services, LLC22,614$2.16M0.82%new13F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC22,591$2.16M1.07%-38013F-HRTimeline
PROFUND ADVISORS LLC22,534$2.15M0.07%+3,42913F-HRTimeline
Pine Valley Investments Ltd Liability Co22,450$2.14M0.11%-1,73113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,371$2.14M0.01%+1,39313F-HR/ATimelineGroup
Weaver C. Barksdale & Associates, Inc.22,348$2.13M2.05%-1,45213F-HRTimeline
Pettee Investors, Inc.22,157$2.12M1.16%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP22,098$2.11M0.52%+15413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC21,971$2.1M0.03%+64413F-HRTimeline
LOM Asset Management Ltd21,921$2.09M0.64%+3,46713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,886$2.09M-2,195Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC21,834$2.08M0.03%+13613F-HRTimeline
OLD NATIONAL BANCORP /IN/21,787$2.08M0.04%+1,42913F-HRTimeline
Riverwater Partners LLC21,780$2.08M0.86%-20513F-HRTimeline
Professional Financial Advisors, LLC21,498$2.05M0.43%+64113F-HRTimeline
Graham Capital Management, L.P.21,312$2.03M0.08%-119,17513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co21,267$2.03M0.12%+30113F-HRTimelineGroup
Sunbelt Securities, Inc.21,174$2.02M0.14%+10,48513F-HRTimeline
Vise Technologies, Inc.21,143$2.02M0.08%+1,80113F-HRTimeline
Convergence Investment Partners, LLC20,918$2M0.45%+5,18813F-HRTimeline
Frank, Rimerman Advisors LLC20,815$1.99M0.13%+91713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP20,720$1.98M0.03%+1,37813F-HRTimelineGroup
IFP Advisors, Inc20,700$1.98M0.05%+60213F-HR/ATimeline
Dana Investment Advisors, Inc.20,692$1.98M0.06%+2,24413F-HRTimeline
AVISO WEALTH MANAGEMENT20,650$1.97M0.86%+55113F-HRTimeline
Avior Wealth Management, LLC20,574$1.96M0.06%-2,70613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise20,553$1.96M0.07%-92513F-HRTimelineGroup
Moors & Cabot, Inc.20,408$1.95M0.09%-29313F-HRTimeline
Keystone Financial Services20,369$1.94M0.6%+1,09213F-HRTimeline
Copperleaf Capital, LLC20,297$1.94M0.93%-4,50713F-HRTimeline
IMC-Chicago, LLC20,224$1.93M0.03%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC20,178$1.93M0.02%-3,52813F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…19,817$1.92M0.03%+6,64613F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC20,032$1.91M0.02%-26,20913F-HRTimelineGroup
Caldwell Trust Co20,006$1.91M0.18%+20113F-HRTimeline
CITY HOLDING CO19,990$1.91M0.24%+93213F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding19,874$1.9M+2,539Timeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC19,870$1.9M0.33%+1,53813F-HRTimelineGroup
Next Capital Management LLC26,840$1.89M0.63%+10,15613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,833$1.89M0.03%+1,66513F-HRTimelineGroup
Delaney Dennis R19,765$1.89M0.94%+7,26513F-HRTimeline
HANCOCK WHITNEY CORP19,761$1.89M0.03%+5,90913F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC19,746$1.89M0.03%013F-HRTimeline
Csenge Advisory Group19,639$1.87M0.09%+12,22013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,564$1.87M0.08%+44713F-HRTimelineGroup
Lummis Asset Management, LP19,546$1.87M1.23%-23613F-HRTimeline
Integrated Investment Consultants, LLC19,487$1.86M0.32%-5,47913F-HRTimeline
Zullo Investment Group, Inc.19,379$1.85M0.68%-29613F-HRTimeline
Smartleaf Asset Management LLC19,006$1.84M0.11%+5,41413F-HRTimeline
Farther Finance Advisors, LLC19,275$1.84M0.03%+2,32313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,182$1.83M0.06%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.19,119$1.83M0.47%013F-HRTimeline
Machina Capital S.A.S.18,932$1.81M0.32%-34,37813F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC18,918$1.81M0.58%-26513F-HRTimeline
Focus Financial Network, Inc.18,849$1.8M0.06%-40313F-HRTimeline
B. Riley Wealth Advisors, Inc.18,800$1.79M0.09%+1,90713F-HRTimeline
Northwest & Ethical Investments L.P.18,520$1.79M0.04%-8013F-HRTimeline
Kidder Stephen W18,795$1.79M0.51%+7,77013F-HRTimeline
NorthCrest Asset Manangement, LLC19,058$1.79M0.04%+1,62813F-HRTimeline
TLWM18,763$1.79M0.32%+1,07613F-HRTimeline
Sheets Smith Investment Management18,668$1.78M1.16%+1513F-HRTimeline
RBF Capital, LLC18,500$1.77M0.08%013F-HRTimeline
Compound Planning, Inc.18,490$1.77M0.06%+2,35113F-HRTimeline
Whitener Capital Management, Inc.18,481$1.76M0.42%+33613F-HRTimeline
Guardian Asset Advisors, LLC18,257$1.74M0.94%+1,03913F-HRTimeline
BANK OF HAWAII18,166$1.73M0.09%+1,13513F-HRTimeline
Bank Pictet & Cie (Europe) AG18,084$1.73M0.03%+6813F-HRTimeline
CIDEL ASSET MANAGEMENT INC18,028$1.72M0.1%-26913F-HRTimeline
Arjuna Capital18,020$1.72M0.43%+11513F-HRTimeline
Legacy Financial Advisors, Inc.18,008$1.72M0.24%-61613F-HRTimeline
WOLFF WIESE MAGANA LLC17,900$1.71M0.97%+78313F-HRTimeline
Dynasty Wealth Management, LLC17,786$1.7M0.02%+8,89113F-HRTimeline
Cypress Capital, LLC17,692$1.69M0.48%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC17,514$1.67M0.42%-813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP17,365$1.66M0.06%-55,84313F-HR/ATimeline
Wedmont Private Capital17,596$1.65M0.06%+64813F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI17,285$1.65M0.03%013F-HRTimeline
Meriwether Wealth & Planning, LLC17,249$1.65M0.95%-7213F-HRTimeline
Trust Asset Management LLC17,244$1.65M0.11%013F-HRTimeline
HM PAYSON & CO17,236$1.65M0.02%-53813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,186$1.64M0.04%-60113F-HRTimeline
Providence Wealth Advisors, LLC17,426$1.64M1.03%+29313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC17,118$1.63M0.11%-16,40813F-HRTimeline
JT Stratford LLC17,071$1.63M0.22%+2,93313F-HRTimeline
Notis-McConarty Edward17,050$1.63M0.76%+5,15513F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…17,048$1.63M0.1%new13F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd17,024$1.63M0.03%+6,21013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.17,014$1.62M0.06%+7,06313F-HRTimelineGroup
Mainstream Capital Management LLC17,005$1.62M1.08%+29113F-HRTimeline
RMR Capital Management, LLC16,885$1.61M1.13%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,877$1.61M0.06%+32613F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.16,834$1.61M0.04%+5213F-HRTimeline
HBW ADVISORY SERVICES LLC16,789$1.6M0.18%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC16,747$1.6M0.08%-27913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW16,736$1.6M0.23%-9513F-HRTimelineGroup
Embree Financial Group16,679$1.59M0.21%+15713F-HRTimeline
Retirement Planning Group, LLC16,679$1.59M0.06%+6,89913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC16,624$1.59M0.46%+42313F-HRTimeline
FineMark National Bank & Trust16,621$1.59M0.05%-49113F-HRTimeline
United Bank16,483$1.57M0.55%+43013F-HRTimeline
IPG Investment Advisors LLC16,413$1.57M0.28%+12713F-HRTimeline
WEALTH ALLIANCE, LLC16,412$1.57M0.16%+68013F-HRTimeline
Elmwood Wealth Management, Inc.16,364$1.56M0.55%013F-HRTimeline
Cooper Financial Group16,300$1.56M0.17%+1,97413F-HRTimeline
WEDBUSH SECURITIES INC16,266$1.55M0.05%-2,01913F-HRTimeline
Montecito Bank & Trust16,193$1.55M0.24%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,474$1.54M0.1%+1,03913F-HRTimelineGroup
S-Bank Fund Management Ltd16,058$1.53M0.2%-20913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.16,045$1.53M0.19%+4513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…15,954$1.52M0.27%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,883$1.52M0.03%+1,57013F-HRTimeline
Canopy Partners, LLC15,849$1.51M0.51%-1,44313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …15,825$1.51M0.25%+4113F-HRTimelineGroup
J. L. Bainbridge & Co., Inc.15,601$1.49M0.13%-11013F-HRTimeline
Pallas Capital Advisors LLC15,577$1.49M0.05%+14213F-HRTimeline
Clear Harbor Asset Management, LLC15,521$1.48M0.1%-32013F-HR/ATimeline
Perpetual Ltdin group Perpetual Ltd15,481$1.48M0.02%+4,20413F-HRTimelineGroup
Tranquilli Financial Advisor LLC15,453$1.48M0.87%+1,08813F-HRTimeline